Make Your Money Matter

Within the next couple of decades, the largest transfer of wealth will occur in generational history. What we can glean from those born between the 1920's and 1960's is immeasurable.

In today's show, Brad shares his very vulnerable conversation he recently had with his 93 year old grandfather and what we can all learn about money from those who came before us.

Listen now. 

Show Highlights Include:

• The Difference In Having Money At 18 Versus 93. (3:56) 
• When Money Goes From A Stressor To A Comfort. (8:02) 
• What Brad's Grandfather Would Say To A Young Person Today.  (11.50) 
• The Largest Wealth Transfer In History. (15:06) 
• 3 Things My Grandfather Wants You To Remember. (19:15) 

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

We have been on the cusp of a recession for quite some time. Some would say we have been in a recession for awhile... No matter if we are or we aren't, these talks make the headlines daily. But, does it change what most of us already know about the economy?

In this episode, Brad shares 3 things to recession proof your retirement in whatever stage of life you are in, reminding us it is better to be proactive versus reactive.

Listen now. 

Show Highlights Include:

• Recessions Are Called In The 11th Hour. (3:58) 
• Think Long Term, Look Over Your Plan. (7:40) 
• Look For An Advisor.  (9:45) 
• Protecting Your Portfolio Through Diversification. (11:28) 
• This Week In History. (14:22) 

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

The debt ceiling conversation always seems to be on the news rotation. Although there will be rhetoric and brinksmanship attached to these headlines, there is always more to the story.

In today's episode, Brad gives a short history lesson on debt and shares an in depth look of what is really going on.

Listen now. 

Show Highlights Include:

• When Debt Did Not Exist. (2:16) 
• Paying Off The Mortgage May Not Be The Best idea.  (5:08) 
• We are Not Interested In A Company Without Debt. (9:12) 
• The Trillion Dollar Question. (13.58) 
• Debt Is The Symptom Of The Disease. (16:45)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Many of us battle our emotions as it relates to the decisions we make regarding our money. Unfortunately, this can lead to wealth destroying outcomes.

In today's episode, Brad discusses the concept of Time and Money and how together they could equal Freedom.

Listen now. 

Show Highlights Include:

• Investing Is 10% Intellect And 90% Emotions. (1:58) 
• Concepts Learned From High Net Worth Individuals. (4:17) 
• Any Solid Plan Has This 3rd Grade Math Equation.  (10:09) 
• Get Paid For Decisions, Or Pay For Decisions. (15:24)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

With Spring in the air, it is a good reminder that just like seasons change, so do market cycles. So, it is important not to get caught up in media rhetoric or social media hype when it comes to our investments and the market.

In today's episode, Brad gives us a great analogy on seasons and investing and how we should be careful not to get lost in the current season of the market but be prepared for the next one.

Listen Now!

Show Highlights Include:

• Bear Markets vs Bull Markets. (1:49) 
• Market Crashes Could Equal Sales. (3:35) 
• Brad's Seasons And Investments Analogy. (7:12) 
• Sometimes It's Just Better To Do Nothing. (9:30)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

With Spring in the air, it is a good reminder that just like seasons change, so do market cycles. So, it is important not to get caught up in media rhetoric or social media hype when it comes to our investments and the market.

In today's episode, Brad gives us a great analogy on seasons and investing and how we should be careful not to get lost in the current season of the market but be prepared for the next one.

Listen Now!

Show Highlights Include:

• Bear Markets vs Bull Markets. (1:49) 
• Market Crashes Could Equal Sales. (3:35) 
• Brad's Seasons And Investments Analogy. (7:12) 
• Sometimes It's Just Better To Do Nothing. (9:30)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

If you have been listening to the current headlines, the state of the U.S. dollar has been a large topic of discussion and the question commonly asked is... "Will the world ditch the U.S. dollar?"

In this week's episode, Brad gives a short history lesson on the world's currency, plus the "What if..." scenario in regards to the U.S. dollar.

Listen now. 

Show Highlights Include:

• The Bretton Woods Agreement. (1:49) 
• What is BRICS? And is it flawed? (3:58) 
• The "What if?" Scenario. (6:55) 
• Whatever The Case, Diversify & Rebalance. (9:16)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

If we all stopped to think about who we were ten, five, even one year ago, we could all probably agree that we have grown and perhaps changed in certain ways. This also goes with our retirement planning.

In today's episode, Brad discusses life's changes, how we adapt and more importantly, how our mindsets may change about our retirement.

Listen now. 

Show Highlights Include:

• Life Never Stops. (1:20) 
• Your Retirement Reality. (5:28) 
• What Is Your Financial Identity? (9:20) 
• Life Finds Away To Get Messy. (14:33) 
• As The World Changes, We Adapt. (16:40) 
• Wealth Is About Having Options. (19:27)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil. 

Listen now. 

Show Highlights Include:

• A Vanguard Study (3:47) 
• Pillar 1 - Portfolio Construction. (5:22) 
• Pillar 2 - Wealth Management.(7:24) 
• Pillar 3 - Behavioral Coaching. (8:48) 
• Worry And Concern Are Not The Same. (12:12) 

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

Last Friday, The Silicon Valley Bank collapsed and became the second largest bank failure in U.S. history. With the news media in a frenzy, this event has many individual investors wondering how it will affect their money.

In today's episode, Brad discusses Charles Schwab's company statements and what this bank collapse means for many of us. 

Listen now. 

Show Highlights Include:

• Charles Schwab The Custodian. (2:28) 
• Breaking Down The Silicon Valley Bank Collapse. (7:40) 
• Where Will the Cash Go? (11:39) 
• One Capital Management's Conclusions. (13:50) 
• Worry vs Concern. (15:55) 

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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SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show