Shows
Mindset with Brad BarrettExtreme Frugalness: Wealth Builder or Life DestroyerWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Warren Buffett is one of the richest people on the planet but is famous for living a life of extreme frugality. He still lives in the same house he bought in 1958 and seems perfectly content with fast food and a flip phone. Which raises an uncomfortable question for the rest of us…should we all follow suit or is Buffett just built differently? Today, we're talking about extreme frugality. What is it, is it h...
2026-02-2424 min
Mindset with Brad BarrettHow To Hold On To Generational Wealth Like A RockefellerMany of us are working hard to achieve financial freedom, and hopefully enough wealth so that we can take care of our families for the rest of our lives. And for those that achieve this goal there is a desire to pass that wealth down to bless our children and our children's children. But statistics show that generational wealth is extremely hard to hold on to through multiple generations. So, how do some of the riches families in American history do it? On this episode we're trying to answer that question, using John D. Rockefeller a...
2026-02-1722 min
Mindset with Brad BarrettEverything You Need To Know About Buying And Selling A House In 2026Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've tried to follow the real estate market lately, you may have noticed it feels a bit like a game of musical chairs—except the music is mortgage rates, the chairs cost six figures, and everyone is pretending they're totally calm about it. But the fact we all need somewhere to live and it's one of the best ways to invest your money…when done wisely. That's why we're talking about how to nav...
2026-02-1020 min
Mindset with Brad BarrettStop Betting on Sports and Start Betting on Your FutureEvery year, millions of people collectively throw massive amounts of cash at odds that are about as predictable as a hyperactive 5-year-old on espresso. But what if, instead of trying to outguess the refs, you took that same money and plunked it into a long-term investment? You might not get the thrill of watching your team pull off a miracle in the final minute, but your bank account might throw you a victory party. On this episode, we're driving into the world of sports better and talking about how much we really spend on sports b...
2026-02-0320 min
Mindset with Brad BarrettHow To Master The Financial Lessons You Should Have Learned In High SchoolWe all learned a lot of things in high school… a lot of things we don't really use in our adult life. What it did notteach many of us was how to file taxes, build credit, avoid overdraft fees, or figure out why your bank app suddenly looks angry at you. Somehow, we all graduated knowing the mitochondria is the powerhouse of the cell, but not how interest works on a credit card. So, let's fix that. These are the real-world financial lessons you actually need, the ones that should've come with your diploma but did...
2026-01-2620 min
Mindset with Brad BarrettWhere did all the pensions go and how you can still find one?Once upon a time, there was a magical creature known as the full pension where a company would pay your full salary for the rest of your life after you retire. Today, instead of guaranteed checks for life, most of us are handed a retirement plan consisting of a handshake and a heartfelt "good luck." So where did all the pensions go, what replaced them, and—more importantly—where can you still find one? On this episode we're answering those questions and giving you some tips about where you can still bag one of those elusive unicorn pensions. ...
2026-01-2021 min
Mindset with Brad Barrett2026 Financial Predictions: Forecasting Markets, Housing, A.I. and More!Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've ever wished for a crystal ball that could tell you what your money is about to do, good news — the big banks have been squinting into theirs and making some educated guesses on everything from stock market moves and federal interest rates to whether your dream house will finally stop playing hard to get. They're also forecasting how artificial intelligence will continue quietly taking over our spreadsheets, schedules, and possibly our jobs. So, sit back, rel...
2026-01-1320 min
Pension AttentionFinancial Resolutions The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad takes on one of the most overhyped traditions of the year, financial New Year's resolutions. Instead of vague promises like "save more" or "be better with money," Brad breaks down what actually works and why most resolutions fail by February. Whether your resolutions usually fizzle out by winter or you've never made financial goals at all, this episode gives you a s...
2026-01-1214 min
Mindset with Brad BarrettFive Resolutions To Help You Finally Get Your Finances In Order In 2026Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. The dawning of 2026 brings in a renewed sense of possibility — a fresh chance to reset, refocus, and finally take control of the areas of life that matter most. For many of us, our finances sit at the top of that list, carrying the weight of old habits, lingering stress, and goals that never quite made it past January. But this year can be different. With the right intentions and a clear plan, small, mean...
2026-01-0619 min
Mindset with Brad BarrettHow To Tell The Difference Between A Good Company And A Good InvestmentWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Just because you love a company doesn't mean investing in it will turn you into the next Warren Buffett. You might think their products are life-changing — maybe they saved you from bad hair days or brought you the softest sweatpants known to humankind — but that doesn't automatically mean their stock will buy you a yacht someday. The financial world is full of great companies that don't always make for the best investments… and a surpri...
2025-12-1621 min
Pension AttentionWhat You Should've Learned In High SchoolThe evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad tackles one of the biggest gaps in our education system, the money lessons we should've learned in high school but didn't. Brad walks through the foundational financial skills every young adult needs before stepping into the real world: how to budget without feeling broke, how credit actually works, the basics of investing, and why understanding taxes isn't just for accountants. Whether your...
2025-12-1519 min
Mindset with Brad BarrettHow to Protect Your Lottery Winnings: Tips for Keeping the CashWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Winning the lottery feels like the universe just handed you a golden ticket to Easy Street—until you take a closer look and realize it actually comes with fine print the size of a CVS receipt. Yes, you may have imagined yachts, mansions, and dramatically quitting your job, but the truth is… Between taxes, fees, long-lost "relatives," you're not going to keep nearly as much of that jackpot as you think. On this episod...
2025-12-0919 min
Mindset with Brad BarrettTop Tax Tips to Do Before 2025 Ends for a Bigger Refund in 2026Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. It's that magical time when financially responsible adults everywhere start asking themselves the big question: "How can I avoid donating half my paycheck to the IRS next year?" While most people would rather dream about sugar plum fairies dancing around the Christmas tree than think about taxes, a little planning before the end of 2025 can turn filing in 2026 from a horror movie into a warm feel-good rom-com where you end up high-fiving yourself for being a tax g...
2025-12-0220 min
Mindset with Brad BarrettHoliday Money Talks: How to Discuss Finances With Family (Without Starting a Fight)Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Ah, the holidays — that magical time of year when families gather to eat, laugh, exchange gifts, and absolutely avoid talking about anything remotely related to money. Mention budgets at Thanksgiving and suddenly everyone's gotta get fresh air. Bring up spending habits at Christmas and you might get a handful of yams thrown at your face. But here's the thing: the holidays are actually the perfect time for healthy, low-stress money conversations… as long as you don't start them...
2025-11-2421 min
Pension AttentionHoliday Money Table TalkThe evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad wades into one of the most high stakes traditions of the season…holiday table talk. Brad breaks down the conversations you should be having with every family member. He dives into the money dynamics nobody wants to bring up — budgeting for gifts without guilt, helping older relatives prepare financially, and even teaching younger family members about saving before they pick up their first p...
2025-11-2417 min
Mindset with Brad BarrettHow To Financially Prepare For Having A Baby?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Having a baby is a magical experience—right up until you realize diapers cost more than the GDP of Norway. Whether you're dreaming of starting a family or already staring at a newborn who's loudly demanding room service at 3 a.m., getting financially prepared can make the whole adventure a lot less chaotic. From budgeting for baby gear that mysteriously multiplies overnight, to planning for unexpected "surprises" (like discovering daycare costs more than your first car...
2025-11-1821 min
Mindset with Brad BarrettWhy Do We Get So Uncomfortable When Someone Asks Us For Money?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Few things make people squirm faster than being asked for money. Suddenly, everyone forgets how to make eye contact, checks imaginary text messages, or develops an urgent need to "run to the bathroom real quick." If you're one of those people don't feel bad. You're not alone. On this episode, we're talking about why people get so uncomfortable when they're asked for money, and some of the psychological screws that are turning in ou...
2025-11-1120 min
Mindset with Brad BarrettWhat Is Passive Income and How Do You Get Some?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Ah, passive income—the magical unicorn of the financial world. It's the idea that money could keep flowing into your account even while you're binge-watching Netflix or pretending to be productive on a Sunday afternoon. For many, it sounds too good to be true—like a get-rich-while-you-nap scheme dreamed up by someone who's allergic to alarm clocks. But here's the thing: passive income is real… it just usually involves a bit of not-so-passive effort upfront. O...
2025-11-0419 min
Pension AttentionFinancial Conspiracy Theory: Was JP Morgan Involved In The Sinking Of The Titanic? The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad dives into one of the most fascinating financial conspiracy theories in history — did J.P. Morgan really sink the Titanic to pave the way for the Federal Reserve? He unpacks the story's origins, separates myth from evidence, and explores why this century-old event still captures the imagination of finance buffs today. From the wealthy elites onboard to the timing of the...
2025-11-0318 min
Mindset with Brad BarrettFinancial Conspiracy Theories: Was The Titanic Intentionally Sunk?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you hear faint ghostly wails on a cold October night, don't worry — it's probably just the restless spirits of millionaires who didn't buy into JP Morgan's banking plans. Legend (and a few very dedicated Reddit threads) say the Titanic didn't sink because of an iceberg… it sank because of a bank. Yes, according to this delightfully chilling conspiracy, financier, tycoon, and perhaps — if you believe the legends — the ghostly godfather of the Federal Re...
2025-10-2722 min
Mindset with Brad BarrettHow To Identify The Money Disorder You May Not Know You HaveWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If money came with a warning label, it would probably say: "Side effects may include stress, denial, reckless Amazon purchases, and hiding delivery boxes from loved ones." The truth is, we've all got our financial quirks—but some of us take it to Olympic levels. From the chronic over-spenders to the savings hoarders guarding their bank accounts like dragons on a gold pile, there are a few classic money disorders most of us fall into. The good new...
2025-10-2124 min
Mindset with Brad BarrettIs Cash A Necessity For Today Or A Relic Of Yesterday?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Remember cash? Those colorful bits of paper that used to live in your wallet before being replaced by a sleek piece of plastic—or, let's be honest, your phone? These days, pulling out actual dollar bills at a checkout counter feels about as old-fashioned as paying for groceries with gold coins or trading chickens for Wi-Fi. But before we declare cash a dusty relic fit only for grandparents and conspiracy theorists, it's worth asking: do we still nee...
2025-10-1424 min
Mindset with Brad BarrettWhy It's Important To Agree On Finances In A MarriageWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. They say love conquers all, but that's only because no one wants to print wedding invitations that read "'Til overdraft do us part." You can be soulmates, finish each other's sentences, and agree on everything from pizza toppings to pet names—but the moment one of you thinks "budget" means spreadsheets and the other thinks it means "guidelines you mostly ignore," you're not a couple, you're a financial crime documentary in progress. Disagreements about money don't just cau...
2025-10-0724 min
Mindset with Brad BarrettHow Renting Vs Buying Affects Your Retirement Plans?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Trying to decide whether to buy a house or keep renting is a bit like choosing between pancakes and waffles—both can be delicious, both come with their own quirks, and everyone seems to have a strong opinion about which one is "the right" choice. When it comes to retirement, though, the decision feels less like breakfast and more like a long game of Jenga: every move counts, and one wobbly block could change the whole tower. So...
2025-09-2921 min
Mindset with Brad BarrettIs Day Trading Worth The Risks?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Day trading is often pitched as the financial world's version of extreme sports: fast, thrilling, and just dangerous enough to make your mother nervous. The promise is intoxicating—skip the 9-to-5, make money in your pajamas, and casually "retire" before lunch. But behind the glossy Instagram reels of traders on laptops by the beach lies a less glamorous reality: stress sweats, impulsive decisions, and a suspiciously strong relationship with energy drinks. The question is, are the potential rew...
2025-09-2319 min
Mindset with Brad BarrettIs Investing Just Gambling Without The Casino?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've ever opened a brokerage app, stared at a stock chart shaped like a heart monitor, and thought, "Am I investing, or did I just put $500 on red at the roulette table?" — you're not alone. For many of us it feels like investing and gambling are like cousins at a family barbecue: one shows up in a suit talking about "long-term growth," while the other is in a Hawaiian shirt yelling, "Double or nothing!" The line bet...
2025-09-1623 min
Mindset with Brad BarrettHow Much Does Your Credit Score Actually Affect Your Life?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Credit scores are like that mysterious number your parents warned you about but never fully explained—sort of like the adult version of a GPA, except instead of determining whether you get into college, it decides whether you get a car loan, a mortgage, or just a sad little store credit card with a $200 limit. They say that a "good" credit score usually means you look trustworthy enough to lenders (think financial Tinder, but without the awkward bio...
2025-09-0919 min
Mindset with Brad BarrettTitle: Stock Market 101: What You NEED To KnowWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've ever looked at the stock market and thought, "This looks like Vegas, but with fewer slot machines and way more people in suits sweating over coffee," you're not alone. To many, the stock market seems like a giant marketplace where people buy and sell tiny pieces of companies—like trading Pokémon cards, except instead of a shiny Charizard, you're trying to snag a share of Apple before your uncle's "hot tip" crashes faster than his...
2025-09-0221 min
Mindset with Brad BarrettHow to Choose the Best Savings Accounts for Your MoneyWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Picking the right savings account can feel a lot like online dating: they all promise security, growth, and a bright future together, but the fine print can make or break the relationship. High-yield savings? That's your money hitting the gym. Certificates of Deposit? That's your money in a serious long-term relationship—no breakups allowed. Traditional savings? That's the dependable friend who's always available but never picks up the check. The key isn't just knowing who's out there—it's...
2025-08-2621 min
Mindset with Brad BarrettShould You Replace Your Financial Advisor with A.I.?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've ever wondered whether to trust your life savings to a warm-blooded human in a suit or a cold, unblinking algorithm that dreams in ones and zeros, you're not alone. On one hand, financial advisors can offer a reassuring smile, a firm handshake, and occasionally a story about "that one time in '08." On the other, AI doesn't need coffee breaks, doesn't judge your avocado-toast spending habits, and can crunch more numbers in a second than y...
2025-08-1919 min
Pension AttentionWhy Money Matters For First Responders The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad dives into the real reason your future self needs you to start thinking seriously about money—right now. From the importance of having a solid financial plan to the power of being proactive (and even a little aggressive) with your retirement savings, Brad lays out key strategies, tools, and timeless rules to help you build long-term security. Whether you're just gett...
2025-08-1822 min
Pension AttentionJerome Powell and Interest Rates The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. This week on the show, Brad takes a deep dive into Federal Reserve Chair Jerome Powell's influence on interest rates—and what it means for you. He unpacks where the U.S. economy stands today, covering key topics like labor markets, wage growth, and overall financial trends. Whether you're a seasoned investor or just starting your financial journey, Brad breaks down complex concepts into digestible insights to h...
2025-08-0415 min
Mindset with Brad BarrettHow To Protect Your Accounts From Hackers And ScammersWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Let's face it—keeping your money safe these days feels a bit like guarding a cookie jar in a room full of toddlers hopped up on sugar. We've heard the horror stories: from people who clicked one "urgent" email and ended up buying a broken-down lawnmower in Latvia, to those who thought "123456" was a solid password choice (spoiler: it's not). Hackers and scammers are out there, lurking behind fake login screens and suspicious phone calls, just waiting to...
2025-07-2921 min
Mindset with Brad BarrettSix Questions Your Financial Advisor Should Be Asking YouWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Picking a financial advisor shouldn't feel like a blind date with your retirement on the line—but for many people, it kind of does. You sit across the table, nodding along as they throw around words like "diversification" and "risk tolerance," while you silently wonder if they actually get you—or if they just really like spreadsheets. The truth is, a good financial advisor should be asking the right questions, not just selling you a cookie-cutter plan.
2025-07-2220 min
Mindset with Brad BarrettWinners And Losers Of The Big Beautiful BillWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. President Trump has just unveiled his latest legislative masterpiece: the One Big Beautiful Bill™ — a bill so long, so dense, and so packed with random capitalized words, it makes War and Peace look like a tweet. Clocking in at roughly the length of the Old Testament and the weight of a small child when printed, this bill covers everything from taxes to TikTok to toaster regulations. No one—not lawmakers, not analysts, not even Trump himself—has actually...
2025-07-1428 min
Pension AttentionOne Big Beautiful Bill ActThe evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. In this week's episode, Brad unpacks the groundbreaking impact of the Big Beautiful Bill that was just passed. He breaks down what this sweeping legislation means for Americans, with a focus on how it could reshape financial planning, taxation, and long-term wealth strategies. With over 20 years of experience guiding clients through legislative shifts, Brad offers a clear, practical perspective on how to navigate the changes—and seize the op...
2025-07-1414 min
Mindset with Brad BarrettWhat To Do With Your 401k After Getting FiredWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. So, you just got fired—congrats! You're now the proud owner of a surprise vacation and a 401(k) that's wondering what it did to deserve this. While your inbox is eerily quiet and your sweatpants are seeing more action than your resume, your retirement accounts are still on the clock. Before you binge-watch job-search TikToks or attempt to become a sourdough influencer, take a deep breath and pay attention. On this week's episode, we'l...
2025-07-0821 min
Mindset with Brad BarrettDo I Need A Side Hustle?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. In today's fast-paced and increasingly expensive world, more Americans than ever are turning to side hustles to supplement their income, pursue passions, or gain financial freedom. But with the rise of gig work, freelance opportunities, and online businesses, the question arises: Do you need a side hustle? On this week's episode, we'll explore whether a side hustle is right for you, and if it's actually worth it. And for you those of you de...
2025-07-0126 min
Mindset with Brad BarrettI Lost Everything In A Fire. How Do I Financially Recover?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Losing everything in a fire or natural disaster is a devastating experience—one that leaves not only emotional scars but also significant financial challenges. As a financial advisor, I've worked with many individuals who faced the overwhelming task of rebuilding their lives from the ground up. This is also a topic close to my heart, as my family lost a home in the Lahaina fires back in 2023. So, on this week's episode, we're goin...
2025-06-2421 min
Pension Attention5 Tips To Help You Talk To Your Kids About MoneyThe evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. In this week's episode, Brad delves into the vital topic of teaching children about financial responsibility. He emphasizes why starting early can have a lasting impact on their future and outlines practical approaches that parents can implement at different stages of a child's development. Drawing on over two decades of experience advising clients—and lessons learned from raising his own children—Brad offers real-world strategies to help families buil...
2025-06-2318 min
Mindset with Brad BarrettWhy Do Financial Advisors Hate Cryptocurrency?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If you've ever watched a financial advisor talk about cryptocurrency, you may have noticed a twitch in their left eye and a mysterious increase in blood pressure. It's not an allergy—unless you count allergic reactions to volatility, memes, and 22-year-olds getting rich off dog coins. For the average advisor, crypto represents everything they've warned you about in PowerPoint presentations: unregulated, unpredictable, and entirely too influenced by Elon Musk's Twitter account. So, buckle up...
2025-06-1725 min
Pension AttentionWhy A Financial Advisor Is Still Better Than AIThe evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. On this week's show, Brad dives into the world of AI—how it's transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it's not in your corner the way an advisor is. Brad explains why that still matters when it comes to managing your portfolio....
2025-06-1613 min
Mindset with Brad BarrettHow To Talk To Your Kids About MoneyWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Let's face it—kids think money grows on trees, lives in your wallet, and magically appears every time you swipe a card. To them, an ATM is just a vending machine for grown-ups. "Why can't you just go get more money?" they ask with the financial wisdom of a goldfish. And for most parents, talking to their children about money is about as fun as getting a root canal in the middle of an insurance seminar. But he...
2025-06-1019 min
Mindset with Brad BarrettAre You Ready For A Recession?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Is the economy in a recession, or is it just having a dramatic moment like that one friend who "can't even" every time Mercury's in retrograde? You turn on the news and hear words like "downturn," "market volatility," and "tightening fiscal policy" — but all you really want to know is whether it's time to start stuffing cash under your mattress or if you can still afford guac at Chipotle. Fear not, my financially anxious friends!
2025-06-0316 min
Mindset with Brad BarrettNavigating the Emotional Rollercoaster of Wealth and LossWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. When it comes to how our money affects our lives, let's be real, it's basically a game of emotional ping-pong where the ball is your sanity and too often the paddle is your poor decision making. One minute you hit the lottery and you're buying gold toilets and Ferrari's for your 50 closest friends, and the next you're selling your kidney and the naming rights of your first-born son because you bet big on a meme coin that t...
2025-05-2721 min
Mindset with Brad BarrettHow To Protect Your 401k From A Market CrashWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. If your retirement dreams involve sipping margaritas on a beach, not clipping coupons in your basement bunker, then listen up—because nothing says "plot twist" like a stock market crash turning your 401(k) into a 201(k). One minute you're picking out beachfront condos on Zillow, the next you're Googling "how to live off ramen and government cheese." But fear not! On this episode, we dive into the history of stock market crashes and unco...
2025-05-2024 min
Mindset with Brad BarrettYou receive a million dollars…what do you do?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. So, maybe you just inherited a million dollars, or you hit the lottery…either way—congrats! You're now officially rich enough to make terrible financial decisions in style. Before you go full yacht-shopping, start tipping baristas in gold doubloons, or invest in your cousin's "guaranteed" llama-themed NFT startup, take a breath and pay attention. On this episode, we talk about how to keep that cash from disappearing faster than your relatives when it was yo...
2025-05-1317 min
Mindset with Brad BarrettIs A Financial Advisor Really Worth It?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Let's face it—most of us have, at some point, looked at our bank account and thought, "Well, that can't be right." Managing money can feel like trying to solve a Rubik's Cube blindfolded, while riding a unicycle... on fire. Enter the financial advisor: part money whisperer, part life coach, part magician (hopefully without the disappearing act). But with countless apps, YouTube gurus, and your cousin Dave who "knows a guy," do you really need to pay som...
2025-04-2316 min
Mindset with Brad BarrettDo You Know What You're Really Worth?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. What is a human life truly worth? It's a question that has echoed through history, from philosophical debates to courtroom arguments, insurance policies to ethical dilemmas. Too often, society tries to assign a dollar value to life. But is there something deeper beneath the market value of our body parts and potential earnings? On this episode, we're exploring the true value of a human life, talking about what truly makes us valuable. And, mo...
2025-04-1620 min
Mindset with Brad BarrettHow To Build Wealth in Your TwentiesWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. So, you're in your twenties—that magical time when you're expected to build a career, maintain a social life, drink enough water, and somehow understand the stock market, all while still Googling "what is a 401(k) and do I need one?" Well, fear not my financially confused friend. On this episode, we're giving away free tips from the pros on how to start building wealth before your back starts hurting for no reason. And...
2025-04-0925 min
Mindset with Brad BarrettDOGE: What Are They Doing And Should I Be Doing It Too?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. In the vast wilderness of internet slang, "DOGE" has evolved from the playful face of a Shiba Inu grinning in Comic Sans to a powerful government agency with an ambitious quest to streamline federal operations. Is it a meme, a mission, or just a barking mad idea? On this episode, we're diving deep into the world of government spending to find out what DOGE really is, what they are doing, and asking if th...
2025-04-0216 min
Mindset with Brad BarrettLast-Minute Tax Tips To Avoid Deadline Day DramaWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Ah, tax season—the time of year when we suddenly remember that we have absolutely no idea what we're doing. If you're reading this, chances are you've been expertly procrastinating, convincing yourself that "future you" would handle it. Well, guess what? Future you is now present you, and the tax deadline is breathing down your neck like an over-caffeinated IRS agent. But don't panic! Before you start frantically Googling "Can I claim my cat...
2025-03-2620 min
Mindset with Brad BarrettThe Four Best Investments You'll Never Find on Wall StreetWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Let's be honest—if happiness could be bought, Jeff Bezos and Elon Musk would be doing cartwheels of joy down the halls of their private space stations. But here's a secret: the best investments you can make in your life are free. Forget about stocks, real estate, or Bitcoin—today, we're diving into the ultimate investment portfolio: the things money can't buy that will bring you personal wealth. Listen Now!
2025-03-1921 min
Mindset with Brad BarrettCan I Build Wealth Using Debt?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Debt has a bad reputation—kind of like that one friend who always insists on splitting the bill evenly even though they ordered the lobster, filet and three desserts. But what if I told you that, just like that friend, debt isn't all bad? In fact, when used wisely, it can actually help you build wealth instead of draining your bank account. No, this isn't some financial dark magic or a get-rich-quick scheme—it's j...
2025-03-1225 min
Mindset with Brad BarrettHow to Build lasting WealthWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. So, you want to build wealth, but don't have a rich uncle or the winning Powerball numbers? Don't worry—you don't need to invent the next iPhone or marry a millionaire (though, hey, no judgment if you do). Pay attention as walk through a road map to grow your money without selling a kidney or living on instant noodles for the rest of your life. Listen Now! Show...
2025-03-0521 min
Mindset with Brad BarrettIs Your Emotional Mindset Sabotaging Your Investments?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Investing is a lot like dating—make decisions based on emotions, and you'll probably end up broke and heartbroken. One minute, you're in love with a stock, looking to setting down forever; the next, you're panic-selling and running for the hills. If your portfolio has more mood swings than a reality TV star, you're going to want to watch this week's episode where we take a hard look in the mirror and ask ours...
2025-02-2626 min
Mindset with Brad BarrettMLB Mega Contracts. Investing Lessons from Baseball's Biggest Paydays!Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. The days are getting longer, the birds are starting to sing, flowers are blooming. That can only mean one thing…MLB spring training is here. Yes, another year of America's favorite pastime and another year of big money mega contracts. The idea of signing a multi-million contract is laughable to most of us and completely unrelatable. But hidden in these jaw-dropping deals are some surprisingly practical money lessons. So, grab a hotdog and a cold one and pa...
2025-02-1924 min
Mindset with Brad BarrettIt's Your Money! Hold On To More Of It With This Need To Know Tax InfoWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we'll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances. On this week's episode: Investing is all fun and games until tax season rolls around and the IRS reminds you they're your silentbusiness partner. Whether you made bank or just enough to buy a fancy coffee, Uncle Sam wants his cut—because apparently, "capital ga...
2025-02-1223 min
Mindset with Brad BarrettTop Tips To Help You Get Out Of Debt In 2025Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we'll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances. On this week's episode: Debt in 2025 is like that clingy ex who just won't leave you alone—except instead of texts at 2 a.m., it's emails from your credit card company with the subject line, 'Urgent: Payment Due.' But don't panic, because today we...
2025-01-2925 min
Mindset with Brad BarrettWhat You Need To Know About Trump's Proposed TariffsWelcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we'll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances. On this week's episode: During the 2024 election race, newly inaugurated President Trump made a lot of noise talking about all the tariffs that he wants to slap on the countries that aren't the U.S. As the word "Tariffs" buzzed around media outlets and...
2025-01-2218 min
Mindset with Brad BarrettExpert Predictions for 2025It's our second episode of 2025, and if you're anything like us, you're starting the year with one simple goal: get rich or, at the very least, get slightly less broke. Will the markets soar like your optimism after one good week at the gym, or will they tank like your enthusiasm for salads by February? Only time will tell. So, grab your coffee, your spreadsheets, and maybe a stress ball, because today we're diving into what 2025 might have in store. To schedule your complimentary retirement track review, head to https://onecapital.com. You ca...
2025-01-1528 min
Mindset with Brad BarrettDo Presidential Elections affect the Stock Market?Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we'll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances. It's our first episode of 2025, and if you're anything like us, you're still trying to recover from one of the craziest presidential elections of all time. There's a lot of uncertainty swirling around the country, especially in the finance world. A lot people have been speculating...
2025-01-0821 min
Pension AttentionIf You Lose A Loved One: Brad's ChecklistWhen we lose a loved one, making the grieving process less painful is challenging. There are many decisions to be made and it can be a daunting task. Today, Brad shares a helpful checklist that could help us all manage the grief we may go through when someone we care about, passes away. Listen now. Show Highlights Include: Rationalizing Grief. (2:48) The Emotional Checklist. (4:59) How Insurance Can Come Into Play. (7:40) Bill Related Financial Affairs. (9:18) Do Not Do These Things. (11:13) To schedule your free retirement tracking meeting, specifically for first responders, head to http...
2023-08-2314 min
Pension AttentionMoney, Emotions and Love For LahainaAfter the recent and tragic events in Lahaina, Hawaii, Brad reflects on his time living on Maui and the rush of emotions that has flooded his family's mind. Today, Brad reminds all of us how money is not always rational and if we lose ourselves emotionally when it comes to our finances, it could be a detriment to our overall financial journey. Listen now. Show Highlights Include: Love For Lahaina. (2:15) When Was The Last Time You Thought About Money? (4:17) Fear and FOMO. (11:06) Did Someone Say Oreos? (14:17) Money Is Not Always Rational. (17:05) To sc...
2023-08-1619 min
Pension AttentionAm I Going To Be Okay In Retirement?Many of us stress about where we will be financially in retirement and often ask the question, "Will I have enough to last?"... What it takes to protect what you save for retirement can be quite simple. Today on the show, Brad shares 5 things that could help everyone achieve their retirement planning goals, reminding us that it is not WHAT you own but HOW you own it. Listen now. Show Highlights Include: Just Answer With A YES! (2:57) Protecting What You Save. (4:08) Have An Income Plan. (5:59) Work Out Your Health Care Options. (8:50) Public Enemy...
2023-06-2116 min
Pension AttentionThe History of U.S. DEBT: A TimelineWith continued media buzz around the U.S. debt ceiling, it has many people concerned but also short-sighted about how long the U.S. has actually been in debt... and if we as a country are in trouble when it comes to the debt we are holding. In today's show, Brad takes us through a historic timeline of the U.S. federal debt going back to our independence in 1776. The details are fascinating. Listen Now! Show Highlights Include: The Timeline Of U.S. Debt. (2:24) What Brad Is Concerned About. (6:25) Context Matters Around Th...
2023-06-0811 min
Pension Attention5 Alternative Places To Put Your CashFor most of us, the only place we hold our cash is in a bank... because that's what most of us know. But what if there were some alternative places to put your cash? The answer is: There are 5. In today's show, Brad shares 5 places you can hold your cash that could provide very positive returns. Listen now. Show Highlights Include: What Does Your Bank Balance Really Mean? (1:57) FDIC Suite Programs. (3:57) Money Market Mutual Funds. (4:43) Are Treasuries Still A Thing? (6:25) Short Term Bonds Baby! (7:38) Whoa, Whoa, Whoa... Stocks? (8:45) To schedule your free re...
2023-05-3113 min
Pension AttentionWhen To Jump Into The MarketWith the debt ceiling conversation leading the news AGAIN, and with volatility running amuck, it has many people asking the question... "When should I get into the market?" On today's show, Brad shares his take on when to get into the market and his answer may not be what you expect. Listen now. Show Highlights Include: Surf's Up When Investing. (2:10) Volatility Can Be Your Friend. (5:23) No One Grows Wealth By Sitting On The Sidelines. (8:14) Paying Rent To The Risk Taker. (9:45) Bears Are Smart, Bulls Make Money. (11:05) Learn From Your Mistakes, Or Repeat Them...
2023-05-2517 min
Pension AttentionA Money Conversation With My 93 Year Old GrandfatherWithin the next couple of decades, the largest transfer of wealth will occur in generational history. What we can glean from those born between the 1920's and 1960's is immeasurable. In today's show, Brad shares his very vulnerable conversation he recently had with his 93 year old grandfather and what we can all learn about money from those who came before us. Listen now. Show Highlights Include: The Difference In Having Money At 18 Versus 93. (3:56) When Money Goes From A Stressor To A Comfort. (8:02) What Brad's Grandfather Would Say To A Young Person Today. (11.50) The L...
2023-05-1724 min
Pension AttentionRecession Proof, Your RetirementWe have been on the cusp of a recession for quite some time. Some would say we have been in a recession for awhile... No matter if we are or we aren't, these talks make the headlines daily. But, does it change what most of us already know about the economy? In this episode, Brad shares 3 things to recession proof your retirement in whatever stage of life you are in, reminding us it is better to be proactive versus reactive. Listen now. Show Highlights Include: Recessions Are Called In The 11th Hour. (3:58) Th...
2023-05-1015 min
Pension AttentionThe DEBT Ceiling Conversation Is BACKThe debt ceiling conversation always seems to be on the news rotation. Although there will be rhetoric and brinksmanship attached to these headlines, there is always more to the story. In today's episode, Brad gives a short history lesson on debt and shares an in depth look of what is really going on. Listen now. Show Highlights Include: When Debt Did Not Exist. (2:16) Paying Off The Mortgage May Not Be The Best idea. (5:08) We are Not Interested In A Company Without Debt. (9:12) The Trillion Dollar Question. (13.58) Debt Is The Symptom Of The Diseas...
2023-05-0319 min
Pension AttentionTime, Money and FreedomMany of us battle our emotions as it relates to the decisions we make regarding our money. Unfortunately, this can lead to wealth destroying outcomes. In today's episode, Brad discusses the concept of Time and Money and how together they could equal Freedom. Listen now. Show Highlights Include: Investing Is 10% Intellect And 90% Emotions. (1:34) Concepts Learned From High Net Worth Individuals. (5:20) Any Solid Plan Has This 3rd Grade Math Equation. (11:09) Get Paid For Decisions, Or Pay For Decisions. (16:34) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensio...
2023-04-2618 min
Pension AttentionMarket Cycles Change Like The SeasonsWith Spring in the air, it is a good reminder that just like seasons change, so do market cycles. So, it is important not to get caught up in media rhetoric or social media hype when it comes to our investments and the market. In today's episode, Brad gives us a great analogy on seasons and investing and how we should be careful not to get lost in the current season of the market but be prepared for the next one. Listen Now! Show Highlights Include: Bear Markets vs Bull Markets. (1:54) Market C...
2023-04-1911 min
Pension AttentionThe State Of The U.S. DollarIf you have been listening to the current headlines, the state of the U.S. dollar has been a large topic of discussion and the question commonly asked is... "Will the world ditch the U.S. dollar?" In this week's episode, Brad gives a short history lesson on the world's currency, plus the "What if..." scenario in regards to the U.S. dollar. Listen now. Show Highlights Include: The Bretton Woods Agreement. (1:49) What is BRICS? And is it flawed? (3:58) The "What if?" Scenario. (6:55) Whatever The Case, Diversify & Rebalance. (9:16) To schedule your free...
2023-04-1310 min
Pension Attention4 Reasons Your Retirement Will ChangeIf we all stopped to think about who we were ten, five, even one year ago, we could all probably agree that we have grown and perhaps changed in certain ways. This also goes with our retirement planning. In today's episode, Brad discusses life's changes, how we adapt and more importantly, how our mindsets may change about our retirement. Listen now. Show Highlights Include: Life Never Stops. (1:20) Your Retirement Reality. (5:28) What Is Your Financial Identity? (9:20) Life Finds Away To Get Messy. (14:33) As The World Changes, We Adapt. (16:40) Wealth Is About Having Options. (19:27) To...
2023-03-3020 min
Pension AttentionThe Value Of An Advisor During Market TurmoilIt is interesting how many of us improve our lives with different types of coaching, counseling or advising. However, many do not consider these when it comes to our money. In today's episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil. Listen now. Show Highlights Include: A Vanguard Study. (3:35) Pillar 1 - Portfolio Construction. (5:10) Pillar 2 - Wealth Management. (7:12) Pillar 3 - Behavioral Coaching. (8:34) Worry And Concern Are Not The Same. (11:58) To schedule your free retirement tracking meeting, specifi...
2023-03-2217 min
Pension AttentionWhat the SILICON VALLEY BANK Means to Your InvestmentsLast Friday, The Silicon Valley Bank collapsed and became the second largest bank failure in U.S. history. With the news media in a frenzy, this event has many individual investors wondering how it will affect their money. In today's episode, Brad discusses Charles Schwab's company statements and what this bank collapse means for many of us. Listen now. Show Highlights Include: Charles Schwab The Custodian. (2:28) Breaking Down The Silicon Valley Bank Collapse. (7:19) Where Will the Cash Go? (11:20) One Capital Management's Conclusions. (13:31) Worry vs Concern. (15:41) To schedule your free retirement tracking meeting...
2023-03-1418 min
Pension Attention"Real Talk" About INVESTINGInvesting has its ups and downs and for many, it is difficult to navigate the landscape. Understanding the investment "playbook" can be a challenge but it can be done with discipline. In today's episode, Brad "gets real" about investing by sharing some of his personal journey, plus things to understand about your past that could create a better future for yourself. Listen now. Show Highlights Include: When Investing Clicked For Brad. (2:04) Remember The Past, But Don't Forget Your Future. (5:02) The Hustle Versus The Muscle. (8:08) Winning The Lottery. (10:27) Wanting Results Without The Work. (14.42) To...
2023-03-0718 min
Pension Attention1st Quarter Financial Playbook 2023There is much to learn from 2022 as it relates to the 1st quarter of 2023. In doing so, our brain trust here at One Capital Management has completed the first quarter financial playbook. In this episode, Brad reveals interesting data points in the first part of this year which could come as a surprise... some good and some bad. However, we must remember that staying the course is key in order to having a strong portfolio. Listen now. Show Highlights Include: Global Capital Markets Behave! (4:18) How To Get Paid For Fixed Income. (7:29) Let's Tal...
2023-02-2224 min
Pension AttentionTAX Season Is In Full SwingIt's everyone's favorite time of the year... TAX SEASON! And for some, tax season presents many challenges... some old and some new. But there could be light at the end of the tunnel. In this episode, Brad shares 3 very important frames of reference you should be discussing with your tax preparer. Plus, a little reminder of why we pay income tax in the first place. Listen now. Show Highlights Include: Did The 16th Amendment Make Sense? (2:21) Know These 3 Frames Of Reference. (5:58) The Difference Between Conversion And Contribution.(11:09) What's The Deal With Marginal Tax...
2023-02-1519 min
Pension AttentionCash is KINGWhy do many people feel more secure holding onto cash? Is it upbringing or something learned from someone else? What if you were told that holding your cash could be costing you money? In this episode, Brad discusses what you can do if you are sitting on cash and the options you have to make it to work for you. Listen now. Show Highlights Include: Getting Paid For Cash. (4:45) The Gold Standard Removed. (8:20) You Are Getting Wrecked.(10:30) Let's Play The Game Of The Banks. (13:50) What Is The Cost Of Safety? (16:20) To schedu...
2023-02-0719 min
Pension AttentionWhat To Know About The Budget DeficitOne of the largest financial topics hitting the media today is the budget deficit. Currently, it is on an unstable path but being careful not to fall for false narratives is important. So, what should we do? In this week's episode Brad gets to the root of the problem as it relates to the debt ceiling, as well as government spending and shares 5 key facts that impact stock prices. Listen now! Show Highlights Include: The Unstable Budget Deficit. (2:15) What Is The Root Of The Problem? (3:28) Don't Fall For False Narratives. (5:45) How Government Ove...
2023-02-0219 min
Pension AttentionThe Weight Of MoneyIf the U.S. dollar bill weighs 1 gram, why does it weigh so heavily in our hearts?... And, how does it have so much power over our personal lives? In today's episode Brad discusses how we can can control our outlook on currency. Plus, he shares some myths about millionaires and what makes them extraordinary. The answer may surprise you. Listen now. Show Highlights Include: Facts About Money That May Shock You. (3:10) The Kardashian Effect. (7:15) Comparison Is The Thief Of Joy. (11:15) Myths About Millionaires. (12:55) What Makes Millionaires Extraordinary? (17:12) How Much Does Money Weigh...
2023-01-2524 min
Pension AttentionInvesting Is A REBALANCING ActThe Flying Wallendas were a group of stunt performers that were made famous for their tightrope walking, high-wire acts. But, their notable walks weren't the only reason they were successful. In fact, some would say it was their preparation. In this weeks episode of Pension Attention, Brad explains why planning coupled with "actively waiting" can be a recipe for successful investing. Listen now. Show Highlights Include: The Wonder And Preparation Of Nick Wallenda. (2:55) It Is Time To Watch The Grass Grow. (6:50) Companies Are On Sale And Prices Will Follow. (9:03) It Is A Wise...
2023-01-1722 min
Pension Attention3 Biases That Impact Your InvestmentsOur emotions can affect many facets of our lives, especially our money. Unfortunately, emotional investing could devastate your portfolio even if you have good discipline. In this episode, Brad exposes 3 biases that negatively impact our investments and the keys to identifying them. Listen now. Show Highlights Include: The Difference Between The Brain And The Stomach. (5:50) 3 Biases That Impact Your Investments (8:35) What Is Group Think? (12:15) Neglecting A Probability. (16:20) Watch Out For The Anchoring Bias. (18:32) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805...
2023-01-1022 min
Pension AttentionThe 2023 Housing Outlook and 10 Money Rules to Live ByFor the past two years, the housing market has been a roller coaster ride. We have seen interest rates drop and prices soar to levels not seen in years and subsequently, rise and fall in the same fashion. Which brings us to the beginning of 2023... So, what happens now? In today's episode, Brad gives us a housing outlook on the year, which may not be what you would expect. Plus, 10 money rules to live by to jumpstart your new year. Listen now. Show Highlights Include: Road Trips Are A Commodity (3:23) Summing Up A...
2023-01-0522 min
Pension AttentionWhy Men Wait To Christmas ShopWhy do so many men wait until the last minute to do their Christmas shopping compared to women? Although not meant to generalize gender stereotypes, there is interesting, yet humorous research on this topic. In today's holiday episode, Brad takes us through a fun article that tackles the subject of why men procrastinate with last minute shopping and how it relates to procrastination when it comes to our financial planning. Listen now. Show Highlights Include: The Holiday Shopping Study. (3:20) Why Do Men Procrastinate? (7:47) The Value Of What We Give. (9:15) Money Is The Ess...
2022-12-2222 min
Pension AttentionNever Outrun a BEAR MARKETPredicting stock values is tough for anyone at any time of year, but after a year like 2022, it can be even tougher. As we head into 2023 with a bear market on our heels, it can make many of us panic. In this week's episode, Brad shares his knowledge on what we should and should not do when faced with a bear and how having a solid team of support gives the best chance for success. Listen now. Show Highlights Include: Can We Predict Stock Values For 2023? (2:45) Should You Keep Investing? (6:10) More Rate Hik...
2022-12-1317 min
Pension AttentionYear End Checklist 2023It has been quite a year... and for many people, there is still uncertainty when it comes to the economy and looking toward 2023. However, many of us can misinterpret what we read and hear as it pertains to economic data points. In today's episode, Brad breaks down those important data points and shares his 2023 planning tips, encouraging us all to not get captured by our own narrative. Listen now. Show Highlights Include: Accessing Information At Our Fingertips. (1:42) Recession Outlook, Recovery And Shinsplints. (3:35) Misinterpreting Media Data Points.(7:18) Do Not Get Captured By Your Own...
2022-12-0620 min
Pension Attention4th Quarter Financial Playbook 2022We are nearing the end of the fourth quarter in 2022 and we have learned quite a bit this year. Inflation is high, the stock market has been bonkers and unemployment is low. And for many, the fear of the unknown still lies ahead. In this episode, Brad reveals interesting data points in this latter part of the year which could come as a shock... some good and some bad. However, we must remember that discipline wins out, even over our own motivations. Listen now. Show Highlights Include: Sweeping Conclusions Of The Economy (3:20) In...
2022-11-2923 min
Pension AttentionMidterm Investing After Midterm ElectionsAs the dust settles from the midterm election, we are no further in completely understanding where the market will turn. This has many asking the question: What will the market's performance be following peaks in inflation? In this episode, Brad gives a historical lesson on the fourth quarter following midterm elections as it relates to the market. The data may surprise you! Listen now! Show Highlights Include: Midterm Elections And A Fourth Quarter History. (2:18) Performance Following Peaks In Inflation. (4:42) The U.S Economy Is In A Strange Place.(7:30) We Are The Market. (13:01) Does...
2022-11-0921 min
Pension AttentionWorried About Your Investments?If you are worried about your money heading toward retirement, you are not alone. A popular poll suggests that 77% of pre-retirees are worried about a recession. On today's podcast, Brad takes us through some very eye-opening stats that may not sit well with everyone. However, we are reminded that it is much worse in our imagination and that having a plan and staying disciplined is the key. Listen now. Show Highlights Include: Waiting Is Hard But Regret Is Worse. (3:10) Beneath The Chaos, Is Simple Truth. (5:53) You Have EARNED Your Pension.(8:08) These Stats May...
2022-10-2523 min
Pension AttentionInvesting and Baseball: The Umpire of EconomicsIt is October time to crown a new champion in baseball. But what do baseball and investing have to do with each other? With continuing discussion of whether or not the U.S is in a recession, we must go to the umpire for the answer. In this episode, Brad introduces us to the umpire of economics and discusses the recession debate, reminding us to continue looking forward. Listen now. Show Highlights Include: The Legendary Bill Clem (3:07) Who is the Umpire of economics? (5:13) How Long Do Recessions Last? (9:18) The Market Looks Forward. (14:25) Findi...
2022-10-1820 min
Pension AttentionDiscount STOCKS and How YOU Should Treat ThemWho doesn't LOVE a discount?... Of course, all of us do but do we treat a "sale" on our investments the same way we treat everyday items at the stores we shop? In today's episode, Brad challenges us to rethink how we approach discount stocks, keeping a clear perspective on our future whether still working or in retirement. Listen now. Show Highlights Include: Does Your Home Trade Like The Stock Market? (2:36) It Is The Water That Gets INTO The Boat. (4:31) How Do You Value A Discount?(5:46) Remember These Buffett Rules. (10:52) The Plan Dicta...
2022-10-1118 min
Pension AttentionDon't Worry, It Will Be Okay!It has been a long 9 months so far this year, and many of us are not only tired... we are exhausted with the economy. But we cannot get discouraged. In this episode, Brad looks back at where we have come in 2022, looking at the third quarter of this year, reminding us that much of what has transpired is systemic and that it will be okay. Listen now. Show Highlights Include: Reiterating A Recession (2:44) The Interesting Thing About Inflation (5:40) We Are Not Overvalued (9:35) Are We Going To Be Okay (12:01) Pain Has Meaning (13:10) To sche...
2022-10-0416 min
Pension AttentionToday's Market and the PSYCHOLOGY of MONEYIt seems like there is no end in site when it comes to today's market volatility and it is challenging for many people to keep their emotions in check. But how do we do that? In this episode, Brad takes us on a journey of the psychology of money and teaches us that how we act matters more than what we know. Listen now. Show Highlights Include: We Have A Hangover (2:20) Federal Tax Hikes (5:05) How We Act Matters More Than What We Know (8:33) Managing Emotions (15:30) The Stock Market Is Not The Economy (17:11) Knowing...
2022-09-2728 min
Pension AttentionThe State of the MARKET and What to ExpectThe current bear markets have many people scratching their heads but what is really going on... and when will it recover? In this week's episode, Brad takes a step back and gives us a clearer picture of what is affecting the current markets and what we can do with our investments in the meantime. Listen now. Show Highlights Include: The Raising Of Short Term Interest Rates (2:43) Emotions In The Market (5:28) Hangovers Are Not Permanent (6:58) Inflation And Basketball (8:02) M2 Growth (11:10) The Fed Thinks They Know Best (12:58) To schedule your free retirement tracking meeting...
2022-09-2018 min
Pension AttentionWhat Rob Gronkowski Can Teach Us About Saving MoneyFour-time, NFL Super Bowl champion, Rob Gronkowski will most likely become a first ballot hall of fame recipient. However, beyond the titles, records and prestige, the "Gronk" did something unprecedented with his money... He never spent a dime of his NFL earnings. In this episode, Brad shares what lessons we can all learn from the Gronk, when it comes to SAVING MONEY. Listen now. Show Highlights Include: Big Spenders Live For The Now (4:15) K.I.S.S. (11:37) Definition Of Necessity (13:40) Record Of Spending, i.e "BUDGET" (16:10) Frugality and Behavioral Traits(17:53) Source: https...
2022-09-1322 min
Pension AttentionHow To PROTECT Your Portfolio From VOLATILITY Living in this current volatile financial climate has many Americans nervous and on edge. However, protection is achievable but it is going to take strategy and discipline. In this episode, Brad shares a few key strategies to better equip you with the protection you are looking for when it comes to your financial portfolio. Listen now. Show Highlights Include: Our Outlook Has Not Changed. (2:04) We Have Been Spoiled. (4:05) Stress Test Your Portfolio.(6:01) Maximizing Your Savings. (9:06) Splitting Your Nest Egg. (10:52) Be Ready For Anything. (13:50) To schedule your free retirement tracking meeting, specifically for first...
2022-09-0617 min
Be Advised - Leading with Value28. The Growth of Business in the Virtual World with Brad BarrettAs an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients. In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad … Continue reading 28. The Growth of Business in the Virtual World with Brad Barrett →
2021-07-2132 min