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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 19, 2021

Our job as financial advisors is to help clients reach their retirement goals through proper planning and careful execution, but not everything in the financial world operates as we’d like. It’s time to highlight the areas in planning that can be really frustrating, even for us.

 

Key Points: 

0:47 – Hidden Fees

2:05 – Advisors that put their own goals ahed of their clients

5:12 – Cookie-cutter strategies

6:30 – Pushing specific products

9:29 – Making financial plans too complicated

 

Contact:

Email: office@bradshawfp.com

Call: 704-216-2260