Mailbag: Family Finances, Social Security & Taxes

Mind Your Money with Bradshaw Rogers Financial Partners · Sep 17, 2026 · 18m

Money questions are rarely as simple as they sound. In this mailbag episode, Trent and Brandon unpack everyday financial dilemmas and reveal the deeper planning issues hiding underneath. You'll hear how decisions in one area can quietly ripple across the rest of your financial life. Tune in to hear how a more holistic view can turn confusing questions into confident choices.

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

⏳ Social Security: Why claiming decisions should be based on lifetime income

📬 Inherited IRA: Understanding why some inherited accounts require distributions

🔟 10-Year Rule…