Take away: Work with the right people

Money Learnings: Brad started working in finance at a young age after a family bankruptcy showed him the importance of understanding money.

Bio: Brad Barrett is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firm's Retirement and Corporate Services practice. His firm managed nearly $5 Billion dollars for thousands of families across the United States and abroad. Brad is the author of, Retire Right: Secure the Right Path to Your Retirement and hosts two podcasts, Make Your Money Matterand Pension Attention.

Highlights from this episode:

• Why we spend so little time teaching about money
• The tendency to spend more money than we should.
• Brad admits to not knowing how to handle money and expresses his purpose in his career
• How is the psychology of money different than the behavioral side of money?
• How much does God and spirituality play into money decisions and money behaviors?
• The importance of being a responsible steward of money and distinguishing between wants and needs

https://www.youtube.com/@makeyourmoneymatter

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.