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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 21, 2022

We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and much more.

  • Wendy just inherited a farm along with her six siblings. Four want to sell and three of them want to keep it. Should they buy out the four or argue until they're on the same page? (0:56)
  • Roy is interviewing multiple advisors to work with. What should he pay attention to when meeting an advisor? (2:49)
  • Marty has been out of the market for several years. He’s afraid to jump back in now in case the market crashes more. He also doesn’t want to miss out on more growth. What should he do? (5:04)
  • Charlotte is retiring in the latter half of the year. She’ll have about 16 weeks of unused PTO. Should she take it all at once or spread it out over a few months? (8:37)
  • Buddy says he’s ready to retire but he’s not old enough for Medicare yet. Should he stick out working until then or should he find an alternative to Medicare? (10:22)
  • Ruth is wondering if she should give her money to her children now or whether she should wait? (12:00)




Call: 704-216-2260