Mindset with Brad Barrett

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:

• Kiplinger Poll May Shock You. (1:45) 
• The Elephant In The Room. (3:02)
• The More You Have, The More You Have To Lose.(7:39) 
• Prof. Jeremy Siegel On CNBC (13:35) 
• The Book: "Atomic Habits". (17:16) 
• Do Not Create An Investment Plan Based On Stats. (21:21) 

Source: https://www.yahoo.com/now/kiplinger-athene-poll-retirees-worried-131753028.html

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

Is our economy "strong as hell" as stated by the Commander in Chief?... And 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, who do we go to for the answer?

In today's 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:

• Hall of Famer, Bill Clem (2:22) 
• The Umpire of Economics (4:39) 
• Who Has Investment Fatigue?  (10:23) 
• "The Economy is Strong as Hell" - Biden (14:10)
• Data is 3 Dimensional (18:27)
• The Market Looks Forward. (21:35) 

Sources:

https://www.nytimes.com/interactive/2022/09/13/business/economy/us-economy.html

https://www.axios.com/2022/07/14/ice-cream-prices-inflation-sunday-deals

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

We have all seen the Dow Jones Industrial Average on financial news shows ticking at the bottom of the screen. However, many Americans have no idea what it actually is.

If this sounds like you, you are not alone. In this episode, Brad takes us on an in depth discussion of the Dow Jones, where it came from and how it works.

Listen now. 

Show Highlights Include:

• Who is Charles Dow & Edward Jones? (1:11) 
• The Second Index (3:43) 
• The Town of Lynn, MA  (7:07) 
• Businesses and Technology Move In Cycles (10:03) 
• Understanding Your Own Risk (13:29) 
• Question of the Day (18:33) 

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

Cryptocurrency, NFT's and SPAC's are THE topic of discussion when it comes to investments, especially in this day and age. But are these widely understood?

By popular demand, Brad gives a high level overview and well-informed insight on digital currency and whether or not it should be in the driver's seat.

Listen now. 

Show Highlights Include:

• Peter Kell and Homer Pepe (1:34) 
• The World of Cryptocurrency (5:45) 
• No One Likes a "Backseat" Driver  (8:36) 
• Concentration vs Diversification (11:05) 
• Understand your Investments (14:10) 
• Which Digital Currency Is Best? (15:27) 

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

It 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 (2:43) 
• Morgan Housel (4:57) 
• Managing Emotions (11:55) 
• The Stock Market Is Not The Economy (19:25) 
• Knowing How To Get Wealthy And Staying That Way (23:22)
• The Grander Scheme (27:42)

Source:  https://www.kiplinger.com/personal-finance/602367/with-money-what-you-do-matters-more-than-what-you-know

The Psychology of Money: https://www.amazon.com/Morgan-Housel/e/B084ZNV1LR/ref=dp_byline_cont_pop_book_1

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

It feels like there is an economic challenge around every corner this year. With inflation, supply chain issues, conflict around the world and much more, many people are not sure what to do to protect their financial portfolios.

This week, Brad provides helpful tips to protect your nest egg whether you are still working or nearing retirement.

Listen now. 

Show Highlights Include:

• The Good News (1:45) 
• We Have Been SPOILED (3:43) 
• The Stress Test  (5:52) 
• Maximize Your Savings (10:50) 
• Fixed Expenses (13:53) 
• Life Just Happens (18:27) 

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

We have all heard the word ROTH thrown around in the world of finances but what is it? Where did it come from and how do we use it?

In today's show, Brad takes a deep dive into ROTH IRA's and explains how it relates to taxes and how we can use ROTH's as a part of our financial portfolios.

Listen now. 

Show Highlights Include:

• How You Own It (1:25) 
• The 16th Amendment (3:01) 
• Tax Rates Do Not Matter  (7:02) 
• Sen. William Roth (11:24) 
• The 2 C's (14:28) 
• Question Of The Day (19:38

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

Four-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 (1:52) 
• K.I.S.S. (7:07) 
• Your Tomorrow Self  (11:42) 
• Retirement Projections (16:33) 
• Keeping The Destination In Mind (20:27)  

SOURCE: https://www.kiplinger.com/retirement/...

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 many political moves coming out of D.C, there has come an abundance of skepticism as it relates to the Inflation Reduction Act. However, we should do our best to stay positive.

In this week's episode, Brad gives us the good, bad and ugly as we navigate through these uncertain times.

Listen now. 

Show Highlights Include:

• It Could Be Worse. (2:26) 
• Inflation Reduction Act Means: TAX HIKES (4:25) 
• The Ugly Side. (7:41)
• Revenue Projections (10:29) 
• The American Spirit. (13:58) 
• Question Of The Day. (18:02) 

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 have all experienced, 2022 has been a whirlwind of volatility as it relates to our money and investments. So the question becomes: Should I keep investing during these uncertain times?

In this week's episode, Brad answers this question and takes us through a few key measures in order to keep all of us focused and disciplined on staying the course.

Listen now. 

Show Highlights Include:

• Tying And Lacing (3:05) 
• Know Your Income Score(5:59) 
• Understanding Investment Timeframes (9:24) 
• Filling Your Buckets (14:42) 
• What Is Good Diversification? (21:12) 

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