Best Mindyourmoney Podcasts (2024)

1
Lies You May Be Telling Yourself in Financial Planning 13:16

3h ago13:16

13:16

There are some lies that people commonly tell themselves when it comes to financial planning. For example, are you guilty of telling yourself that you’re too young to start saving for retirement? Or that it’s safer if you keep your money in cash? Then this is the episode for you! Join Trent and Brandon as they dive into some common lies that people…

1
Avoid These Mistakes When Choosing a Financial Advisor 15:27

12d ago15:27

15:27

Are you confident in your choice of financial advisor? In our latest episode of the Mind Your Money podcast, Trent Bradshaw and Brandon Rogers from Bradshaw Rogers Financial Partners discuss the common mistakes people make when selecting a financial advisor. Learn about the importance of understanding advisor compensation, the pitfalls of trusting …

1
Combatting Popular Excuses For Poor Financial Decision-Making 10:58

26d ago10:58

10:58

When it comes to managing money, we all have our justifications for the choices we make. However, some of these excuses can lead to poor financial decisions that may affect your future. In this episode, Trent and Brandon share some of the most common excuses they hear and explain why they don’t often hold water. From starting Social Security too ea…

1
Expectation vs. Reality: The Truth About Retirement Planning 10:32

2M ago10:32

10:32

Many people have preconceived notions about what retirement should look like. Oftentimes, TV commercials and retirement shows paint this as a time of endless days of relaxation, travel, and leisure. But how realistic is this for you? We’ve found that some people just need a reality check when it comes to understanding their retirement. Today, we'll…

1
Getting to Know Trent and Brandon 14:07

2M ago14:07

14:07

There's something fun about getting to know the people behind the professional titles. So, in today’s episode, Trent and Brandon are taking a break from financial talk to share a bit about themselves. They’ve lined up some unique questions to help you get to know them on a more personal level. From childhood mischief to career reflections, Trent an…

1
Winning the Financial Triple Crown: Strategies from the Kentucky Derby 13:19

3M ago13:19

13:19

The Kentucky Derby is coming up on May 4th this year. As always, it’ll be a spectacle of speed, strategy, and stunning hats. In this episode, we’ll explore how several intricacies of horse racing intertwine with the journey to crafting a winning retirement plan. Learn the importance of a strong support team, protecting your investments, and why a o…

1
How Is Technology Redefining Retirement Planning? 18:06

3M ago18:06

18:06

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities. While technological adva…

1
Don’t Make These Income Planning Mistakes 11:31

4M ago11:31

11:31

Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future. Did you know that man…

1
How One Overlooked Issue Can Sink Your Retirement 12:00

4M ago12:00

12:00

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom. We'll share key strategies to plug the gaps, ensuring your financial ship stays buoyant and on course. Tune in to pr…

1
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket 11:16

5M ago11:16

11:16

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 …

1
Will The Economy Boom or Bust in 2024? 13:17

6M ago13:17

13:17

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a c…

1
Patience Pays: The Power of Delayed Gratification in Financial Planning 13:50

7M ago13:50

13:50

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit, when you should really consider the delayed rewards While it might be tempting to use some of your savings for non-emergency pu…

1
Frosty’s Retirement Playbook: Crafting A Successful Financial Snowman 16:35

7M ago16:35

16:35

Just like building a snowman in the crisp winter air, creating a structurally sound retirement strategy requires careful consideration and planning. From establishing a solid base to adding protective layers, we’re here to ensure your financial landscape remains cool and collected. Tune in and learn how to build a financial snowman that stands the …

1
Money Mistakes You'll Regret and How to Avoid Them 20:00

8M ago20:00

20:00

“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. We kick…

1
Retirement Planning’s “Hidden” Questions 13:55

9M ago13:55

13:55

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about reti…

1
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire 12:49

9M ago12:49

12:49

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Listen in as we discuss strategies to potentially avoid them and understand the risks of not preparing for them in advance. And for those…

1
Are There Universal Retirement Truths? 15:58

10M ago15:58

15:58

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across th…

1
Building An Estate Plan With No Regrets 15:37

10M ago15:37

15:37

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

1
Brick and Mortar Retirement: The Pros and Cons of Real Estate Investing for Retirement 14:48

11M ago14:48

14:48

In this episode, we construct a helpful conversation about the role of real estate in a retirement strategy, exploring everything from rental income to reverse mortgages. Whether you're a pre-retiree with a portfolio of properties or just curious about leveraging your home equity, this discussion offers thoughtful insights for anyone navigating the…

1
Why You Should NOT Invest In A 401(k) 13:48

11M ago13:48

13:48

Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-prov…

1
Bad Money Habits Could Spoil Your Retirement Party 14:27

12M ago14:27

14:27

Picture this: You're at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate because, with just a little bit of modification, you can rid some of the worst money habits fr…

1
Winning Your Financial Independence 12:58

1y ago12:58

12:58

Celebrate the spirit of the month with our latest episode as we tackle the concept of financial independence. While the American colonists fought for freedom from British rule, we're here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets requ…

1
Key Financial Decisions During Major Life Events 17:47

1y ago17:47

17:47

Are you ready to take control of your finances during life's most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. From the excitement of marriage and the joy of welcoming a new child to the challenges of divorce and changing jobs, we'll provide practical tips and guidance to help…

1
5 Biggest Money Mistakes in Retirement Planning 16:25

1y ago16:25

16:25

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. Join us as we delve into these key issues and learn …

1
Taking a Look at the Banking Crisis of 2023 13:56

1y ago13:56

13:56

Join us as we dive into the commentary surrounding the series of 2023 bank collapses that have shaken the financial world. Notable institutions such as Silicon Valley Bank, Credit Suisse, and First Republic Bank have experienced unprecedented turmoil this year. In the midst of these events, how should the average American respond with their hard-ea…

1
Ep 47: Retirement Expenses For Which You Forgot To Plan 15:41

1y ago15:41

15:41

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unex…

1
Ep 46: What You Need To Know About Medicare Before Retirement 12:55

1y ago12:55

12:55

Medicare can be a confusing topic, especially for those approaching retirement. As a complex government system with numerous moving parts, it's essential to understand the basics before making any decisions. In this podcast episode, we'll be breaking down the ins and outs of Medicare, so you can gain a comprehensive understanding of this healthcare…

1
Ep 45: The Incomplete Financial Plan 15:56

1+ y ago15:56

15:56

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. In this episode, we'll point out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. From not ac…

1
Ep 44: Top Ten Tax Questions for Retirees in 2023 17:05

1+ y ago17:05

17:05

Retirement can come with a lot of tax questions and concerns. From understanding the tax implications of withdrawing from your retirement accounts to minimizing taxes on investment income, it can be overwhelming. On today’s episode, we’ll break down the top ten tax questions retirees are asking in 2023. Before you file your 2022 taxes and plan ahea…

1
Ep 43: What’s Your Biggest Financial Fear? 15:37

1+ y ago15:37

15:37

Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it drives many of our decisions with money. So what’s your biggest financial fear? We ask this consistently during our initial meetings with prospective clients and the answers are all over the…

1
Ep 42: Four Ways The SECURE Act 2.0 Might Impact You 12:52

1+ y ago12:52

12:52

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at the beginning of 2020, but this latest bill still includes nearly 100 provisions. We don’t have time to sort through all of those, but we do want to highlight a handful of the items that cou…

1
Ep 41: What You Need to Know About Bonds 16:32

1+ y ago16:32

16:32

Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond-related issues on today’s show. In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are responding to the current market. He…

1
Ep 40: Mailbag – Common Retirement Planning Questions 18:16

1+ y ago18:16

18:16

We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners. In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to reach …

1
Ep 39: Controlling Greed, Fear, and Other Emotions When Planning for Retirement 15:50

1+ y ago15:50

15:50

On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process. If you want to better understand and control your emotions to experience a better financial …

1
Ep 38: How Procrastination Can Doom Your Financial Future 12:38

2y ago12:38

12:38

People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant due to stress. No matter what your roadblock is, one day you will have to stop procrastinating. The sooner, the better. Let’s explore some of those excuses and why they can be dangerous and t…

1
Ep 37: Going Against the Grain 17:34

2y ago17:34

17:34

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…

1
Ep 36: Planning for Retirement’s Uncertainties 12:36

2y ago12:36

12:36

There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors? In this episode, we will try to prepare you for some changes you may encounter in your financial plan over the years. Here’s …

1
Ep 35: Should You Follow These Popular Retirement Rules of Thumb? 11:55

2y ago11:55

11:55

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us do…

1
Ep 34: Are You a Risk Taker? 16:14

2y ago16:14

16:14

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. Here’s some of what you’ll l…

1
Ep 33: Mailbag – Inheritance, Market Growth, and More 16:11

2y ago16:11

16:11

We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and much more. Wendy just inherited a farm along with her six siblings. Four want to sell and three of them want to keep it. Should they buy out the four or argue until they're on the same page…

1
Ep 32: Picking Sides on Common Financial Debates 18:44

2y ago18:44

18:44

There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you don’t need life insurance once you’re in retirement, but is this true? To every question, there’s an emotional and logical reaction and we’ll explore each side of th…

1
Ep 31: Retirement Ain’t What it Used to Be 13:33

2y ago13:33

13:33

In some ways, retirement planning is easier than it used to be and in other ways, it’s a lot more complicated. The one thing we can all agree on though is that retirement ain’t what it used to be. Pensions are very rare now, with most people relying on Social Security as their main retirement income bucket. People are living longer and longer, mean…

1
Ep 30: Investor Beware: Spotting Red Flags When Working With an Advisor 11:15

2y ago11:15

11:15

What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and designations. So, it’s important to work with a qualified and experienced professional you are comfortable with. On today’s episode, we’ll break down some common red flags we’ve seen throughout the…

1
Ep 29: Tax Consequences on Various Retirement Accounts 18:34

2+ y ago18:34

18:34

When saving for retirement there are various tools and vehicles you can invest your money in. Some come with a tax bill now while others will come later. With tax-deferred accounts like a 401(k) or IRA, you pay your taxes later and save now. In contrast, with a Roth IRA, you don’t have to worry about tax brackets going up because you can withdraw i…

1
Ep 28: Customization is King 16:58

2+ y ago16:58

16:58

Most people realize that a customized retirement plan is much better than a one size fits all approach and yet, most of us don’t have a truly customized plan. The age you retire is unique to your situation. Maybe you have to wait for Medicare to kick in or perhaps you really enjoy your job and want to work part-time. Once you are actually in retire…

1
Ep 27: Who Even Needs a Financial Advisor? 15:27

2+ y ago15:27

15:27

Some people think they’ll save money doing their financial plan on their own. Others like the challenge or maybe you just don’t know who to trust. So, on today’s episode, we’ll explore some reasons you may really need a financial advisor and the benefit of working with a professional. Are you a procrastinator? When it comes to finances, we sometime…

1
Ep 26: Things that Don’t Matter Until They Do 20:03

2+ y ago20:03

20:03

Smoke alarms, airbags, and fire extinguishers are all things that don’t really matter until they absolutely do. On rare occasions that you need these items, you’ll be really glad that you have them. On today’s episode, we’re going to explore 4 areas in financial planning that may seem like they don’t matter until they do. We see a lot of people ign…

1
Ep 25: Financial Planning Q & A 19:09

2+ y ago19:09

19:09

Everyone has questions when it comes to financial planning. So today, we are going to sit down and discuss some common questions we get from our listeners and clients. How much do you need to retire? Well, it’s going to depend on your retirement goals. Will you travel, remodel the house, or cut down on big purchases? When it comes to your emergency…

1
Ep 24: Planning for Things We Can’t Predict 14:02

2+ y ago14:02

14:02

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. You are probably concerned about things that you can’t control: the stock market, taxes, healthcare, etc. However, it’s important to prepare your plan for these unknowns. The next market cras…

1
Ep 23: The Great Resignation 15:08

2+ y ago15:08

15:08

You’ve probably heard about the big changes we’ve seen in the job market recently and what’s being called “The Great Resignation.” If you are thinking about changing careers, taking a break from work, or retiring early what do you need to know before you do so? If you do take a break from work, it can impact your Social Security payments later on. …

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