Preview Mode Links will not work in preview mode

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. Key Financial Decisions During Major Life Events

Key Financial Decisions During Major Life Events

Jul 6, 2023

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and changing jobs, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability. 

 

Join us as we discuss life’s most pivotal moments and the financial challenges that accompany them. We’ll talk about how to navigate these times effectively and will dive into the various expenses you should consider when formulating your planning strategy. 

 

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

 

  • Combining finances in marriage, budgeting + prenups.  (2:10)
  • Navigating finances during remarriage and blending families. (4:52)
  • Financial decisions during divorce. (7:01)
  • How job changes might impact your finances: severance packages, job offers, and more. (8:35)
  • Financial changes that occur after having or adopting a child. (12:52)

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260