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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 or call 704-216-2260.

Jul 7, 2022

There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true?

To every question, there’s an emotional and logical reaction and we’ll explore each side of these debates with Trent and Brandon today. Which side of the aisle do they agree with?


Key Points:

0:27 – Should you pay the house off as soon as you can?

3:45 – Do you need life insurance once you’re in retirement?

5:52 – Annuities: are they good, bad, or neither?

7:58 – Will we be in a lower tax bracket in retirement?

10:00 – Credit cards: are they good, bad, or neither?

14:39 – Is it better to buy mutual funds or individual stocks?





Call: 704-216-2260