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The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email or call 704-216-2260.

Jun 1, 2022

What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and designations. So, it’s important to work with a qualified and experienced professional you are comfortable with.

On today’s episode, we’ll break down some common red flags we’ve seen throughout the industry. From predicting the stock market to using too much financial jargon, which flags have you seen? After today’s episode, you’ll have the tools to spot an advisor that does the bare minimum versus a reliable advisor that helps elevate your retirement plan.


Key Points:

0:30 – Investor beware!

1:00 – Only good news

2:53 – Technical jargon

5:40 – Predicting the market

7:11 – Too much talking





Call: 704-216-2260