We all should have written goals and then the plans to achieve them, yet for some reason few of us do.

Most people fall into 3 categories of planning. Which one are you?

In this episode, Brad explains how planning comes before doing and in a way, planning creates a blueprint for potential success. It increases the odds that if we follow our plan, we’ll enjoy success.

Listen now. 

Show Highlights Include:

• The Make Your Money Matter Youtube Show (:30) 
• Getting to know Brad (:50) 
• The bankruptcy of MCI Worldcom and how it affected Brad.  (1:30) 
• Building the frame of your investment plan. (7:30) 
• The Harvard study on planning and goal setting. (11:35) 
• 3 categories of planning that most people fall into. (14:16) 

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.

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