Pension Attention

Behavioral traits have a lot to do with the success and failure of managing our money. Today on the show, Brad shares 5 habits we should all stay away from, that could be keeping us "broke" or simply hindering us from reaching our financial goals. Listen Now! Show Highlights Include: Habit 1: Overspending. (4:35)  Habit 2: Waiting For The Wrong Reasons. (6:03)  Habit 3: Taking On Too Much Debt. (8...

Having the right team around you, matters... especially when it comes to our money. Today, Brad breaks down the 7 million dollar contract Shohei Ohtani signed with the LA Dodgers this off-season. The way it is structured will shock you… but there is much we can learn about planning for the future. Listen Now! Show Highlights Include: The Largest MLB Contract In History. (2:10)  Age Is Only A Numbe...

Dating back to the 13th century, the "Grain of Rice" fable has long been told in order to teach the simple concept of compound interest. Today, Brad shares this important tale and how it relates to the Rule of 72. You don't want to miss this tried and true investing tip! Listen Now! Show Highlights Include: The Grain Of Rice. (2:50)  Seeing The Light. (7:27)  Why You Should Think Long-Term. (9:05)...

Perception and interpretation are very different… and when it comes to the economy, these can get very convoluted. Those who are more optimistic may see a more promising year and those who are more pessimistic could be more skeptical. On today's show, Brad breaks down the famous and ambiguous illustration of the Duck and Rabbit, and how we should be looking at the economy as a broader picture. Lis...

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes. Today, Brad discusses where we are versus where we have been when it comes to retirement, reminding us all that our age does not really matter. Listen Now! Show Highlights Include: Age Is Just A Number. (1:40)  Looking Back To...

With 2024 comes an election year, and a top concern for many of us will be the economy. However, the big question will be... "Will there be any clear answers to what is broken?". Today on the show, Brad paints a clear picture to what has happened over the course of a few years regarding government spending and reminds us to look in the mirror and put our own money in perspective. Listen Now! Show...

With 2023 behind us, it is always good to reflect on the year we had but more importantly what lies ahead in 2024.  On the first show of the new year, Brad talks what the "experts" got right and what they got wrong in 2023... reminding us that no matter how this year turns out, we must ask ourselves, "Can my portfolio weather a storm?". Listen Now! Show Highlights Include: Tiger Woods Was Not A Wi...

We have all heard the true story of Christmas... The Savior, Mary and Joseph, the stable and wise men, but there is a different way to look at it. Today on the show, Brad sheds light on the In Keeper who only had a stable for for Mary and Joseph. This new perspective may surprise you! Listen now.  Show Highlights Include: The Story Of Old. (1:38)  An Abuse Of Power. (4:23)  Love Conquers All. (6:2...

Where are you in your financial world? Are you looking to buy or sell? These have different pain points regarding current interest rates. However, making sure we take a global view as it relates to how those rates got here and where we are going, may be a great perspective. Today on the show, Brad discusses what the Federal Reserve should do in 2024 as it relates to the broader economy. Listen now...

It is easy to get caught up with current events going on around the world and even what is going on in the markets. With information at our fingertips, distractions are an every day occurrence… the same goes with our money. Today, Brad's challenges us to think about and discover the purpose of our money as it relates to our investments, retirement and the goals we set out to achieve. Listen now. ...

Dating back to the first ever Thanksgiving, it's been a celebration that we all benefit from... COMING TOGETHER,  especially when we disagree. The truth is, you can't have financial freedom without political freedom and that means caring for and defending others you disagree with. In this episode, you'll discover the true importance of Thanksgiving and how you can get along with other people in yo...

We have all heard the phrase, "Nothing Is FREE". But not all prices appear on labels… in particular the markets and volatility. On today's show, Brad helps us better understand volatility, value and managing the long run when it comes to our money. Plus, he offers a FREE gift! Listen Now!   Show Highlights Include: Diversification Matters When Things Are Overbought. (4:03)  When GE Sold For Scraps...

Most people try to avoid any situation that is volatile because they generally involve risk. But when it come to investing, it could be misleading to believe volatility equates to risk. In today's show, Brad discusses this topic of variability in a story driven way, plus educates all of us on how to filter the financial "noise" we hear every day. Listen now.  Show Highlights Include: Avoiding Risk...

Did you know that 1 in 5 married couples say that finances is the greatest issue they face in their relationship? Money and finances can be a very uncomfortable topic for many couples, but there is hope. Today on the show, Brad shares 5 tips to becoming a successful financial couple. Listen now.  Show Highlights Include: Financial Incompatibility Is A Thing. (2:53)  More Often, One Is In The Dark....

As we move into the 4th quarter of 2023 and take a look back on the year, the word "Volatility" stands out like a giant billboard sign. But what if volatility was not as bad as it is made out to be? On today's show, Brad defines, measures and brings context to volatility, reminding us that today's concerns are tomorrow's past. Listen now. Show Highlights Include: The Word, "Context". (1:58)  The D...

How much would you pay for advice? Oddly enough, many people will spend large sums of money on people and things, hoping to improve their lives but will focus less on financial advice. Today, Brad breaks down the 3 components of wealth management and discusses how our own biases can hold us back when it comes to return on investments. Listen now.  Show Highlights Include: An Open Heart. (1:53)  Wh...

There are a lot of misconceptions when it comes to life insurance and for some it can be an uncomfortable subject matter. However, with September being life insurance month, now is a great time to discuss it with your financial advisor or professional. On today's show, Brad discusses 6 myths around life insurance, as well as how to use it, when to use it and for whom may need it. Listen now.  Show...

When we lose a loved one, making the grieving process less painful is challenging. There are many decisions to be made and it can be a daunting task. Today, Brad shares a helpful checklist that could help us all manage the grief we may go through when someone we care about, passes away. Listen now.  Show Highlights Include: Rationalizing Grief. (2:48)  The Emotional Checklist. (4:59)  How Insuranc...

After the recent and tragic events in Lahaina, Hawaii, Brad reflects on his time living on Maui and the rush of emotions that has flooded his family's mind. Today, Brad reminds all of us how money is not always rational and if we lose ourselves emotionally when it comes to our finances, it could be a detriment to our overall financial journey. Listen now.  Show Highlights Include: Love For Lahaina...

People are behavioral beings and many times we bring our behaviors into our financial life, which could hurt us in the long run, causing us to make wealth destroying decisions. Today, Brad reveals 6 questions your advisor should be asking you, encouraging us all to have open dialogue with those helping us with our finances so we can protect what we have worked so hard for. Listen now.  Show Highli...

Recession has been a looming word over the past year or so and by now many have become  a bit numb to the topic. However, there are a couple of interesting theories around recessions and how they relate to our finances. Today, Brad gives some education, background and history when it comes to recessions and how it relates to mortgages, Wall Street and more. Listen now.  Show Highlights Include: Th...

A current buzzword in the media as it relates to money and investments is Artificial Intelligence. Right now, the Magnificent 7 (Meta, Google, Amazon, Apple, Microsoft, Tesla and Nvidia make up 28% of the S&P 500 value. This is unprecedented. Today, Brad breaks down what this could mean for your investments and the future going forward. Listen now.  Show Highlights Include: The Gold Rush And A.I....

Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours  could help you plan much better. On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom. Listen now.  Show Highlights Incl...

Is there any investment that is "Risk Free"?... Not exactly. However, there are options out there that are not the most "sexy" but have much lower risk, which could be appealing to some investors. On today's episode, Brad shares the differences between Treasury Bills and Treasury Bonds, plus how to purchase them and why they could be a great addition to your portfolio. Listen now.  Show Highlights...

If the things you thought were true were actually wrong... when would you want to know? With regards to finances, misconception can cause costly consequences. In today's episode, Brad explains how your financial freedom rests on understanding WHAT you are doing with your money and WHY you are doing it. Listen Now! Carrying Around Half Truths. (1:44) Money Is Like Water. (5:05)  Financial Security...