Mind Your Money with Bradshaw Rogers Financial Partners

By Trent Bradshaw

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Category: Investing

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Episodes: 103

Description

The 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.

Episode Date
The Real Cost of Lending Someone Money
Dec 04, 2025
The Five People You Meet Before Retirement
Nov 20, 2025
The Lazy Way to Retire? Let's Talk Target-Date Funds
Nov 06, 2025
Legacy vs. Living Gift: Finding the Right Time to Give
Oct 16, 2025
The 4% Rule Gets a Makeover
Oct 02, 2025
Back To School Retirement Planning Quiz
Sep 18, 2025
Mailbag: One Big Beautiful Bill Edition
Sep 04, 2025
Big Beautiful Bill Myths Debunked
Aug 21, 2025
What The "Big Beautiful Bill" Means For Your Retirement Plan
Aug 07, 2025
Type A Investors: Why Doing Less Might Be Your Best Move
Jul 17, 2025
Mailbag: Should I Buy the Dip or Wait It Out?
Jul 03, 2025
Retired But Not Done: Fun, Flexible Ways to Earn and Stay Engaged
Jun 19, 2025
Key Things Parents & Grandparents Should Teach New Graduates
Jun 05, 2025
Mother's Day Special: The Gift of Financial Security
May 15, 2025
What the Greats Say About Market Crashes
May 01, 2025
Retirement Lessons From The Masters
Apr 17, 2025
Retirement Assassins: The Silent Killers of Your Financial Future
Apr 03, 2025
If You're a Smart Investor, Do You Really Need a Financial Advisor?
Mar 06, 2025
5 Financial Mistakes to Avoid in Your 60s
Feb 20, 2025
The New Retirement: Why Many Are Choosing Work Over Leisure
Feb 06, 2025
New Year, New Me: How To Change Your Money Attitude In 2025
Jan 30, 2025
401(k)s, Social Security, & Spousal Finances: Answering Your Top Money Questions
Jan 02, 2025
Unlikely Wisdom: Financial Advice From Your Favorite Celebrities
Dec 19, 2024
Is Living Off Dividends A Solid Retirement Income Strategy?
Dec 05, 2024
The Future Of Social Security: What To Expect
Nov 21, 2024
The Fed Rate Cuts: What You Need To Know
Nov 07, 2024
The Magic 8 Ball's Guide to Retirement Planning
Oct 03, 2024
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Sep 19, 2024
The Personal Side of Trent and Brandon
Sep 05, 2024
How Kids and Grandkids Impact Our Finances and Retirement
Aug 15, 2024
Saving For Your Child's Education
Aug 01, 2024
Lies You May Be Telling Yourself in Financial Planning
Jul 18, 2024
Avoid These Mistakes When Choosing a Financial Advisor
Jul 02, 2024
Combatting Popular Excuses For Poor Financial Decision-Making
Jun 20, 2024
Expectation vs. Reality: The Truth About Retirement Planning
Jun 06, 2024
Getting to Know Trent and Brandon
May 16, 2024
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
May 02, 2024
How Is Technology Redefining Retirement Planning?
Apr 18, 2024
Don't Make These Income Planning Mistakes
Apr 04, 2024
How One Overlooked Issue Can Sink Your Retirement
Mar 21, 2024
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Mar 01, 2024
Will The Economy Boom or Bust in 2024?
Jan 25, 2024
Patience Pays: The Power of Delayed Gratification in Financial Planning
Dec 21, 2023
Frosty's Retirement Playbook: Crafting A Successful Financial Snowman
Dec 14, 2023
Money Mistakes You'll Regret and How to Avoid Them
Nov 16, 2023
Retirement Planning's "Hidden" Questions
Nov 02, 2023
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Oct 19, 2023
Are There Universal Retirement Truths?
Oct 05, 2023
Building An Estate Plan With No Regrets
Sep 21, 2023
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement
Sep 07, 2023
Why You Should NOT Invest In A 401(k)
Aug 17, 2023
Bad Money Habits Could Spoil Your Retirement Party
Aug 03, 2023
Winning Your Financial Independence
Jul 20, 2023
Key Financial Decisions During Major Life Events
Jul 06, 2023
5 Biggest Money Mistakes in Retirement Planning
Jun 15, 2023
Taking a Look at the Banking Crisis of 2023
Jun 01, 2023
Ep 47: Retirement Expenses For Which You Forgot To Plan
May 18, 2023
Ep 46: What You Need To Know About Medicare Before Retirement
May 05, 2023
Ep 45: The Incomplete Financial Plan
Apr 20, 2023
Ep 44: Top Ten Tax Questions for Retirees in 2023
Apr 06, 2023
Ep 43: What's Your Biggest Financial Fear?
Mar 16, 2023
Ep 42: Four Ways The SECURE Act 2.0 Might Impact You
Mar 02, 2023
Ep 41: What You Need to Know About Bonds
Nov 17, 2022
Ep 40: Mailbag – Common Retirement Planning Questions
Nov 03, 2022
Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement
Oct 26, 2022
Ep 38: How Procrastination Can Doom Your Financial Future
Oct 20, 2022
Ep 37: Going Against the Grain
Sep 29, 2022
Ep 36: Planning for Retirement's Uncertainties
Sep 15, 2022
Ep 35: Should You Follow These Popular Retirement Rules of Thumb?
Sep 01, 2022
Ep 34: Are You a Risk Taker?
Aug 25, 2022
Ep 33: Mailbag – Inheritance, Market Growth, and More
Jul 21, 2022
Ep 32: Picking Sides on Common Financial Debates
Jul 07, 2022
Ep 31: Retirement Ain't What it Used to Be
Jun 16, 2022
Ep 30: Investor Beware: Spotting Red Flags When Working With an Advisor
Jun 01, 2022
Ep 29: Tax Consequences on Various Retirement Accounts
Apr 21, 2022
Ep 28: Customization is King
Apr 07, 2022
Ep 27: Who Even Needs a Financial Advisor?
Mar 24, 2022
Ep 26: Things that Don't Matter Until They Do
Mar 17, 2022
Ep 25: Financial Planning Q & A
Feb 17, 2022
Ep 24: Planning for Things We Can't Predict
Feb 10, 2022
Ep 23: The Great Resignation
Jan 20, 2022
Ep 22: Economic Predictions for 2022
Jan 13, 2022
Ep 21: What Should You Know About Life Insurance?
Dec 16, 2021
Ep 20: 22 Money Resolutions for 2022
Dec 09, 2021
Ep 19: Should You Be Putting Off These Financial Matters?
Nov 04, 2021
Ep 18: Spotting Red Flags in Our Finances
Oct 21, 2021
Ep 17: Financial Planning for the Holidays
Oct 07, 2021
Ep 16: Personal Stories from Financial Advising
Sep 16, 2021
Ep 15: Don't Make These Retirement Assumptions
Sep 02, 2021
Ep 14: What Drives Us Crazy
Aug 19, 2021
Ep 13: Status of the American Pension
Aug 12, 2021
Ep 12: Financial Planning in Biden's America
Aug 05, 2021
Ep 11: Lessons From The Market Crash Hall Of Fame
Jul 01, 2021
Ep 10: What's Your Retirement Lifestyle?
Jun 17, 2021
Ep 9: Money Lessons From The Richest Musicians
Jun 03, 2021
Ep 8: Navigating Through Financial Stress With Dr. Natalie Atwell
May 20, 2021
Ep 7: 2021 Housing Market With Dianne Greene
May 06, 2021
Ep 6: How COVID-19 Has Impacted The Airline Industry With Ron Corriher
Mar 04, 2021
Ep 5: Alternative Investments: Ignore? Or Jump All Over Them?
Feb 18, 2021
Ep 4: Explaining GameStop's Meteoric Stock Rise And Lessons Learned From A Wild Few Weeks On Wall Street
Feb 11, 2021
Ep 3: Legacy & Estate Planning
Jan 21, 2021
Ep 2: Traditional IRA vs. Roth IRA
Jan 15, 2021
Ep 1: Annuities 101
Jan 14, 2021