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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.

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  2. Ep 47: Retirement Expenses For Which You Forgot To Plan

Ep 47: Retirement Expenses For Which You Forgot To Plan

May 18, 2023

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more.

Retirement demands preparation beyond the expected. Instead of being caught off guard, create a plan that anticipates life’s surprises. Join us as we discuss practical tips and strategies to help you plan for life’s unexpected expenses and ensure a secure and comfortable retirement.

 

Here are some of the expenses we'll discuss in this episode:

 

  • The unexpected cost of medical and dental expenses during retirement. (0:59)
  • Budgeting for weddings, funerals, and unexpected travels. (2:36)
  • Helping your kids get started after college. (5:04)
  • Are you prepared for the tax hikes in the future? (6:58)
  • Budgeting for maintenance and repair expenses. (9:09)
  • Inflation is always there and should be planned for. (11:27)

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260