Advertise on podcast: 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 [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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Check latest episodes from Mind Your Money with Bradshaw Rogers Financial Partners podcast

The Fall 2026 Economy & What It Means for You

2026/10/22

The economy can feel unsettling when the headlines, the markets, and what you're experiencing in everyday life seem to tell different stories. In this episode, Trent and Brandon look at some of the forces shaping that uncertainty and what they could mean for investors and retirees. The bigger takeaway is the importance of separating short-term noise from the decisions that actually belong in your financial plan. A good strategy shouldn't have to change every time the headlines do. Here's some of what we discuss in this episode: 🏦 The Fed: Following changing rate policy 📈 Interest Rates: Understanding shifting bond yields 📊 Market Growth: Looking beyond the headlines 🛒 Everyday Costs: Feeling the affordability squeeze 🗳️ Politics & Money: Separate emotion from investing Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Mailbag: Family Finances, Social Security & Taxes

2026/09/17

Money questions are rarely as simple as they sound. In this mailbag episode, Trent and Brandon unpack everyday financial dilemmas and reveal the deeper planning issues hiding underneath. You'll hear how decisions in one area can quietly ripple across the rest of your financial life. Tune in to hear how a more holistic view can turn confusing questions into confident choices. Here's some of what we discuss in this episode: ⏳ Social Security: Why claiming decisions should be based on lifetime income 📬 Inherited IRA: Understanding why some inherited accounts require distributions 🔟 10-Year Rule: Planning withdrawals so taxes aren't concentrated into one year ❤️ Family Support: Helping an adult child without jeopardizing your own retirement 🏠 Real Estate: Comparing direct property ownership with REIT investing 🧾 Retirement Taxes: Planning withholding and estimated payments after leaving work 💵 Income Planning: Coordinating retirement account withdrawals with taxes Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

What's Your Number? A Net Worth Reality Check

2026/09/10

Net worth can be a useful financial snapshot, but the headline number doesn't always tell you how prepared you are for retirement. Trent and Brandon explain what belongs in the calculation and why liquidity matters just as much as the total value of your assets. Your net worth tells you what you own today, but the bigger question is whether those assets can support the life you want tomorrow. Here's some of what we discuss in this episode: 💰 Net Worth: Understanding what the number actually represents 🏦 Financial Assets: Counting cash, retirement accounts, investments, and insurance values ➖ Debt Impact: Subtracting mortgages, loans, credit cards, and other liabilities 📊 Age Comparisons: Looking at average and median net worth across different age groups 💵 Spending Needs: Why lifestyle costs help determine how much wealth Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

The Honor and the Headache of Being an Executor

2026/09/03

Being named the executor of someone's will can feel like an honor. It can also feel like a lot of pressure. It's more than handing out inheritances. It's paperwork, accounts, taxes, property, creditors, and sometimes family dynamics, stretched out over months or even years. A lot of clients end up in this role without ever planning to, and we're often the first call they make. Today, we talk through how we help. We're not estate attorneys, and we're not trying to be. But when a client is staring down this role for the first time, having someone who can help them make sense of it makes a real difference. Here's some of what we discuss in this episode: 🧭 Getting Started: Understanding the scope of responsibility 👥 Choosing Executors: Making sure the right people are named 🔄 Backup Plans: Why alternate decision-makers matter 🤝 Advisor Support: Helping executors stay organized ⏳ Take Your Time: Why the process shouldn't be rushed 📝 Legal Documents: Wills, powers of attorney, and healthcare directives 🏠 Family Preparation: Reducing the burden on loved ones Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

What Are Your Financial Pain Points?

2026/08/06

Everyone has a financial concern that makes retirement feel uncertain. Trent and Brandon address five common pain points and explain how a coordinated financial plan can help turn those fears into clearer, more manageable decisions. Tune in to find out which retirement worry is keeping you from moving forward. Here's some of what we discuss in this episode: ⏳ Running Out: A plan can test retirement sustainability 🧾 Tax Anxiety: Strategic planning may reduce future burdens 🏥 Long-Term Care: Coverage can protect assets and family 📉 Market Fear: Defensive planning can limit emotional decisions 💳 Spending Guilt: Retirement savings are meant to support life Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Woody, Buzz, and Your Retirement Plan

2026/07/23

The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement. Thirty years later, Toy Story still gets something right — the best adventures are the ones you don't face alone. Here's some of what we discuss in this episode: 🎬 Toy Story Lessons: Classic movie moments reveal financial wisdom 🚀 Buzz's Optimism: Pair big goals with long-term preparation 🤠 Woody's Reality: Accept retirement's financial and personal changes 🪂 Falling With Style: Strong markets are not a strategy 🤝 Trusted Community: Good planning depends on lasting relationships Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Financial Freedom: 4th of July Lessons for Your Money

2026/07/02

What do hot dogs, fireworks, and small-town parades have to do with building wealth? More than you might think. In this special Fourth of July episode, Trent and Brandon use some of America's favorite Independence Day traditions to illustrate timeless financial planning principles. From emergency funds to protecting the people you love and pursuing financial independence, these holiday traditions offer practical reminders for building a stronger financial future. Here's some of what we discuss in this episode: 🗽 Financial Independence – Building the freedom to live on your terms 🇺🇸 Long-Term Discipline – Why patience creates lasting financial success 🎆 Market Volatility – Staying calm when markets become unpredictable 🌭 Emergency Fund Basics – Why every financial plan needs dependable reserves 🎉 Family First – Planning for the people who matter most Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

A Retirement Case Study: Meet Fran

2026/06/25

What happens when retirement arrives sooner than expected? In this unique case-study episode, we walk through the real-life story of Fran, a 62-year-old former teacher who found herself retired after a career change and workplace restructuring. Along the way, you'll hear how a comprehensive financial plan can uncover opportunities, address risks, and provide confidence for the road ahead. Here's some of what we discuss in this episode: 💰 Income Gaps: Making the numbers work 🏦 Pension Value: It might be more powerful than expected 🏋️ Part-Time Work: Purpose, fun and extra income ⚠️ Long-Term Care: Planning before it's needed 📈 Financial Planning: Creating confidence for retirement Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Maverick, Goose, and the Financial Danger Zone

2026/06/11

It's summer and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, Trent figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life. Because Maverick didn't become the best by flying blind and hoping for the best. He had a plan, a co-pilot, and enough self-awareness to know when the risk was worth it. Here's some of what we discuss in this episode: 🚀 The Need for Speed: Patience and Consistency in Investing 💸 Ego and Lifestyle Creep: Financial Pitfalls ⚠️ Highway to the Danger Zone: Managing Investment Risk 📜 The Future is Coming: Estate and Legacy Planning 🤝 Talk to Goose: The Importance of Trust and Financial Guidance Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Famous Financial Advice: Is It Actually Good?

2026/05/21

Everyone has financial opinions these days, especially famous authors, podcast hosts, billionaires, and TV personalities. In this episode, Trent and Brandon react to popular money advice from the big names and explore where some of these ideas make sense, where they may go too far, and why personal financial planning matters more than one-size-fits-all advice. Before you blindly follow another financial "guru," think critically about the advice you hear online. Here's some of what we discuss in this episode: 🏦 Emergency Funds: Balancing safety and growth 📊 Net Worth Tracking: Awareness versus obsession 🏠 Leverage Strategy: Real estate risk management 💳 Spending Habits: Discipline drives financial success 🤖 AI Predictions: Retirement uncertainty ahead 🎯 Personal Planning: Advice must fit your life Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Selling an Inherited Home? Don't Make This Tax Mistake

2026/05/07

Inheriting a home can bring more questions than answers, especially when taxes enter the conversation. Many families hesitate to sell because they're worried about a massive tax bill… but that fear is often misunderstood. Today, we take a closer look at how inherited home taxes work and how one well-intentioned decision could cost you far more than expected. We also talk about the real challenges families face, because it's not always about the numbers. Here's some of what we discuss in this episode: 🏡 Step-Up Rule: Value resets at inheritance 💸 Avoid Big Taxes: Early transfers can backfire 📈 Limited Gain: Only post-inheritance growth taxed 👨‍👩‍👧‍👦 Family Dynamics: Emotions often drive decisions ⚠️ Plan Ahead: Ownership changes have consequences Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Claiming Social Security at 62: Smart Move or Expensive Shortcut?

2026/04/02

Turning 62 opens the door to Social Security, but it also introduces one of the most permanent retirement decisions you'll ever make. Many people claim early for understandable reasons, yet few fully grasp the long-term tradeoffs involved. Brandon and Trent walk through how, when it comes to Social Security, the shortcut can sometimes be the most expensive path. Here's some of what we discuss in this episode: 🕰️ Claiming at 62: Why this age draws so much attention 🤔 Why People File Early: Common motivations and assumptions 📉 Early vs. Full Retirement Age: Understanding long-term impact 👫 Spousal Coordination: Why timing affects more than one person 🧠 Smart Filing Strategies: Making intentional, informed decisions ⚠️ Future Concerns: How uncertainty influences claiming behavior Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Daycare Costs, Grandkids, & Early Retirement: Finding the Balance

2026/03/19

Rising daycare costs are forcing many families into tough conversations, and grandparents often feel caught in the middle. In this episode, we explore the emotional pull of helping with grandkids and the long-term financial tradeoffs that come with retiring earlier than planned. These decisions are rarely about money alone, but the consequences can last for decades. Finding the right balance matters for both generations. Here's some of what we discuss in this episode: 👶 Caring for Grandkids: When family needs spark retirement questions ❤️ Emotional vs. Financial Pull: Weighing priceless moments against long-term impact ⏳ Lifetime Income Effects: How timing decisions ripple over time ⚖️ Middle-Ground Solutions: Exploring flexible options instead of all-or-nothing 🧭 Comprehensive Planning: Building a plan that supports family and retirement Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Where Would You Invest a Million Dollars Today?

2026/03/05

If you suddenly came into a large sum of money, where would it actually belong? The answer isn't as simple, or as universal, as most headlines make it seem. Brandon and Trent explore how different perspectives can lead to very different strategies, and why context matters more than trends. Before you copy someone else's playbook, it's worth understanding what should drive decisions at this level. Here's some of what we discuss in this episode: 💰 The Million-Dollar Question: Why a big number doesn't automatically mean a big risk 🧩 Different Expert Perspectives: How professionals can see the same scenario very differently 🎯 Age & Timing Considerations: Why life stage quietly changes the answer 🧾 Tax & Liquidity Realities: What often gets overlooked when imagining lump sums 🧭 Personalized Planning: Why no two "right answers" ever look the same Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260

Mailbag: Parents, Pensions, Social Security & Shared Decisions

2026/02/19

Big financial decisions rarely happen in isolation, and many involve family, timing, and long-term consequences. In this mailbag episode, Trent and Brandon respond to listener questions that highlight the importance of thoughtful planning before making major moves. Tune in for a practical conversation for anyone navigating complex financial choices with real-world implications. Here's some of what we discuss in this episode: 👵 Aging Parents: Planning conversations and financial considerations when parents need care 🎁 Gifting to Kids: Understanding how gifting works and when it may make sense ⏳ Social Security Timing: Weighing when to start benefits and why timing matters 📉 Rates & Inflation: How interest rate changes may influence inflation expectations 🏖️ Family Vacation Homes: Financial and relational considerations before buying together 💼 Pension Decisions: Comparing lump sum options versus monthly income payments Contact: Website: http://bradshawfp.com Email: [email protected] Call: 704-216-2260