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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.

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  2. Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

Mar 1, 2024

March Madness is upon us! As you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Listen in as we draw some parallels between March Madness bracketology and financial planning.

From predicting outcomes to dealing with upsets, we’ll discuss the importance of having a solid financial plan, being prepared for unexpected changes, and avoiding emotional decisions in the planning process. Don't miss out on these game-changing insights as you cheer for your favorite teams and plan for your financial future!

 

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

  • Having a solid plan in place + adapting as things occur that you didn’t anticipate
  • No outcome is inherently good or bad in financial planning
  • Investing too heavily in company stock because of your faith in your company
  • Avoiding a portfolio full of heavy risks, especially as you near retirement
  • How emotional investing can be detrimental to your retirement savings
  • Planning for unexpected expenses and changes in your retirement

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260