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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.

Nov 3, 2022

We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners.

In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to reach out to us.

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

  • What age should an aggressive investor start to become more conservative? (1:38)
  • If you are thinking about retiring early, this is what you need to pay attention to. (6:33)
  • What is a reasonable amount of pay for financial advice/management? (13:19)




Call: 704-216-2260