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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.

Oct 21, 2021

You’ll want to keep an eye out for red flags in your financial plan to address them as soon as possible. But sometimes we don’t necessarily know what kind of warning signs we are looking for. Maybe you are wondering if you meet with your advisor enough. Perhaps you are worried about your account movement. Either way, we want to be vigilant about these types of financial worries. On today’s episode, we discuss 5 financial red flags you should be aware of.

 

Key Points:

0:52 – Can you name all the investments in your portfolio?

4:32 – How often do you meet with your advisor?

6:38 – Are your account balances always moving up and down?

7:51 – Do you know how much you need for retirement?

9:24 – Can you describe your retirement plan?

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260