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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.

Sep 16, 2021

Brandon and Trent are getting personal today with some stories from their careers as financial advisors. It all goes back to their first clients, who taught them the importance of creating a comfortable retirement plan depending on one's situation. In the years since they have found themselves being both educators and last-minute financial saviors. As you’ll hear on this episode, they have learned a lot through their experiences and look forward to sharing some of those today.  

 

Key Points:

0:55 – Brandon’s first clients

2:36 – Trent’s first clients

4:33 – No profit, goodwill planning

5:58 – Planning starts with the parents

9:23 – Saving a client just in time

12:09 – Required minimum distributions

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260