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Mindset with Brad Barrett
Mindset with Brad Barrett episodes
- Am 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! (3:04)
- Protecting What You Save. (4:15)
- Have An Income Plan. (6:06)
- Work Out Your Health Care Options. (8:57)
- Public Enemy Number One... TAXES. (10:50)
- Estate Planning Is A MUST. (12:59)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
17 min - The History of U.S. DEBT: A Timeline
With 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 The Debt Ceiling. (8:38)
- Debt Is The Issue, But Not The Issue. (9:54)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
12 min - 5 Alternative Places To Put Your Cash
For 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 complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
14 min - When To Jump Into The Market
With 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. (13:35)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
17 min - A Money Conversation With My 93 Year Old Grandfather
Within 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 Largest Wealth Transfer In History. (15:06)
- 3 Things My Grandfather Wants You To Remember. (19:15)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
25 min - Recession Proof, Your Retirement
We 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)
- Think Long Term, Look Over Your Plan. (7:40)
- Look For An Advisor. (9:45)
- Protecting Your Portfolio Through Diversification. (11:28)
- This Week In History. (14:22)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
16 min - The DEBT Ceiling Conversation Is BACK
The 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 Disease. (16:45)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
19 min - Time, Money and Freedom
Many 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. (1:58)
- Concepts Learned From High Net Worth Individuals. (4:17)
- Any Solid Plan Has This 3rd Grade Math Equation. (10:09)
- Get Paid For Decisions, Or Pay For Decisions. (15:24)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
18 min - Market Cycles Change Like The Seasons
With 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. (1:49)
- Market Crashes Could Equal Sales. (3:35)
- Brad's Seasons And Investments Analogy. (7:12)
- Sometimes It's Just Better To Do Nothing. (9:30)
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
12 min - The State Of The U.S. Dollar
If 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 complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
11 min
About Mindset with Brad Barrett
From the publisher's feed
Mindset is a show dedicated to honest, inspiring and thought provoking conversations about money, and unpacking the truth and circumstances around how human beings are wired. It aims to bridge the gap between how we think, feel and ultimately act with our finances. The goal is to help you understand your “WHY” when it comes to your money. Join us each week as we discover the inner wealth in all of us.
Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.