Ep 40: Mailbag – Common Retirement Planning Questions


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By Trent Bradshaw. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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.

Here’s some of what you’ll learn in this episode:

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


Website: http://bradshawfp.com

Email: office@bradshawfp.com

Call: 704-216-2260

41 episodes