Mind Your Money with Bradshaw Rogers Financial Partners
65 episodes - English - Latest episode: 22 days ago - ★★★★★ - 5 ratingsThe 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 [email protected] 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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Episodes
Don’t Make These Income Planning Mistakes
April 04, 2024 09:00 - 11 minutes - 10.6 MBAre you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. Did you know that many of us could spend as many years (or more) in retirement as we did working? With such high stakes, meticulous planning is essential. From start...
How One Overlooked Issue Can Sink Your Retirement
March 21, 2024 09:00 - 12 minutes - 11.1 MBImagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to protect your future from the one mistake that could derail everything. Don't let your financial ship sail without a sturdy plan. Reach out to th...
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
March 01, 2024 13:59 - 11 minutes - 10.4 MBMarch 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 o...
Will The Economy Boom or Bust in 2024?
January 25, 2024 21:36 - 13 minutes - 12.8 MBEveryone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 2024's economic landscape and equip yourself with knowledge for th...
Patience Pays: The Power of Delayed Gratification in Financial Planning
December 21, 2023 10:00 - 13 minutes - 12.8 MBSometimes 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 ...
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman
December 14, 2023 10:00 - 16 minutes - 15.3 MBJust like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the test of time. We’ll talk about the importance of establishing an emergency fund, basic budgeting, making consistent contributions to your retir...
Money Mistakes You'll Regret and How to Avoid Them
November 16, 2023 09:00 - 20 minutes - 18.4 MB“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. We kick things off by discussing the drawbacks of early IRA withdrawals before talking about how important it is to keep lifestyle creep in check in yo...
Retirement Planning’s “Hidden” Questions
November 02, 2023 09:00 - 13 minutes - 12.8 MBThe retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement. What kind of medical coverage might you need over and above Medicare? Should you allocate your investments differently during retirement...
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
October 19, 2023 09:00 - 12 minutes - 11.9 MBAre you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Listen in as we discuss strategies to potentially avoid them and understand the risks of not preparing for them in advance. And for those fortunate to not rely on RMDs for income, we'll explore impactful ways to utilize those funds. Join us as we explore the ins and outs of RMD...
Are There Universal Retirement Truths?
October 05, 2023 09:00 - 15 minutes - 14.7 MBRetirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Listen in as Trent and Brandon discuss some critical topics, such as the impact of keeping money in cash, the importance of diversifica...
Building An Estate Plan With No Regrets
September 21, 2023 09:00 - 15 minutes - 14.4 MBThere are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regre...
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement
September 07, 2023 09:00 - 14 minutes - 13.6 MBIn this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the crossroads of real estate and retirement. Tune in as we discuss some pros, cons, and important considerations of different real estate...
Why You Should NOT Invest In A 401(k)
August 17, 2023 09:00 - 13 minutes - 12.8 MBDon’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect some reasons why someone should NOT invest in a 401(k). By considering various scenarios, such as the absence o...
Bad Money Habits Could Spoil Your Retirement Party
August 03, 2023 09:00 - 14 minutes - 13.3 MBPicture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits from your life and set yourself up for retirement success. In this episode, we’ll cover some of these bad money habits that could have ...
Winning Your Financial Independence
July 20, 2023 09:00 - 12 minutes - 12 MBCelebrate 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 cho...
Key Financial Decisions During Major Life Events
July 06, 2023 09:00 - 17 minutes - 16.4 MBAre you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and changing jobs, we'll provide practical tips and guidance to help you make informed decisions and maintain financial stability. Join us as we discuss life’s most pivotal moments and the financial chal...
5 Biggest Money Mistakes in Retirement Planning
June 15, 2023 09:00 - 16 minutes - 15.1 MBIn the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement. We’ll talk about the detrimental impact of letting your em...
Taking a Look at the Banking Crisis of 2023
June 01, 2023 09:00 - 13 minutes - 13.4 MBJoin us as we dive into the commentary surrounding the series of 2023 bank collapses that have shaken the financial world. Notable institutions such as Silicon Valley Bank, Credit Suisse, and First Republic Bank have experienced unprecedented turmoil this year. In the midst of these events, how should the average American respond with their hard-earned money? Should one withdraw all their cash from the bank? Is there cause for worry? We'll address these questions and more in thi...
Ep 47: Retirement Expenses For Which You Forgot To Plan
May 18, 2023 09:00 - 15 minutes - 14.5 MBAre you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unexpected travel costs, taxes, and much more. Retirement demands preparation beyond the expected. Instead of being caught off guard, create a pla...
Ep 46: What You Need To Know About Medicare Before Retirement
May 05, 2023 15:59 - 12 minutes - 11.9 MBMedicare can be a confusing topic, especially for those approaching retirement. As a complex government system with numerous moving parts, it's essential to understand the basics before making any decisions. In this podcast episode, we'll be breaking down the ins and outs of Medicare, so you can gain a comprehensive understanding of this healthcare program and make informed choices. We’ll cover the four major parts of the Medicare system and the purpose and benefits of each. We’ll...
Ep 45: The Incomplete Financial Plan
April 20, 2023 09:00 - 15 minutes - 15.3 MBAre you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. In this episode, we'll point out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be inco...
Ep 44: Top Ten Tax Questions for Retirees in 2023
April 06, 2023 09:00 - 17 minutes - 15.7 MBRetirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahead for the rest of the year, make sure to listen to this episode as we’ll discuss some important tax questions that retirees should ask themsel...
Ep 43: What’s Your Biggest Financial Fear?
March 16, 2023 09:02 - 15 minutes - 14.4 MBFew things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money. So what’s your biggest financial fear? We ask this consistently during our initial meetings with prospective clients and the answers are all over the board. In this episode, we’ll explore the most common fears and talk about how they should be addressed in a retirement plan. Here’s some...
Ep 42: Four Ways The SECURE Act 2.0 Might Impact You
March 02, 2023 10:00 - 12 minutes - 11.9 MBAfter being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest bill still includes nearly 100 provisions. We don’t have time to sort through all of those, but we do want to highlight a handful of the items that could create planning opportunities for you. Listen to today’s episode to see what you need to know and learn four ways the new changes might i...
Ep 41: What You Need to Know About Bonds
November 17, 2022 10:00 - 16 minutes - 15.3 MBToo many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond-related issues on today’s show. In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are responding to the current market. Here’s some of what you’ll learn in this episode: How do bond funds differ from individual bonds? (4:00) We frequently see people invested in...
Ep 40: Mailbag – Common Retirement Planning Questions
November 03, 2022 09:00 - 18 minutes - 16.9 MBWe try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners. In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to reach out to us. Here’s some of what you’ll learn in this episode: What age should an aggressive investor start to become more conservative? (1:38)...
Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement
October 26, 2022 09:00 - 15 minutes - 14.6 MBOn this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process. If you want to better understand and control your emotions to experience a better financial future, then this is the show for you. Here’s some of what you’ll learn in this episode: How greed has impacted investors over the last dec...
Ep 38: How Procrastination Can Doom Your Financial Future
October 20, 2022 09:00 - 12 minutes - 11.9 MBPeople have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant due to stress. No matter what your roadblock is, one day you will have to stop procrastinating. The sooner, the better. Let’s explore some of those excuses and why they can be dangerous and talk about how to overcome them. Here’s some of what you’ll learn in this episode: If your parents didn’t plan for retirement, but they are ok...
Ep 37: Going Against the Grain
September 29, 2022 09:00 - 17 minutes - 16.1 MBBeing a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry. Here’s some of what you’ll learn in this episode: What is the appropriate amount of risk for a ...
Ep 36: Planning for Retirement’s Uncertainties
September 15, 2022 09:00 - 12 minutes - 11.7 MBThere are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? In this episode, we will try to prepare you for some changes you may encounter in your financial plan over the years. Here’s some of what you’ll learn in this episode: Navigating interest rate and inflation changes. (2:24) How to prepare for future tax rates durin...
Ep 35: Should You Follow These Popular Retirement Rules of Thumb?
September 01, 2022 09:00 - 11 minutes - 11 MBYou’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray. Here’s some of what you’ll learn on this episode: Is the Rule of...
Ep 34: Are You a Risk Taker?
August 25, 2022 09:03 - 16 minutes - 15.2 MBLet’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. Here’s some of what you’ll learn on this episode: We battle fear and emotion when our portfolio doesn’t align with our risk tolerance. (3:23) How to tell how much risk y...
Ep 33: Mailbag – Inheritance, Market Growth, and More
July 21, 2022 09:00 - 16 minutes - 15.1 MBWe are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and much more. Wendy just inherited a farm along with her six siblings. Four want to sell and three of them want to keep it. Should they buy out the four or argue until they're on the same page? (0:56) Roy is interviewing multiple advisors to work with. What should he pay attention to when meeting an advisor? (2:49) Marty has been o...
Ep 32: Picking Sides on Common Financial Debates
July 07, 2022 09:00 - 18 minutes - 17.5 MBThere are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true? To every question, there’s an emotional and logical reaction and we’ll explore each side of these debates with Trent and Brandon today. Which side of the aisle do they agree with? Key Points: 0:27 – Should you pay the house off as...
Ep 31: Retirement Ain’t What it Used to Be
June 16, 2022 09:00 - 13 minutes - 12.7 MBIn some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that retirement ain’t what it used to be. Pensions are very rare now, with most people relying on Social Security as their main retirement income bucket. People are living longer and longer, meaning our plans have to be prepared for longevity and long-term care issues. On today’s episode, we’ll break down the various ways retirement plan...
Ep 30: Investor Beware: Spotting Red Flags When Working With an Advisor
June 01, 2022 09:00 - 11 minutes - 10.3 MBWhat 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 th...
Ep 29: Tax Consequences on Various Retirement Accounts
April 21, 2022 09:00 - 18 minutes - 17.3 MBWhen saving for retirement there are various tools and vehicles you can invest your money in. Some come with a tax bill now while others will come later. With tax-deferred accounts like a 401(k) or IRA, you pay your taxes later and save now. In contrast, with a Roth IRA, you don’t have to worry about tax brackets going up because you can withdraw in retirement tax-free. While there is equity exposure for these accounts you can still leverage how you diversify your savings to have a tax-e...
Ep 28: Customization is King
April 07, 2022 09:00 - 16 minutes - 15.8 MBMost people realize that a customized retirement plan is much better than a one size fits all approach and yet, most of us don’t have a truly customized plan. The age you retire is unique to your situation. Maybe you have to wait for Medicare to kick in or perhaps you really enjoy your job and want to work part-time. Once you are actually in retirement what do you want it to look like? If you want to travel or relocate, you’ll need more income than someone planning to stay home. On today’s e...
Ep 27: Who Even Needs a Financial Advisor?
March 24, 2022 09:00 - 15 minutes - 14.4 MBSome people think they’ll save money doing their financial plan on their own. Others like the challenge or maybe you just don’t know who to trust. So, on today’s episode, we’ll explore some reasons you may really need a financial advisor and the benefit of working with a professional. Are you a procrastinator? When it comes to finances, we sometimes tend to put it off, but having an advisor can keep you motivated and on track. Maybe you don’t know where to start. While education on finance...
Ep 26: Things that Don’t Matter Until They Do
March 17, 2022 09:00 - 20 minutes - 18.6 MBSmoke alarms, airbags, and fire extinguishers are all things that don’t really matter until they absolutely do. On rare occasions that you need these items, you’ll be really glad that you have them. On today’s episode, we’re going to explore 4 areas in financial planning that may seem like they don’t matter until they do. We see a lot of people ignore legal documents but it’s essential to have them ready to save yourself or your family time and money. Other areas people tend to put off inc...
Ep 25: Financial Planning Q & A
February 17, 2022 10:00 - 19 minutes - 17.8 MBEveryone has questions when it comes to financial planning. So today, we are going to sit down and discuss some common questions we get from our listeners and clients. How much do you need to retire? Well, it’s going to depend on your retirement goals. Will you travel, remodel the house, or cut down on big purchases? When it comes to your emergency fund, how much is enough? You want to have 3 to 6 months of liquid living expenses. Where does the money in your 401(k) go after you retire? Yo...
Ep 24: Planning for Things We Can’t Predict
February 10, 2022 10:00 - 14 minutes - 12.9 MBThere are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. You are probably concerned about things that you can’t control: the stock market, taxes, healthcare, etc. However, it’s important to prepare your plan for these unknowns. The next market crash is going to happen, we just don’t know when. So it’s necessary to manage risk in correlation to your situation in life. On today’s episode, we’l...
Ep 23: The Great Resignation
January 20, 2022 10:00 - 15 minutes - 14.1 MBYou’ve probably heard about the big changes we’ve seen in the job market recently and what’s being called “The Great Resignation.” If you are thinking about changing careers, taking a break from work, or retiring early what do you need to know before you do so? If you do take a break from work, it can impact your Social Security payments later on. Social Security calculates the average of your 35 years of highest-earning. A big pause in your work history can really mess up your payments. S...
Ep 22: Economic Predictions for 2022
January 13, 2022 10:00 - 15 minutes - 14.2 MBThere are a lot of economic predictions for 2022 floating around. What do Trent and Brandon think of these predictions? Are they likely to come to fruition? Some predictions see GDP growth while others see the housing market cool down. While we certainly saw the impacts of supply chain issues through inflation in 2021, what does 2022 hold? The Great Resignation is still going strong and could impact the overall health of the economy. Join us today as we discuss these predictions and more....
Ep 21: What Should You Know About Life Insurance?
December 16, 2021 10:00 - 10 minutes - 9.71 MBIronically, life insurance is a young man’s game. A lot of people assume the older they get, the less they need it but that might not be the case. There can be benefits for your family and your tax planning strategy that you may be unaware of. While age is really important when applying for insurance your needs are always changing. You can use it for cash alternatives or long-term care needs as well. The utility of life insurance is not always as a death benefit. On today’s podcast, we’ll di...
Ep 20: 22 Money Resolutions for 2022
December 09, 2021 10:00 - 13 minutes - 12.4 MBAs 2021 draws to an end, let's consider some money resolutions we can take on in the new year. On today's episode, we will go over 22 money resolutions you can make in 2022. Some are quick and easy, like checking your credit. While others will be great to do with your advisor. We will discuss reducing your debt, budgeting, consolidating accounts, auditing your insurance, and more! Key Points: 0:43 – Reducing your debt 1:09 – Boost retirement savings 1:46 – Prepare for the unexpec...
Ep 19: Should You Be Putting Off These Financial Matters?
November 04, 2021 09:00 - 14 minutes - 13.8 MBWe all put things off from time to time. When it comes to our finances what should we be addressing sooner rather than later? On today's show, we will be discussing 5 financial topics and whether it is wise to push them off or not. Are you thinking of deferring taxes on your retirement accounts? Well, this depends a lot on your current tax bracket and marital status. Generally, you want to eliminate consumer debt as soon as you can, but when it comes to debts on your house or car the answe...
Ep 18: Spotting Red Flags in Our Finances
October 21, 2021 09:00 - 14 minutes - 13.3 MBYou’ll want to keep an eye out for red flags in your financial plan to address them as soon as possible. But sometimes we don’t necessarily know what kind of warning signs we are looking for. Maybe you are wondering if you meet with your advisor enough. Perhaps you are worried about your account movement. Either way, we want to be vigilant about these types of financial worries. On today’s episode, we discuss 5 financial red flags you should be aware of. Key Points: 0:52 – Can you na...
Ep 17: Financial Planning for the Holidays
October 07, 2021 09:00 - 10 minutes - 9.61 MBWith the holidays right around the corner, now is the perfect time to start financially planning for this expensive time of year. The holidays are about being with family, it is okay to set limits on your gift-giving and spending. You'll want to make sure that your plan accounts for things like travel, food, and even healthcare. So today, we are discussing what you can do now to financially prepare. Key Points: 0:26 – Holiday planning 3:00 – Budgeting around family 3:53 – Sett...
Ep 16: Personal Stories from Financial Advising
September 16, 2021 09:00 - 14 minutes - 14 MBBrandon and Trent are getting personal today with some stories from their careers as financial advisors. It all goes back to their first clients, who taught them the importance of creating a comfortable retirement plan depending on one's situation. In the years since they have found themselves being both educators and last-minute financial saviors. As you’ll hear on this episode, they have learned a lot through their experiences and look forward to sharing some of those today. Key Po...