Mindset with Brad Barrett

Ever wonder what it takes to become the type of person who runs a Fortune 500 company or makes enough money in a single month to buy a private island? Well, the answer may surprise you because from our research it's not just luck. It's their daily habits, routines, and mindset that set them apart. That's why we're going through the most common habits of rich and successful people. So, pay close at...

Meeting with a financial advisor for the first time can feel intimidating—but it doesn't have to be. In this video, we walk you through exactly what to expect in your first meeting and how to show up prepared so you can get the most value from the conversation.   Watch us while we go through two live discovery meetings with Brad because whether you're just starting your financial planning journey,...

Are money problems ruining your relationships? Money is one of the top reasons couples argue and break up, and ignoring early warning signs can lead to long-term financial stress, debt, and relationship conflict. Whether you're dating, engaged, or married, recognizing these financial red flags early can help you protect your future. In this video, we break down the 5 biggest financial red flags in...

Learning how to read your stock portfolio is one of the most important skills for beginner investors. If you've ever opened your investment account and felt confused by the numbers, percentages, and charts, you're not alone. That's why Brad's teaching us how to read a stock portfolio in simple terms that even we can understand.   Whether you're new to stock market investing , building your first i...

Starting a business is a little like deciding to raise a baby that only eats money and occasionally sends you invoices for more. It begins with excitement and big dreams, but can quickly turn into late nights, unexpected expenses, and Googling "is this normal?" at 2 a.m.   While there's no magic formula that guarantees your startup will become the next big thing, today we're offering our top 5 tip...

At some point we all encounter a luxury item and think, "There is absolutely no way this costs that much." And yet, people keep buying $30,000 handbags, $2000 sneakers, and watches that cost more than a down payment on a house. The questions we're asking today is whether or not luxury goods are actually worth their sky-high price tags, or are we just paying extra for a logo, a vibe, and the right...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Warren Buffett is one of the richest people on the planet but is famous for living a life of extreme frugality. He still lives in the same house he bought in 1958 and seems perfectly content with fast food and a flip phone. Which raises an uncomfortable question for the rest...

Many of us are working hard to achieve financial freedom, and hopefully enough wealth so that we can take care of our families for the rest of our lives. And for those that achieve this goal there is a desire to pass that wealth down to bless our children and our children's children. But statistics show that generational wealth is extremely hard to hold on to through multiple generations. So, how...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   If you've tried to follow the real estate market lately, you may have noticed it feels a bit like a game of musical chairs—except the music is mortgage rates, the chairs cost six figures, and everyone is pretending they're totally calm about it. But the fact we all need some...

Every year, millions of people collectively throw massive amounts of cash at odds that are about as predictable as a hyperactive 5-year-old on espresso. But what if, instead of trying to outguess the refs, you took that same money and plunked it into a long-term investment? You might not get the thrill of watching your team pull off a miracle in the final minute, but your bank account might throw...

We all learned a lot of things in high school… a lot of things we don't really use in our adult life. What it did not teach many of us was how to file taxes, build credit, avoid overdraft fees, or figure out why your bank app suddenly looks angry at you. Somehow, we all graduated knowing the mitochondria is the powerhouse of the cell, but not how interest works on a credit card.   So, let's fix th...

Once upon a time, there was a magical creature known as the full pension where a company would pay your full salary for the rest of your life after you retire. Today, instead of guaranteed checks for life, most of us are handed a retirement plan consisting of a handshake and a heartfelt "good luck." So where did all the pensions go, what replaced them, and—more importantly—where can you still find...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   If you've ever wished for a crystal ball that could tell you what your money is about to do, good news — the big banks have been squinting into theirs and making some educated guesses on everything from stock market moves and federal interest rates to whether your dream hous...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   The dawning of 2026 brings in a renewed sense of possibility — a fresh chance to reset, refocus, and finally take control of the areas of life that matter most. For many of us, our finances sit at the top of that list, carrying the weight of old habits, lingering stress, and...

Well, it's finally here…the most wonderful time of the year. With the kids jingle belling and everyone telling you to "be of good cheer."   There's a special kind of magic that settles over the world during the days leading up to Christmas day, a twinkling blend of excitement, hope, and the joyful anticipation of what tomorrow might bring.   As we celebrate the yuletide, we're reminded that the tr...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Just because you love a company doesn't mean investing in it will turn you into the next Warren Buffett. You might think their products are life-changing — maybe they saved you from bad hair days or brought you the softest sweatpants known to humankind — but that doesn't aut...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Winning the lottery feels like the universe just handed you a golden ticket to Easy Street—until you take a closer look and realize it actually comes with fine print the size of a CVS receipt. Yes, you may have imagined yachts, mansions, and dramatically quitting your job, b...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   It's that magical time when financially responsible adults everywhere start asking themselves the big question: "How can I avoid donating half my paycheck to the IRS next year?" While most people would rather dream about sugar plum fairies dancing around the Christmas tree t...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Ah, the holidays — that magical time of year when families gather to eat, laugh, exchange gifts, and absolutely avoid talking about anything remotely related to money. Mention budgets at Thanksgiving and suddenly everyone's gotta get fresh air. Bring up spending habits at Ch...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Having a baby is a magical experience—right up until you realize diapers cost more than the GDP of Norway. Whether you're dreaming of starting a family or already staring at a newborn who's loudly demanding room service at 3 a.m., getting financially prepared can make the whol...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Few things make people squirm faster than being asked for money. Suddenly, everyone forgets how to make eye contact, checks imaginary text messages, or develops an urgent need to "run to the bathroom real quick." If you're one of those people don't feel bad. You're not alone...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Ah, passive income—the magical unicorn of the financial world. It's the idea that money could keep flowing into your account even while you're binge-watching Netflix or pretending to be productive on a Sunday afternoon. For many, it sounds too good to be true—like a get-rich...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   If you hear faint ghostly wails on a cold October night, don't worry — it's probably just the restless spirits of millionaires who didn't buy into JP Morgan's banking plans. Legend (and a few very dedicated Reddit threads) say the Titanic didn't sink because of an iceberg… i...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   If money came with a warning label, it would probably say: "Side effects may include stress, denial, reckless Amazon purchases, and hiding delivery boxes from loved ones." The truth is, we've all got our financial quirks—but some of us take it to Olympic levels. From the chr...

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.   Remember cash? Those colorful bits of paper that used to live in your wallet before being replaced by a sleek piece of plastic—or, let's be honest, your phone? These days, pulling out actual dollar bills at a checkout counter feels about as old-fashioned as paying for grocer...