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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.

Dec 21, 2023

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards

While it might be tempting to use some of your savings for non-emergency purchases or to cash out your retirement plan before your full retirement age, today’s episode is all about strategic decision-making and keeping the long-term vision in mind. Stay tuned as we talk about 5 key areas in financial planning where patience can make all the difference.

 

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

  • Don’t pass up on free money from your employer's 401K match
  • Diversifying savings across different tax buckets
  • Avoiding depleting your savings for non-emergency purposes
  • The impacts of cashing out your retirement plan before you’re supposed to
  • The potential dangers of delaying home maintenance and updates

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260