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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 One Overlooked Issue Can Sink Your Retirement

How One Overlooked Issue Can Sink Your Retirement

Mar 21, 2024

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything.

Don't let your financial ship sail without a sturdy plan. Reach out to the Bradshaw Rogers Financial Partners team for personalized guidance and expertise.

 

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

  • The risk of outliving your savings + the transition from accumulation to income generation in retirement
  • The impact of inflation on retirement assets + keeping up with or exceeding inflation rates
  • Considering long-term care costs in retirement planning
  • The inevitability of stock market volatility + heightened emotional impact in retirement years
  • Planning for potential future tax increases + taking advantage of current tax rates

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260