Mind Your Money with Bradshaw Rogers Financial Partners

About Mind Your Money with Bradshaw Rogers Financial Partners

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.

Publisher

Trent Bradshaw

Category

business · business

Language

en

Explicit

No

First episode

14 Jan 2021

Latest episode

17 Sept 2026

Latest episodes

121 episodes in the feed.

1. 

   17 Sept 2026

   Mailbag: Family Finances, Social Security & Taxes

   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: office@bradshawfp.com Call: 704-216-2260

2. 

   10 Sept 2026

   What's Your Number? A Net Worth Reality Check

   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: office@bradshawfp.com Call: 704-216-2260

3. 

   3 Sept 2026

   The Honor and the Headache of Being an Executor

   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: office@bradshawfp.com Call: 704-216-2260

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

16,623

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

7 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 65 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

72

Social presence

0

YouTube

76

Engagement

68

Contact Mind Your Money with Bradshaw Rogers Financial Partners

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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