Ep 16: Personal Stories from Financial Advising

Trent Bradshaw |
Categories

Brandon and Trent are getting personal today with some stories from their careers as financial advisors. It all goes back to their first clients, who taught them the importance of creating a comfortable retirement plan depending on one's situation. In the years since they have found themselves being both educators and last-minute financial saviors. As you’ll hear on this episode, they have learned a lot through their experiences and look forward to sharing some of those today.  

 

 

Key Points:

0:55 – Brandon’s first clients

2:36 – Trent’s first clients

4:33 – No profit, goodwill planning

5:58 – Planning starts with the parents

9:23 – Saving a client just in time

12:09 – Required minimum distributions

 


Contact: office@bradshawfp.com  •  704-216-2260

© Copyright Trent Bradshaw 2021