Description

The Kentucky Derby is coming up on May 4th this year. As always, it’ll be a spectacle of speed, strategy, and stunning hats. In this episode, we’ll explore how several intricacies of horse racing intertwine with the journey to crafting a winning retirement plan.

Learn the importance of a strong support team, protecting your investments, and why a one-size-fits-all approach to financial planning is as outdated as last year's Derby hat. Don't bet on chance; bet on a plan. Grab your saddle and join us at the starting gate as we race toward retirement.

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

• Just as racehorses undergo regimented training, investors need to educate themselves
• Having solid communication with your team is an important part of the process
• Understanding the balance of risk and reward + doing your homework before making big investment changes
• The importance of adaptability and strategies throughout the different phases of retirement planning

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260