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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. Ep 17: Financial Planning for the Holidays

Ep 17: Financial Planning for the Holidays

Oct 7, 2021

With the holidays right around the corner, now is the perfect time to start financially planning for this expensive time of year. The holidays are about being with family, it is okay to set limits on your gift-giving and spending. You'll want to make sure that your plan accounts for things like travel, food, and even healthcare. So today, we are discussing what you can do now to financially prepare.   

 

Key Points:

0:26 – Holiday planning

3:00 – Budgeting around family

3:53 – Setting limits

4:54 – Personalized gifts

5:13 – Planning on traveling

6:29 – Expensive gifts

7:52 – Preparing for healthcare

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260