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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 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.

Jul 7, 2022

There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true?

To every question, there’s an emotional and logical reaction and we’ll explore each side of these debates with Trent and Brandon today. Which side of the aisle do they agree with?


Key Points:

0:27 – Should you pay the house off as soon as you can?

3:45 – Do you need life insurance once you’re in retirement?

5:52 – Annuities: are they good, bad, or neither?

7:58 – Will we be in a lower tax bracket in retirement?

10:00 – Credit cards: are they good, bad, or neither?

14:39 – Is it better to buy mutual funds or individual stocks?





Call: 704-216-2260