Mindset with Brad Barrett

George Clason once wrote, "Money is plentiful for those who understand the laws which govern its acquisition". Let's be honest, we all want to be financially free!

In today's episode of Make Your Money Matter, Brad shares 10 very important but simple money rules to live by in order to achieve  financial success.

Listen now. 

Show Highlights Include:

• It Starts And Ends With YOU! (1:50)
• Pay Yourself First And Keep An Emergency Fund. (3:02)
• Contribution Rates And Mortgage payment Rules. (9:10)
• Buying Or Leasing A Car And The 20/4/10 Rule. (16:41) 
• Revisiting The Rule Of 72. (20:01) 
• Are CD's A Good Place To Save Money?. (23:05)

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

With 2022 behind us, we can now set our sights on a fresh new year. But can your investments hold the line in 2023?

In this week's episode, Brad shares the state of the economy, an outlook on housing and whether or not we can outrun a bear market.

Listen now!

Show Highlights Include:

• The Capitalized Profits Model. (1:51) 
• Get In, Investing Shape. (7:10) 
• Michael Jordan And Greatness.  (9:40) 
• 2023 Housing Outlook. (12:55) 
• Do Not Try To Outrun A Bear. (19:25) 
• What Are The New Contribution Rates? (20:51) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

As we enter the new year of 2023, many of us make New Year's resolutions. How about making a new financial resolution? If you want to save more, invest more or even get out of debt, now is the time to start.

In this episode, Brad takes us through the new 401k contribution rates, saving tips and information on integrating your tax planning with your overall financial strategy.

Listen now. 

Show Highlights Include:

• Saving Can Be Daunting. (1:37) 
• Dissecting the 15%. (6:58) 
• Integrate Your Team. (11:31) 
• IRA vs ROTH. (17:04) 
• Financial Resolutions. (19:40) 
• Question Of The Day. (25:28)

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Since launching Make Your Money Matter in April of this year, Brad has shared and educated us on many tough, but important topics in the current financial climate.

As the year comes to a close, we decided to put together some of Brad's most memorable clips of 2022. Thank you for listening!... and if you are a subscriber, we appreciate your support! As always, make your money matter!

Listen Now!

Show Highlights Include:

• EPISODE 101 (1:14) 
• EPISODE 107 (4:24) 
• EPISODE 112 (7:52) 
• EPISODE 121. (10:10) 
• EPISODE 130. (12:23) 

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Why 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. (1:33) 
• Why Do Men Procrastinate? (3:11) 
• Make Giving Meaningful.  (5:54) 
• Time For Reflection And Planning. (9:33) 
• A Big Thank You To Listeners And Subscribers. (11:58) 
• Brad's Last Minute Christmas Gift Ideas. (14:10) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

If you are planning on moving to a new state due to high taxes, high cost of living, remote work or several other reasons, there are many factors you need to consider.  Moving to one of the 9 states mentioned in today’s show could lower your tax output and make your wallet a little heavier. However, just because a state has lower taxes doesn’t mean you’ll be happier. 

In this episode, Brad reveals the pros and cons of 9 states with no state income taxes, to help you figure out which state would be the best to relocate.

Listen now. 

Show Highlights Include:

• The Notable Nine States. (2:01) 
• Alaska, Florida and Nevada. (5:07) 
• New Hampshire, South Dakota and Tennessee.  (8:42) 
• Texas, Wyoming and Washington. (12:30) 
• Consider ALL The Factors. (16:09) 
• You May Not Be Aware Of This Tax Strategy. (19:16) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Fear and anxiety around your money can sabotage your approach to investing. Either your fear causes you to take unnecessary risks, or it makes you as conservative as sticking your money in a savings account. That’s the bad news. The good news?...  Calming your fears is easier than you think.

In this episode Brad shares the 3 types of fears that could hinder your investing goals and some simple ways to overcome them.

Listen now. 

Show Highlights Include:

• Breaking Down Fear. (2:26) 
• 3 Of The Most Common Fears. (6:33) 
• There Could Be Teachable Moments.  (11:28) 
• Crisis Brings Out The Best And Worst In Us. (16:15) 
• The Human Connection And Oxytocin. (19:45) 
• Health Versus Wealth. (21:05) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Political arguments pop up around Thanksgiving dinners all over America. But the point of Thanksgiving is to come together despite our differences. Dating back to the first ever Thanksgiving, it’s been a celebration that we all benefit from, especially when we disagree. 

In this episode, you’ll discover the true importance of Thanksgiving and how you can get along with other people in your family, despite your differences.

Listen now. 

Show Highlights Include:

• A Polarized Nation is Nothing New. (1:56) 
• Autumn Harvest ,1621. (3:02) 
• Freedom SHOULD Matter.  (8:40) 
• Are Elections And Holidays A Coincidence? (12:10) 
• Our Gratitude For YOU. (15:28) 
• Brad's Favorite Thanksgiving Dish. (17:00) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Having financial and investment knowledge is good. However, it doesn’t help make more money in the market unless you have wisdom and a good plan. So what’s the difference between knowledge and wisdom? Knowledge is what you know and wisdom is how you apply what you know to your life.

In this episode, Brad reveals how you can turn your knowledge into wisdom. Plus, ten helpful tips to help change your mindset when it comes to the concept of money.

Listen now. 

Show Highlights Include:

• The Wisest Man In History (2:15) 
• The Cost Of Inaction (6:18) 
• 4 Steps To Invest.  (9:54) 
• Do You Know What Your Goals Are? (17:05) 
• Brad's Top Ten. (19:58) 
• Question Of The Day. (23:55) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

In sports, defense wins championships. And with investing, diversification wins returns. When you’re young, you have room to play offense and take risks. But as you get older, these risks could bankrupt your portfolio in a hurry. How do you protect your portfolio while maximizing your returns? Diversification protects your portfolio. And there are ways to diversify without sacrificing your returns.

In this episode, Brad discusses how our decisions (even the small ones) can make a huge impact with our money.

Listen Now!

Show Highlights Include:

• Snatching Victory from the Jaws of Defeat. (1:24) 
• Remember Super Bowl XLIX? (3:09) 
• Accumulation Equals Offense. (6:23) 
• Winning Returns. (10:01) 
• How You Choose To Perceive Retirement. (16:26) 
• Election Cycle Stats (17:27) 

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.

Want to WATCH the show?

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show