Pension Attention

As the dust settles from the midterm election, we are no further in completely understanding where the market will turn. This has many asking the question: What will the market's performance be following peaks in inflation?

In this episode, Brad gives a historical lesson on the fourth quarter following midterm elections as it relates to the market. The data may surprise you!

Listen now!

Show Highlights Include:

• Midterm Elections And A Fourth Quarter History. (2:18)
• Performance Following Peaks In Inflation. (4:42)
• The U.S Economy Is In A Strange Place.(7:30)
• We Are The Market. (13:01)
• Does This One Sector Indicate We Are Headed For A Recession? (16:06)

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

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.

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Show Highlights Include:

• Waiting Is Hard But Regret Is Worse. (3:10)
• Beneath The Chaos, Is Simple Truth. (5:53)
• You Have EARNED Your Pension.(8:08)
• These Stats May Shock You. (10:55)
• Parting The Red Sea. (14:33)
• We Suffer More In Our Imagination. (17:44)

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

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

It is October time to crown a new champion in baseball. But 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, we must go to the umpire for the answer.

In this episode, Brad introduces us to the umpire of economics and discusses the recession debate, reminding us to continue looking forward.

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Show Highlights Include:

• The Legendary Bill Clem (3:07)
• Who is the Umpire of economics? (5:13)
• How Long Do Recessions Last? (9:18)
• The Market Looks Forward. (14:25)
• Finding Value is What We Do. (17:23)

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

Who doesn't LOVE a discount?... Of course, all of us do but do we treat a "sale" on our investments the same way we treat everyday items at the stores we shop?

In today's episode, Brad challenges us to rethink how we approach discount stocks, keeping a clear perspective on our future whether still working or in retirement.

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Show Highlights Include:

• Does Your Home Trade Like The Stock Market? (2:36)
• It Is The Water That Gets INTO The Boat. (4:31)
• How Do You Value A Discount?(5:46)
• Remember These Buffett Rules. (10:52)
• The Plan Dictates How You Invest. (13:23)

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

It has been a long 9 months so far this year, and many of us are not only tired... we are exhausted with the economy. But we cannot get discouraged.

In this episode, Brad looks back at where we have come in 2022, looking at the third quarter of this year, reminding us that much of what has transpired is systemic and that it will be okay.

Listen now.

Show Highlights Include:

• Reiterating A Recession (2:44)
• The Interesting Thing About Inflation (5:40)
• We Are Not Overvalued (9:35)
• Are We Going To Be Okay (12:01)
• Pain Has Meaning (13:10)

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

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 (2:20)
• Federal Tax Hikes (5:05)
• How We Act Matters More Than What We Know (8:33)
• Managing Emotions (15:30)
• The Stock Market Is Not The Economy (17:11)
• Knowing How To Get Wealthy And Staying That Way (20:22)

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

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

The current bear markets have many people scratching their heads but what is really going on... and when will it recover?

In this week's episode, Brad takes a step back and gives us a clearer picture of what is affecting the current markets and what we can do with our investments in the meantime.

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Show Highlights Include:

• The Raising Of Short Term Interest Rates (2:43)
• Emotions In The Market (5:28)
• Hangovers Are Not Permanent (6:58)
• Inflation And Basketball (8:02)
• M2 Growth (11:10)
• The Fed Thinks They Know Best (12:58)

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

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 (4:15)
• K.I.S.S. (11:37)
• Definition Of Necessity (13:40)
• Record Of Spending, i.e "BUDGET" (16:10)
• Frugality and Behavioral Traits(17:53)

Source: https://www.kiplinger.com/retirement/retirement-planning/602430/what-rob-gronkowski-can-teach-us-about-saving-for-retirement

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

Living in this current volatile financial climate has many Americans nervous and on edge. However, protection is achievable but it is going to take strategy and discipline.

In this episode, Brad shares a few key strategies to better equip you with the protection you are looking for when it comes to your financial portfolio.

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Show Highlights Include:

• Our Outlook Has Not Changed. (2:04)
• We Have Been Spoiled. (4:05)
• Stress Test Your Portfolio.(6:01)
• Maximizing Your Savings. (9:06)
• Splitting Your Nest Egg. (10:52)
• Be Ready For Anything. (13:50)

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

With many political moves coming out of D.C, there has come an abundance of skepticism as it relates to the economy. 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:

• Inflation Reduction Act Means: TAX HIKES (3:01)
• No Buy Backs? (6:17)
• Revenue Projections (9:04)
• Navigating The Landscape (10:55)
• Keeping The "Long Term" In Focus (14:26)

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