BFP University: Mind Your Money-logo

BFP University: Mind Your Money

Business & Economics Podcasts

The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. 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.

The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. 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.

Location:

United States

Description:

The BFP University: Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Financial Planning 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 Financial Planning. 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.

Language:

English

Episodes

Ep 22: Economic Predictions for 2022

1/13/2022
There 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...

Duration:00:15:05

Ep 21: What Should You Know About Life Insurance?

12/16/2021
Ironically, 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...

Duration:00:11:39

Ep 20: 22 Money Resolutions for 2022

12/9/2021
As 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...

Duration:00:13:06

Ep 19: Should You Be Putting Off These Financial Matters?

11/4/2021
We 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 answer...

Duration:00:14:44

Ep 18: Spotting Red Flags in Our Finances

10/21/2021
You’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 name...

Duration:00:14:10

Ep 17: Financial Planning for the Holidays

10/7/2021
With 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 – Setting...

Duration:00:10:12

Ep 16: Personal Stories from Financial Advising

9/16/2021
Brandon 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...

Duration:00:15:00

Ep 15: Don’t Make These Retirement Assumptions

9/2/2021
Preparing for retirement means running through a checklist of items and making sure you’re ready for everything life throws at you, but many people often make assumptions that just aren’t always true. Let’s talk about four of the most common retirement assumptions we see and why you can’t build a plan based on these beliefs. Key Points: 0:29 – I’ll spend less in retirement 2:39 – Taxes will be lower in retirement 4:37 – Paying for children/grandchildren education 8:10 – I’ll never be...

Duration:00:12:19

Ep 14: What Drives Us Crazy

8/19/2021
Our job as financial advisors is to help clients reach their retirement goals through proper planning and careful execution, but not everything in the financial world operates as we’d like. It’s time to highlight the areas in planning that can be really frustrating, even for us. Key Points: 0:47 – Hidden Fees 2:05 – Advisors that put their own goals ahed of their clients 5:12 – Cookie-cutter strategies 6:30 – Pushing specific products 9:29 – Making financial plans too...

Duration:00:12:58

Ep 13: Status of the American Pension

8/12/2021
The pension has long been the key source of income for American retirement plans, but that’s changed over the past decade or two. As the pension disappears, it’s impacting the way people have to save and invest to ensure their retirement goals are met. On this episode, we’ll discuss the adjustments that pre-retirees are having to make. Key Points: 0:42 – Biggest issues with pension plans 3:24 – Lump sum vs annuity payment 6:30 – Puts responsibility back in employee’s hands 7:50 –...

Duration:00:12:58

Ep 12: Financial Planning in Biden's America

8/5/2021
The first months under the latest administration in Washington D.C. has already seen a number of changes and proposals laid out that will impact financial planning. Let’s take a look at five of most issues that are being addressed and determine what this might mean for our clients. Key Points: 0:43 – Coronavirus stimulus and continued response 5:05 – Infrastructure package 6:04 – Proposed capital gains tax 9:48 – International relationships 11:51 – Climate plan Contact: Email:...

Duration:00:15:50

Ep 11: Lessons From The Market Crash Hall Of Fame

7/1/2021
Everyone wants to know when the next market crash is going to happen, but there’s no one with that answer. The better question is what can you do to be prepared for that next crash? Let’s take a look back at the worst crashes in market history and what lessons they taught us about planning. Key Points: 1:36 - Black Tuesday 4:00 - The Dot Com Crash 5:26 - 9/11 Crash 6:22 - 2008 Financial Crisis 10:39 - Coronavirus Pandemic 13:36 - What Will Cause The Next Crisis? Contact: Email:...

Duration:00:17:33

Ep 10: What’s Your Retirement Lifestyle?

6/17/2021
Have you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? Not all retirement planning is about the finances. Let’s look at some of the lifestyles that are popular among retirees and discuss some of the financial things to consider if you’re going to try to live out one of these particular living situations. Key Points: 0:54 - Two House Solution 2:54 - The RV Life 5:08 - Staying At Home 6:03 - College Town 7:22 - No...

Duration:00:13:42

Ep 9: Money Lessons From The Richest Musicians

6/3/2021
Let’s look at some of the richest people in the music industry and see what lessons we can learn from them that we can apply to our own retirement planning. Key Points: 1:18 - Andrew Lloyd Webber 3:13 - Bono 4:45 - Sean Combs 6:46 - Dolly Parton Contact: Email: office@bradshawfp.com Call: 704-216-2260

Duration:00:11:08

Ep 8: Navigating Through Financial Stress With Dr. Natalie Atwell

5/20/2021
Dr. Natalie Atwell joins us on today's show. Dr. Atwell is a Licensed Clinical Mental Health Counselor Supervisor in the state of North Carolina and a Board Certified Professional Christian Counselor. She currently runs her own practice and also teaches counseling classes at Liberty University. We talk to Dr. Atwell about how finances can impact both physical and mental health and how to reach out for help. Key Points: 0:37 - Background on Natalie’s Practice 1:24 - How COVID Has Affected...

Duration:00:22:53

Ep 7: 2021 Housing Market With Dianne Greene

5/6/2021
In this episode, we are joined by Dianna Greene, the owner of Towne and Country Century 21 in Salisbury, North Carolina. Dianna discusses how the current real estate market stands and compares it to her four decades of experience. She also gives insight into how the real estate world is changing and common trends she is seeing in the market. Key Points: 2:06 - What Is The Status Of The Real Estate Market Right Now 6:06 - Dianna Compares This Real Estate Market To What She’s Seen In Her...

Duration:00:32:03

Ep 6: How COVID-19 Has Impacted The Airline Industry With Ron Corriher

3/4/2021
We invite airline pilot Ron Corriher to the podcast today. Ron has experienced first-hand on how the pandemic has changed the airline industry. We discuss the rules and regulations that have been put in place for safe travel, capacity of flights, and much more. Key Points: 0:31 - About Our Guest Ron Corriher 1:44 - Current Capacity? 2:27 - New Requirements 4:08 - Air Quality On A Plane 5:53 - UV Lights 7:30 - Is There A Minimum Amount Of Passengers? 8:15 - Rules & Regulations In...

Duration:00:19:16

Ep 5: Alternative Investments: Ignore? Or Jump All Over Them?

2/18/2021
The “normal” investment world already seems crowded with endless possibilities of companies and ways to invest. Yet there’s a segment of the market classified as alternative investments that many people find intriguing. Could there ever be a place for alternative investments in your portfolio? What are some of the alternative investments you should know about? We’ll seek to answer those questions and more on this episode. Key Points: - Brief Overview Of Alternative Investments - What’s A...

Duration:00:17:12

Ep 4: Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Few Weeks On Wall Street

2/11/2021
You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events. Key Points: 1:01 - What Is GameStop? 2:34 - Short Selling The Stock 6:41 - Limiting The Amount Of...

Duration:00:15:55

Ep 3: Legacy & Estate Planning

1/21/2021
For most people, legacy planning is an uncomfortable conversation to have with their loved ones, but it is vital to get all the details squared away while you are still in good health. On today's show we discuss some common legacy and estate planning mistakes and how you may be able to avoid those with a proper plan in place. Key Points: 0:29 - Common Mistakes 3:30 - Beneficiary Designations 7:39 - Important Documents You May Need 9:06 - Healthcare Power Of Attorney 9:47 - Name...

Duration:00:17:34

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