Ep 40: Mailbag – Common Retirement Planning Questions

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |

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 out to us.

Key Points:
1:38 – What age should an aggressive investor start to become more conservative?
6:33 – If you are thinking about retiring early, this is what you need to pay attention to.
13:19 – What is a reasonable amount of pay for financial advice/management?

office@bradshawfp.com  •  704-216-2260
© Copyright Trent Bradshaw 2022