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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. Winning Your Financial Independence

Winning Your Financial Independence

Jul 20, 2023

Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, we're here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles!

 

Tune in as we explain the importance of being financially prepared so that you can make decisions based on choice rather than obligation in retirement. We’ll discuss having flexibility with long-term care and living decisions, entering retirement debt free, not relying on the stock market as you near retirement, and more. Tune in to gain some valuable insights on winning your financial independence!

 

Here’s what we'll discuss in this episode:

 

  • Preparing for long-term care expenses so that you don’t have to rely on the government + maximizing your Social Security benefit. (0:55)
  • Not having to move in with your children or rely on your children financially later in life. (4:11)
  • Entering retirement debt free. (5:47)
  • Working for enjoyment instead of necessity in your later years. (6:49)
  • Independence from the stock market. (8:36)

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260