Imagine a retirement without age limits—a life where financial freedom dictates the transition. 

 

In this episode, Brad and Felicia redefine retirement as achieving sufficient assets for one's desired lifestyle, regardless of age.

 

Brad M. Barrett, CFP® is a Managing Director and Partner at One Capital Management.  He is the host of Make Your Money Matter, the show that aims to change the way we think about financial advice, so you can make better decisions

 

Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.

 

00:00  - Introduction

04:29 - From Bank Teller to Financial Planner       

11:15 - The Power of Collaboration and Expertise

18:21 - Empowering Women's Financial Independence 

25:25 - Retire Right: Navigating the Descent to Financial Freedom

31:16 - Mitigating Investment Risks

41:54 - Connect with Brad M. Barrett 

Make Your Money Matter | with Brad Barrett

Website:  https://www.youtube.com/channel/UCCU8tS_dfrcih-71sD-o5_g

Linkedin:  https://makeyourmoneymatter.libsyn.com/

 

Be the Boss of Your Own Money and Own Your Future.

Connect with us and Discover Investment Strategies Designed to make a Difference.

Website: https://moneywithmission.com

Linkedin: https://www.linkedin.com/in/moneywithmission

Quotes:

 "If you navigate investments and taxes, and maintain discipline, you will reach a destination—the specific number that grants you the ability to retire and embark on the next fulfilling season of your life." - Brad M. Barrett 

"If you're going to diversify your portfolio, you want to diversify how you own them. So it's not always what you own, but how you own it." - Brad M. Barrett