Mind Your Money With Bradshaw Rogers Financial Partners podcast

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Biscuits & Jam

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Encore: Jessica B. Harris Believes in a Welcome Table 42:14

vor 10 Tagen42:14

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42:14

Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Mind Your Money with Bradshaw Rogers Financial Partners

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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.

91 Episoden

#Trading #Careers #Business #Trent Bradshaw #Bfpuniversity #Brandonrogers #Financialplanning #Mindyourmoney #Money #Northcarolina #Salisbury #Trentbradshaw #Retirement

Mind Your Money with Bradshaw Rogers Financial Partners

updated vor 17 Stunden

Serie-Home•Feed

91 Episoden

#Trading #Careers #Business #Trent Bradshaw #Bfpuniversity #Brandonrogers #Financialplanning #Mindyourmoney #Money #Northcarolina #Salisbury #Trentbradshaw #Retirement

Alle Folgen

Mind Your Money with Bradshaw Rogers Financial Partners

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Key Things Parents & Grandparents Should Teach New Graduates 14:15

vor 17 hours14:15

14:15

Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Trent and Brandon share practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. From the power of compounding and Roth IRAs to budgeting basics, emergency funds, and debt traps, they outline the conversations that can help shape a graduate’s financial mindset for years to come. You’ll also hear meaningful gift ideas that aren’t just a check in an envelope. Whether you're a parent, grandparent, or mentor, this is a chance to inspire confident financial habits before your grad steps into their next chapter of life! Here’s some of what we discuss in this episode: 📈 Why compounding beats cramming- so start early! 💳 Debt traps and how to help graduates dodge them 🏠 Should you rent or buy after graduation? 🛟 Building an emergency fund 🎁 Creative graduation gifts that build wealth Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

1
Mother’s Day Special: The Gift of Financial Security 13:35

vor 22 Tagen13:35

13:35

Mother’s Day may have passed, but there’s still time to give a gift that truly matters- helping ensure the important women in your life are financially strong for years to come. While money conversations can feel uncomfortable or even taboo, they’re essential for creating peace of mind and avoiding confusion down the road. From overlooked life insurance policies to disorganized accounts, too many families are left scrambling simply because no one had “the talk.” In this episode, Trent and Brandon break down how to have meaningful financial conversations with moms at every life stage: retired, young, or caring for both kids and aging parents. They discuss why getting organized matters, what documents and policies often go unnoticed, how to prepare for long-term care needs, and the overlooked value of digital literacy and cybersecurity. If you’re looking to give a gift that truly matters this year, start here, with the tools and questions that can bring clarity, confidence, and comfort to your loved ones. Here’s some of what we discuss in this episode: 💐Why a "money talk" might be the most valuable Mother’s Day gift ⚠️The hidden risks of letting one partner handle all the finances 🔒 Protecting aging parents from online fraud 🤝 Building your financial dream team: CPAs, attorneys, and advisors Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

1
What the Greats Say About Market Crashes 14:42

vor 5 weeks14:42

14:42

When the market is crashing, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, we turn to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how to think, act, and stay grounded when everything feels uncertain. Tune in for timeless lessons about controlling your emotions, staying the course, and avoiding costly mistakes like panic selling or trying to time the market. You'll hear why staying disciplined during downturns has always been the key to long-term success, and why the "this time is different" mindset can be one of the biggest traps for investors. Here are the quotes we discuss in this episode: 💬 “Be fearful when others are greedy, and greedy when others are fearful.” 💬 “The investor’s chief problem - and even his worst enemy - is likely to be himself.” 💬 “Stay the course. No matter what happens, stick to your program…” 💬 “The four most dangerous words in investing are: ‘This time it’s different.’” 💬 “Far more money has been lost by investors preparing for corrections… than has been lost in the corrections themselves.” 💬 “Risk is what’s left over when you think you’ve thought of everything.” Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

1
Retirement Lessons From The Masters 11:15

vor 7 weeks11:15

11:15

The Masters is a beautiful reminder of how much strategy, patience, and long-term focus go into a great round of golf. Turns out, retirement planning works the same way. In this episode, Trent and Brandon tee up five key lessons from the Augusta National and show how they translate into smarter financial decision-making. They explore why chasing a “hole-in-one” stock rarely works, why a single financial tool isn’t enough, and how to prepare for the unexpected risks that show up later in life. You’ll also hear why the last phase of retirement planning can be just as important as the early years and how working with a trusted advisor can help you avoid the costly mistakes that sideline so many investors. Whether you're still saving or already drawing from your accounts, this episode will help you think more clearly about how to stay steady, avoid hazards, and finish your financial game strong. Here’s some of what we discuss in this episode: ⛳ A hole-in-one won’t win retirement 📊 Why you need a full “bag” of financial tools ⚠️ Hazards like inflation and taxes can derail your plan 📉 The final stretch of retirement may be the riskiest 🤝 Why every pro needs a caddy (aka an advisor) Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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Retirement Assassins: The Silent Killers of Your Financial Future 13:50

vor 9 weeks13:50

13:50

The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. And the assassins in the retirement planning world are exactly the same way. Let’s talk about some of the retirement assassins that can destroy your retirement if you’re not on guard. From stock market crashes to unexpected costs, many factors can derail your plans without warning. Whether it’s the rise of inflation, increased healthcare costs, or the loss of a spouse’s income, we’ll discuss how you can proactively combat some of these silent threats. Here’s some of what we discuss in this episode: Having an income plan to help mitigate losses during market corrections The high costs of nursing homes and assisted living The financial implications of losing a spouse Planning for a longer life expectancy to ensure your savings last Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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If You’re a Smart Investor, Do You Really Need a Financial Advisor? 16:25

vor 13 weeks16:25

16:25

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own. Here’s some of what we discuss in this episode: Where financial advisors add value that DIY investors might not consider Common financial blind spots or mistakes that smart DIY investors tend to overlook What happens when life changes? What Trent and Brandon would say to investors who are skeptical that an advisor could improve their financial situation Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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5 Financial Mistakes to Avoid in Your 60s 13:33

vor 15 weeks13:33

13:33

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Trent and Brandon discuss 5 common financial blunders to avoid during this pivotal decade. They’ll break down the missteps that could derail your retirement plans, from claiming Social Security without a plan to failing to protect your assets as you move into retirement. They’ll also share practical strategies to help you stay on track and make informed financial decisions. Tune in to ensure you’re not making these 5 financial mistakes! Here’s some of what we discuss in this episode: The impact of unnecessary spending on retirement plans Overlooking healthcare costs and insurance planning Failing to protect your assets as you move into retirement Taking or delaying Social Security benefits without a plan Omitting an estate plan Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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The New Retirement: Why Many Are Choosing Work Over Leisure 8:50

vor 17 weeks8:50

8:50

A recent article on Fortune highlights a growing trend among baby boomers: continuing to work well into their 60s and 70s. Surprisingly, this not out of necessity, but for the mental stimulation, social connections, and fulfillment that work provides. With nearly 20% of Americans over 65 still employed, this shift is challenging traditional views of retirement and sparking important conversations about what it means to truly retire. Join us as we explore this growing trend on today’s show. Trent and Brandon have seen firsthand how important it is to have a plan for how you’ll spend your time in retirement. Could staying in the workforce be the right choice for you? Here’s some of what we discuss in this episode: The importance of knowing what you’re retiring to The loss of purpose and loneliness that some retirees can feel Some considerations to keep in mind if you’re planning to work part-time or as a contractor The shifting attitudes toward work and retirement in younger generations Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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New Year, New Me: How To Change Your Money Attitude In 2025 9:17

vor 18 weeks9:17

9:17

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. In this episode, we’ll dive into some common financial pitfalls- like overspending, neglecting investments, or not having a clear financial plan- and explore practical ways to shift toward smarter money management in 2025. Whether it’s creating a budget that actually works, making informed investment decisions, or simply getting a better handle on your overall financial picture, tune in for helpful changes you can make this year to embrace the new you. Here’s some of what we discuss in this episode: Prioritizing what you spend on Making room in your financial plan for enjoyment Taking the time to list out your accounts and the amounts in them Getting your investments back on track Making a plan that is specific to your goals and your needs Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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401(k)s, Social Security, & Spousal Finances: Answering Your Top Money Questions 15:08

vor 22 weeks15:08

15:08

Kick off the New Year by gaining valuable financial insights. In this episode of the Mind Your Money podcast, Trent and Brandon dive deep into listener questions covering a wide range of topics. Join them as they break down questions around maximizing 401(k)s, when you should be looking at taking your Social Security benefit, how spouses can get on the same page financially, and the fear of a future market crash. Here’s some of what we discuss in this episode: Spousal Financial Harmony: Discover practical strategies to bridge the gap between spouses' financial perspectives and achieve shared goals. 401(k) Optimization: Learn how to maximize your 401(k) contributions and investment choices to build a strong retirement foundation. Social Security Timing: Explore the complexities of Social Security benefits and determine the optimal age to start claiming to maximize your lifetime income. Conquering Market Crash Anxiety: Address the fear of market downturns and develop a robust investment strategy that can weather economic storms. Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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Unlikely Wisdom: Financial Advice From Your Favorite Celebrities 11:33

vor 24 weeks11:33

11:33

You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Listen in to today’s show as we break down quotes from some of your favorite celebrities to see what financial lessons we can learn from them. Trent and Brandon will discuss attacking financial challenges head-on, why a plan is crucial to helping you stay on track, taking charge of your finances, and much more. Whether you’re a fan of celebrity and entertainment culture, or you’re looking for some financial guidance, there’s something for you in today’s episode. Here’s some of what we discuss in this episode: Tackling your financial problems head-on The importance of planning so you’re ready for the unexpected Taking charge of your finances Focusing on solutions Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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Is Living Off Dividends A Solid Retirement Income Strategy? 16:24

vor 26 weeks16:24

16:24

In this episode of Mind Your Money, Trent and Brandon cover a few different topics. First, they explore the pros and cons of using dividend-paying stocks as a retirement income strategy. They’ll also dive into the impact of market crashes and how your stage in life influences your approach to risk management. Finally, they explore the key differences in retirement planning for Baby Boomers and Gen Xers. This episode covers a lot of ground, so be sure to reach out to Trent and Brandon if you have any questions. They’re here to help! Here’s some of what we discuss in this episode: Some pros and cons of dividend stocks + taking a balanced approach to investing The impact of market crashes on different age groups The differences in retirement planning for Gen X and Baby Boomers Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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The Future Of Social Security: What To Expect 14:04

vor 28 weeks14:04

14:04

Congressman Brendan Boyle recently asked the Congressional Budget Office to study the potential impact of raising the full retirement age for Social Security from 67 to 69. While this change is purely hypothetical for now, it highlights an important issue for the future of Social Security. Social Security will likely be around in some form for the foreseeable future, but it’s unlikely to stay exactly as it is today. Listen in as Trent and Brandon break down the proposal from Congressman Boyle and discuss why they believe long-term fixes to Social Security are needed. Here’s some of what we discuss in this episode: A recent proposal to raise the retirement age from age 67 to age 69 Making Social Security more sustainable in the long term The pros and cons of increasing the full retirement age Cutting your own path for your retirement Resources for this episode Learn more about this proposal here: https://www.cbo.gov/publication/60516 Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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The Fed Rate Cuts: What You Need To Know 10:06

vor 30 weeks10:06

10:06

We talk a lot about the Fed on this show- and for good reason. While elections can have an impact on your investments, what the Fed does next might matter even more. In today’s episode, we’re diving into how the Fed’s recent and potential rate cuts will affect retirees, pre-retirees, and anyone focused on growing and protecting their savings. We’ll break down the Fed’s actions over 2024, from early-year uncertainty to the real possibility of a full 1% rate cut by year-end. We’ll also look ahead to 2025, when even bigger rate cuts could be on the table. If you’re curious about the impact of these Fed decisions and how to stay proactive, this episode is packed with timely insights! Here’s some of what we discuss in this episode: The Fed’s 2024 rate cuts + potential cuts coming in 2025 How falling rates impact money market yields Using CDs and fixed-income options to lock in favorable rates How rate cuts could impact overall market performance and economic growth Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

Mind Your Money with Bradshaw Rogers Financial Partners

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The Magic 8 Ball’s Guide to Retirement Planning 10:39

vor 35 weeks10:39

10:39

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor? Here’s some of what we discuss in this episode: “Should I start saving for retirement now?” “Is 1 million dollars enough to retire?” “Will my retirement plan be affected by future changes in tax laws?” “Should I consider working with a financial professional as I near retirement?” Contact: Website: http://bradshawfp.com Email: office@bradshawfp.com Call: 704-216-2260…

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