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The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email or call 704-216-2260.

Aug 25, 2022

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.

Here’s some of what you’ll learn on this episode:

  • We battle fear and emotion when our portfolio doesn’t align with our risk tolerance. (3:23)
  • How to tell how much risk you have in your portfolio. (6:09)
  • The ways to reduce risk without significantly reducing opportunity for growth.  (10:35)
  • How we determine how much risk is appropriate for your situation. (11:58)





Call: 704-216-2260