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Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners 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 Rogers Financial Partners. 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.

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

  1. All Episodes
  2. Money Mistakes You'll Regret and How to Avoid Them

Money Mistakes You'll Regret and How to Avoid Them

Nov 16, 2023

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.

We kick things off by discussing the drawbacks of early IRA withdrawals before talking about how important it is to keep lifestyle creep in check in your peak earning years. We’ll also discuss the potential impact of overspending on tuition for your children, the risks that come with retiring early without proper planning, optimizing your Social Security benefits, and more. Tune into this informative conversation and avoid financial regrets!

 

Here’s some of what we discuss in this episode:

  • Avoiding premature IRA withdrawals
  • Keeping “lifestyle creep” in check + avoiding overspending in your peak earning years
  • Having a plan for the increasing costs of education + spending too much on helping your kids
  • The pitfalls of retiring too early without a proper plan
  • Taking Social Security too early
  • Ignoring opportunities for Roth IRAs

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260