Latest Bfpuniversity Podcast Episodes
Don’t Make These Income Planning Mistakes
Mind Your Money with Bradshaw Rogers Financial Partners - April 04, 2024 09:00 - 11 minutes ★★★★★ - 5 ratingsAre 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 ...
How One Overlooked Issue Can Sink Your Retirement
Mind Your Money with Bradshaw Rogers Financial Partners - March 21, 2024 09:00 - 12 minutes ★★★★★ - 5 ratingsImagine 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 f...
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket
Mind Your Money with Bradshaw Rogers Financial Partners - March 01, 2024 13:59 - 11 minutes ★★★★★ - 5 ratingsMarch 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 ...
Will The Economy Boom or Bust in 2024?
Mind Your Money with Bradshaw Rogers Financial Partners - January 25, 2024 21:36 - 13 minutes ★★★★★ - 5 ratingsEveryone 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 pessimist...
Patience Pays: The Power of Delayed Gratification in Financial Planning
Mind Your Money with Bradshaw Rogers Financial Partners - December 21, 2023 10:00 - 13 minutes ★★★★★ - 5 ratingsSometimes 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 t...
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman
Mind Your Money with Bradshaw Rogers Financial Partners - December 14, 2023 10:00 - 16 minutes ★★★★★ - 5 ratingsJust 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 an...
Money Mistakes You'll Regret and How to Avoid Them
Mind Your Money with Bradshaw Rogers Financial Partners - November 16, 2023 09:00 - 20 minutes ★★★★★ - 5 ratings“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 ens...
Retirement Planning’s “Hidden” Questions
Mind Your Money with Bradshaw Rogers Financial Partners - November 02, 2023 09:00 - 13 minutes ★★★★★ - 5 ratingsThe 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 t...
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
Mind Your Money with Bradshaw Rogers Financial Partners - October 19, 2023 09:00 - 12 minutes ★★★★★ - 5 ratingsAre 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 ...
Are There Universal Retirement Truths?
Mind Your Money with Bradshaw Rogers Financial Partners - October 05, 2023 09:00 - 15 minutes ★★★★★ - 5 ratingsRetirement 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 fo...
Building An Estate Plan With No Regrets
Mind Your Money with Bradshaw Rogers Financial Partners - September 21, 2023 09:00 - 15 minutes ★★★★★ - 5 ratingsThere 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 f...
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement
Mind Your Money with Bradshaw Rogers Financial Partners - September 07, 2023 09:00 - 14 minutes ★★★★★ - 5 ratingsIn 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 discuss...
Why You Should NOT Invest In A 401(k)
Mind Your Money with Bradshaw Rogers Financial Partners - August 17, 2023 09:00 - 13 minutes ★★★★★ - 5 ratingsDon’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 opt...
Bad Money Habits Could Spoil Your Retirement Party
Mind Your Money with Bradshaw Rogers Financial Partners - August 03, 2023 09:00 - 14 minutes ★★★★★ - 5 ratingsPicture 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 mod...
Winning Your Financial Independence
Mind Your Money with Bradshaw Rogers Financial Partners - July 20, 2023 09:00 - 12 minutes ★★★★★ - 5 ratingsCelebrate 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 yo...
Key Financial Decisions During Major Life Events
Mind Your Money with Bradshaw Rogers Financial Partners - July 06, 2023 09:00 - 17 minutes ★★★★★ - 5 ratingsAre 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...
5 Biggest Money Mistakes in Retirement Planning
Mind Your Money with Bradshaw Rogers Financial Partners - June 15, 2023 09:00 - 16 minutes ★★★★★ - 5 ratingsIn 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 pl...
Taking a Look at the Banking Crisis of 2023
Mind Your Money with Bradshaw Rogers Financial Partners - June 01, 2023 09:00 - 13 minutes ★★★★★ - 5 ratingsJoin 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, ho...
Ep 47: Retirement Expenses For Which You Forgot To Plan
Mind Your Money with Bradshaw Rogers Financial Partners - May 18, 2023 09:00 - 15 minutes ★★★★★ - 5 ratingsAre 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 ten...
Ep 46: What You Need To Know About Medicare Before Retirement
Mind Your Money with Bradshaw Rogers Financial Partners - May 05, 2023 15:59 - 12 minutes ★★★★★ - 5 ratingsMedicare 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 c...
Ep 45: The Incomplete Financial Plan
Mind Your Money with Bradshaw Rogers Financial Partners - April 20, 2023 09:00 - 15 minutes ★★★★★ - 5 ratingsAre 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...
Ep 44: Top Ten Tax Questions for Retirees in 2023
Mind Your Money with Bradshaw Rogers Financial Partners - April 06, 2023 09:00 - 17 minutes ★★★★★ - 5 ratingsRetirement 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...
Ep 43: What’s Your Biggest Financial Fear?
Mind Your Money with Bradshaw Rogers Financial Partners - March 16, 2023 09:02 - 15 minutes ★★★★★ - 5 ratingsFew 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 ...
Ep 42: Four Ways The SECURE Act 2.0 Might Impact You
Mind Your Money with Bradshaw Rogers Financial Partners - March 02, 2023 10:00 - 12 minutes ★★★★★ - 5 ratingsAfter 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,...
Ep 41: What You Need to Know About Bonds
Mind Your Money with Bradshaw Rogers Financial Partners - November 17, 2022 10:00 - 16 minutes ★★★★★ - 5 ratingsToo 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 ad...
Ep 40: Mailbag – Common Retirement Planning Questions
Mind Your Money with Bradshaw Rogers Financial Partners - November 03, 2022 09:00 - 18 minutes ★★★★★ - 5 ratingsWe 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 an...
Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement
Mind Your Money with Bradshaw Rogers Financial Partners - October 26, 2022 09:00 - 15 minutes ★★★★★ - 5 ratingsOn 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 a...
Ep 38: How Procrastination Can Doom Your Financial Future
Mind Your Money with Bradshaw Rogers Financial Partners - October 20, 2022 09:00 - 12 minutes ★★★★★ - 5 ratingsPeople 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 s...
Ep 37: Going Against the Grain
Mind Your Money with Bradshaw Rogers Financial Partners - September 29, 2022 09:00 - 17 minutes ★★★★★ - 5 ratingsBeing 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 ...
Ep 36: Planning for Retirement’s Uncertainties
Mind Your Money with Bradshaw Rogers Financial Partners - September 15, 2022 09:00 - 12 minutes ★★★★★ - 5 ratingsThere 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 ...
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