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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.

  1. All Episodes
  2. How Kids and Grandkids Impact Our Finances and Retirement

How Kids and Grandkids Impact Our Finances and Retirement

Aug 15, 2024

Children and grandchildren are a gift to many but they also introduce a unique set of financial responsibilities and questions that you may not have otherwise faced. In today’s episode, we explore how these family dynamics impact your financial planning, especially when it comes to legacy and long-term care.

Join Trent and Brandon as they dive into the most common scenarios where future generations influence retirement planning. They’ll cover topics such as managing finances in a blended family, creating lasting legacies, and finding the right balance between retirement goals and family needs. Don’t miss these valuable insights from the Mind Your Money podcast!

 

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

  • Life insurance as a means to transition assets from one generation to the next
  • Aging parents counting on their children to take care of them later in life
  • Handling the finances of blended families
  • Lending money to children

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260