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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.

Aug 12, 2021

The pension has long been the key source of income for American retirement plans, but that’s changed over the past decade or two. As the pension disappears, it’s impacting the way people have to save and invest to ensure their retirement goals are met. On this episode, we’ll discuss the adjustments that pre-retirees are having to make.

 

Key Points: 

0:42 – Biggest issues with pension plans

3:24 – Lump sum vs annuity payment

6:30 – Puts responsibility back in employee’s hands

7:50 – Building your own pension

9:12 – Combatting inflation

 

Contact:

Email: office@bradshawfp.com

Call: 704-216-2260