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Mind Your Money with Bradshaw Rogers Financial PartnersAuthor: Trent Bradshaw
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. Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Claiming Social Security at 62: Smart Move or Expensive Shortcut?
Thursday, 2 April, 2026
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: office@bradshawfp.com Call: 704-216-2260
