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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. Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman

Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman

Dec 14, 2023

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. 

Tune in and learn how to build a financial snowman that stands the test of time. We’ll talk about the importance of establishing an emergency fund, basic budgeting, making consistent contributions to your retirement savings, diversification, and so much more. Bundle up and let’s get rolling!

 

Here’s some of what we discuss in this episode:

  • Creating a solid financial foundation by prioritizing an emergency fund and budgeting
  • Consistently contributing to your retirement savings and slowly increasing your contributions over time
  • Setting clear goals for retirement, including lifestyle, travel plans, aspirations + working toward a debt-free future
  • The importance of flexibility and adaptability in the retirement planning process
  • Protecting yourself from financial noise + staying focused on your individual financial plans and goals

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260