Pension Attention

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 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:

• Feeling Queezy? (2:29)
• Tying Your Shoes Correctly. (5:18)
• Know Your Income Score.(7:39)
• Understanding Investment Timeframes. (10:35)
• Filling Your Buckets. (14:22)
• Get More Active With Your Money. (16:05)

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 always a good thing to look back at where we have come, but even better to look where we are going. 2022 has been a whirlwind when it has come to market volatility but not all is negative.

In this week's episode, Brad discusses the One Capital Management playbook he and other advisors have put together in order to inform and educate all of us about what has happened financially this year and where we are headed going into 2023.

Listen now.

Show Highlights Include:

• Behavior of Capital Markets. (3:57)
• Bonds Are Not Sexy, But Know This! (7:17)
• The Story On Profit Growth. (11.20)
• Flashing Signals of a Recession. (13:17)
• What Is Driving Wage Growth Pressures? (16:27)
• Staying True, Rewards You. (19.49)

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

Many believe that if they just had more money, their problems would go away. Are there Money Myths you believe and act upon as it relates to your personal finances and goals?

Today, Brad exposes some of these money myths and reaffirms what you know to be true and challenges the advice you may have been told is true.

Listen now.

Show Highlights Include:

• The concept of stewardship. (4:07)
• I will be happier when... (6:40)
• You only live once 'YOLO'. (9:33)
• Willpower and the coffee buzz.(10:58)
• Are you the 1 in 5? (14:31)
• Wanting more is a bad thing. (18:37)

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

Depending who you listen to or what you read, the word "Recession" has been tossed around since the beginning of 2022. But like many political or geopolitical hot points, there is always more to the story.

In today's episode, Brad discusses whether or not we are truly in a recession and if it has an effect on how we go about our daily lives.

Listen now!

Show Highlights Include:

• GDP And A Rule Of Thumb. (2:42)
• The Numbers Don't Lie. (6:14)
• Pay Attention To These Environments.(8:20)
• The Last Recession. (12:53)
• Who Is Your Co-Pilot?. (15:18)

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

When looking back the past couple of years, seeing the affects of the pandemic as it relates to market volatility, it gets convoluted. Where did we go wrong?

In this episode, Brad takes a closer look at the Fed's response to the shutdowns and places a focus on some of the actions that were taken. It is easy to be laser focused on one area or problem but if we can look at the bigger picture and stay disciplined, the outlook can be bright.

Listen now.

Show Highlights Include:

• It's How You Hear It (3:44)
• Learning The Same Lesson Twice (8:40)
• M2 Growth Explosion(13:49)
• Shrink The balance Sheet. (17:50)
• Don't Focus on One Speck In The Windshield. (20:15)

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

Media pundits have covered the story around the shortage of baby formula and how it relates to our supply chain issues. However, there is more to this story as it relates to the current inflation numbers.

In this episode, Brad discusses how the effect of the past two years has trickled down to some of history's basic necessities. 

Listen now. 

Show Highlights Include:

• What Did We Do Before Baby Formula? (2:16) 
• Oligopoly And WIC. (6:32) 
• The Federal Reserve And Increased Rates.(10:17) 
• GDP Is NOT The Only Measure.. (11:45) 
• Sticking To The Plan, Even When It Is Sticky. (14:25)

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

Market downturns and volatility are hot topics in our current climate. Anywhere you turn, someone is talking about it. But sometimes, listening to the "noise" out there can cause  us to be fearful.

In this episode, Brad discusses market downturns and how we can adjust our outlook during market volatility by focusing on the rational mind instead of the emotional mind. 

Listen now. 

Show Highlights Include:

• Fear of your teeth falling out (2:31) 
• Looking forward, not backward. (5:38) 
• Risks upon risks.(11:20) 
• Cashing out and being smart twice.. (14:47) 
• Deferred comp is a living breathing animal. (18:59) 

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

The topic of retirement  has been on many people's minds when it comes to the culture of today's issues surrounding market volatility.

In today's episode, Brad takes us through the 3 important retirement buckets to consider in retirement and why all of us should understand how they can be used.

Listen now. 

Show Highlights Include:

• Basic math (2:02) 
• Will my money last? (4:58) 
• The safety bucket.(8:49) 
• The income bucket. (10:00) 
• The growth bucket. (14:18) 
• Not sexy, but tried and true. (16:58) 

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

Many Americans are feeling the weight of market volatility, inflation, job growth and supply chain issues. However, if we tune out the noise of the media and politics and instead, look at the data; we can begin to understand what is really going on in the market.

In this episode, Brad will take you through what has happened, what is going on and what the future could look like when it comes to your money.

Listen now. 

Show Highlights Include:

• You lose, I win. (1:44) 
• We got used to the shutdown. (5:28) 
• This STAT has not changed since 1980! (10:50) 
• Interest rates and home buying. (10:10) 
• Loose money. (13:27) 
• We have the intelligence, not the stomach. (16:53)
• It is hard to predict the predictions. (18:46)

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

For many, the topic of taxes can cause fear and anxiety. In reality, it is more about the misunderstanding of taxes and how what we hear from the media that keeps us in a state of worry. 

In this episode, Brad discusses the history of taxes can be a good indicator of where we are going.

Listen now. 

Show Highlights Include:

• A history lesson on taxes. (2:59) 
• The Beatles and the burden. (4:32) 
• The bracket game(7:42) 
• We are all red-blooded Americans. (12:36) 
• The gap between national debt and taxes (15:20) 
• Buying assets on sale. (17:48) 

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