Preview Mode Links will not work in preview mode

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 26: Things that Don’t Matter Until They Do

Ep 26: Things that Don’t Matter Until They Do

Mar 17, 2022

Smoke alarms, airbags, and fire extinguishers are all things that don’t really matter until they absolutely do. On rare occasions that you need these items, you’ll be really glad that you have them. On today’s episode, we’re going to explore 4 areas in financial planning that may seem like they don’t matter until they do.

We see a lot of people ignore legal documents but it’s essential to have them ready to save yourself or your family time and money. Other areas people tend to put off include long-term care, life insurance, and lifetime income streams. We’ll discuss each of these and how they fit into your overall financial plan.

 

Key Points:

0:35 – Legal documents

7:38 – Long term care

12:10 – Life insurance

14:49 – Lifetime income streams

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260