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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.

Jun 16, 2022

In some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that retirement ain’t what it used to be. Pensions are very rare now, with most people relying on Social Security as their main retirement income bucket. People are living longer and longer, meaning our plans have to be prepared for longevity and long-term care issues.

On today’s episode, we’ll break down the various ways retirement planning is different than it was in our grandparent’s generation and how financial advisors are preparing pre-retirees and retirees for these unique challenges.

 

Key Points:

0:27 – Pensions are rare

2:55 – Longer life expectancy

4:29 – Interest rates are lower

6:52 – Information paralysis

9:30 – Market volatility

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260