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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.

Mar 16, 2023

Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money. 

So what’s your biggest financial fear? We ask this consistently during our initial meetings with prospective clients and the answers are all over the board. In this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. 

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

  • How you address the fear of running out of money before you die. (0:55)
  • The cost of nursing home care and how you can prevent blowing through your nest egg to pay for it. (3:36)
  • What you can do to keep from paying more in taxes than you have to.  (7:01)
  • Some people prioritize leaving a legacy and their fear is not having anything left to leave for their kids.  (8:34)
  • How to find an advisor that will keep your best interests in mind. (11:08)

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260