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Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket

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Manage episode 403995251 series 2854350
Content provided by Trent Bradshaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent Bradshaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

March Madness is upon us! As you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Listen in as we draw some parallels between March Madness bracketology and financial planning.

From predicting outcomes to dealing with upsets, we’ll discuss the importance of having a solid financial plan, being prepared for unexpected changes, and avoiding emotional decisions in the planning process. Don't miss out on these game-changing insights as you cheer for your favorite teams and plan for your financial future!

Here’s some of what we discuss in this episode:

  • Having a solid plan in place + adapting as things occur that you didn’t anticipate
  • No outcome is inherently good or bad in financial planning
  • Investing too heavily in company stock because of your faith in your company
  • Avoiding a portfolio full of heavy risks, especially as you near retirement
  • How emotional investing can be detrimental to your retirement savings
  • Planning for unexpected expenses and changes in your retirement

Contact:

Website: http://bradshawfp.com

Email: office@bradshawfp.com

Call: 704-216-2260

  continue reading

74 episodes

Artwork
iconShare
 
Manage episode 403995251 series 2854350
Content provided by Trent Bradshaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent Bradshaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

March Madness is upon us! As you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way. Listen in as we draw some parallels between March Madness bracketology and financial planning.

From predicting outcomes to dealing with upsets, we’ll discuss the importance of having a solid financial plan, being prepared for unexpected changes, and avoiding emotional decisions in the planning process. Don't miss out on these game-changing insights as you cheer for your favorite teams and plan for your financial future!

Here’s some of what we discuss in this episode:

  • Having a solid plan in place + adapting as things occur that you didn’t anticipate
  • No outcome is inherently good or bad in financial planning
  • Investing too heavily in company stock because of your faith in your company
  • Avoiding a portfolio full of heavy risks, especially as you near retirement
  • How emotional investing can be detrimental to your retirement savings
  • Planning for unexpected expenses and changes in your retirement

Contact:

Website: http://bradshawfp.com

Email: office@bradshawfp.com

Call: 704-216-2260

  continue reading

74 episodes

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