Latest / Mind Your Money with Bradshaw Rogers Financial Partners
Mailbag: Parents, Pensions, Social Security & Shared Decisions
Big financial decisions rarely happen in isolation, and many involve family, timing, and long-term consequences. In this mailbag episode, Trent and Brandon respond to listener questions that highlight the importance of thoughtful planning before making major moves. Tune in for a practical conversation for anyone navigating complex financial choices with real-world implications.
Here's some of what we discuss in this episode:
👵 Aging Parents: Planning conversations and financial considerations when parents need care
🎁 Gifting to Kids: Understanding how gifting works and when it may make sense…
The skinny
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