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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. Retirement Planning’s “Hidden” Questions

Retirement Planning’s “Hidden” Questions

Nov 2, 2023

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

What kind of medical coverage might you need over and above Medicare? Should you allocate your investments differently during retirement than during your working years? Listen in as Trent and Brandon tackle these commonly overlooked questions so that you can gain the clarity you need to take on your retirement years with confidence!

 

Here are some of the hidden questions we’ll discuss in today’s show:

  • How much are my tax-deferred savings going to cost me in taxes?
  • How much can I withdraw from my savings each year?
  • Should I still have life insurance when I’m retired?
  • What kind of medical coverage will I need over and above Medicare?
  • How much am I really paying in fees and commissions?
  • Should I allocate my investments differently during retirement than during my working years?

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260