Latest / Mind Your Money with Bradshaw Rogers Financial Partners
A Retirement Case Study: Meet Fran
What happens when retirement arrives sooner than expected? In this unique case-study episode, we walk through the real-life story of Fran, a 62-year-old former teacher who found herself retired after a career change and workplace restructuring. Along the way, you'll hear how a comprehensive financial plan can uncover opportunities, address risks, and provide confidence for the road ahead.
Here's some of what we discuss in this episode:
💰 Income Gaps: Making the numbers work
🏦 Pension Value: It might be more powerful than expected
🏋️ Part-Time Work: Purpose, fun and extra income
⚠️ Long-Term…
The skinny
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