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The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260.

Apr 7, 2022

Most people realize that a customized retirement plan is much better than a one size fits all approach and yet, most of us don’t have a truly customized plan. The age you retire is unique to your situation. Maybe you have to wait for Medicare to kick in or perhaps you really enjoy your job and want to work part-time.

Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s episode, we’ll discuss why customization is king and the important parts of your retirement plan that truly need to be customized to your life.

 

Key Points:

0:27 – Retirement age

3:00 – Lifestyle and income needs

5:54 – Your risk tolerance

9:06 – Family longevity and health history

10:48 – Desire for a financial legacy

13:15 – Emotions related to your money

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260