Mind Your Money with Bradshaw Rogers Financial Partners

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The Fall 2026 Economy & What It Means for You

2026-10-2215:10

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

2026-09-1718:33

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

2026-09-1016:38

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

2026-09-0312:33

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?

2026-08-0611:25

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

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Mind Your Money with Bradshaw Rogers Financial Partners