Episode 140: Making Better Money Decisions with Brad Barrett

18m · Wealth On Any Income · 22 May 07:00

For Episode 140 of the Wealth On Any Income Podcast, Rennie is joined by Brad Barrett.Brad is a Managing Director with One Capital Management advising private individuals and families on their personal investment and advanced planning needs. With nearly 20 years of experience in the financial services industry, he is passionate about finding new ways to educate investors. Having the heart of a teacher, he also shares his knowledge and experience through his weekly YouTube, Podcasts and Radio Shows, “Make Your Money Matter” and "Pension Attention".

Also a sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline to aligning goals and objectives when it comes to investment and financial planning. Brad has a bachelor’s degree in economics and political science from Arizona State University. He is a CPA™ and member of Kingdom Advisors.

Are you interested in how to make better decisions with your money?

In this episode, Rennie and Brad cover:

01:52 Brad’s unique story of what inspired him to get involved in personal investment.

05:08 How we learn lessons at all the different ages and stages of life and the psychology of money.

07:21 Brad’s philanthropic approach which includes focusing on helping first responders in particular the Los Angeles Fire and Police Departments.

09:53 Why Brad believes we are brought into certain areas of life for a reason – to help.

11:41 How Brad shares with his clients that their measure of success or your identity should not be about money and how important it is to not do it alone.

14:55 Brad encourages people to find value in the team they are working with.

16:26 Brad shares more about the motivation he had at 16 to learn more about finances and money and how sometimes the mistakes we make aren't even our fault.

17:00 How to connect with Brad by tuning into his podcast, the Make Your Money Matter Show athttps://www.youtube.com/@makeyourmoneymatter or by visiting https://onecapital.com.

“I can spend hours probably on one or two just case studies with just one client that most some people would think or remember, it's also how we define success, right? This world nowadays, right or wrong, we define it with a certain dollar amount. And I always show people that money should not be your worth or your identity. You have got to be careful there, especially males I talked about it a lot with - with male counterparts. We have a tendency to get wrapped up in the identity, and the worth of that. But what I was getting at there is understanding that wealth - well said it's a team - no person I've seen be successful in the world's eyes, or in just their family eyes, have done it alone.” – Brad Barrett

To tune into Brad’s podcast, the Make Your Money Matter Show visit https://www.youtube.com/@makeyourmoneymatter

To learn more about Brad visit https://onecapital.com/brad-barrett.html

If you'd like to know how books, movies, and society programs you to be poor, and what the cure is visit wealthonanyincome.com/tedx. You'll hear Rennie's TEDx talk and can request a free 27-page Roadmap to Complete Financial Choice® and receive a weekly email with tips, techniques, or inspiration around your business or money.

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email: [email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

The episode Episode 140: Making Better Money Decisions with Brad Barrett from the podcast Wealth On Any Income has a duration of 18:46. It was first published 22 May 07:00. The cover art and the content belong to their respective owners.

Permalink

More episodes from Wealth On Any Income

Episode 163: Keep More, Make More & Live More with Chris Quintana

For Episode 163 of the Wealth On Any Income Podcast, Rennie is joined by Chris Quintana.Chris is an International Best-Selling Author and Philanthropist. She is also a Financial Strategist, Estate Planner, and Real Estate Investor with a gift for breaking down complex financial jargon into easy-to-understand and easy-to-implement strategies.

Chris is passionate about sharing her knowledge to help others create wealth and financial freedom.

Are you a pet parent or in the pet industry business looking for clarity to improve your pet’s health?

In this episode, Rennie and Chris cover:

01:45 What Chris does as a non-traditional financial planner and why she got started.

03:33 Her negative experience with a financial planner that led her to take action and look at her finances differently.

04:59 How Chris started a women’s group for finance and that led her to where she is today.

09:47 Rennie shares his parallel experience and how what she learned is related to the three secrets of the wealthy.

11:09 How you can make money whether the market is going up or down.

12:11 Chris shares about one of her favorite charities - The Orangutan Foundation.

13:49 How to get Chris’s free toolkit from her website athttps://www.cqconsultingservices.com/toolkit

14:25 Chris shares an important message from her book ‘The Less You Know, The More They Make’.

“And she told me really simply in layman's terms.And I got so frustrated, I got so mad, you know, I'm just like, why can't they say that?And she said, well, if they said it like that, people wouldn't need financial advisors.If we learned financial education in school… there's so many things that are so simple. You don't have to make a lot of money to become financially free.And that made me angry. But in a way I realized that all of this was kind of was a blessing in disguise, because I wouldn't be where I'm at now if it weren't for being taken advantage of and having to start learning these things. Because these things aren't taught to us in school.And then having her as mentor, and showing me and explaining to me what things meant and made it so where I could go and teach people.” – Chris Quintana

To get Chris’s free toolkit visit https://www.cqconsultingservices.com/toolkit

To learn more about Chris visit https://www.cqconsultingservices.com/about

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email:[email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

Episode 162: The Simple Health Test to Discover Your Pet’s Health Needs with Jennell Cook

For Episode 162 of the Wealth On Any Income Podcast, Rennie is joined by Jennell Cook. Jennell is an Author, Wellness Expert, and Educator of The Simple Health Test. With 40 years of wellness experience – a journey that began with nearly losing her mother to complex health issues led to a successful wellness clinic and health food store.

Jennell now brings her knowledge to the pet industry with her powerful diagnostic approach for practitioners, businesses, and also for pet parents. Join us as we dive into the unique approach that sets her apart.

Are you a pet parent or in the pet industry business looking for clarity to improve your pet’s health?

In this episode, Rennie and Jennell cover:

01:51 What Jennell does for people and their pets, why and how she can help.

05:13 Who Jennell helps and how that has been successful.

06:28 What Jennell considers her biggest mistake and what she learned from it.

08:09 How Jennell used this method herself to great success.

09:22 The main question that Jennell gets asked – what is the best food choice for their pet?

11:09 How to get Jennell’s ebook that can help you to craft your own pet food recipe at https://www.jennellcook.com/homemade-dog-food.

12:02 Jennell shares whether her simple test can be used on humans too!

‘As pet parents, we are lost about what might be wrong with our pets and what we can do about it. We often have to rely on others about our important pet decisions. We search the internet, social media, we ask our friends. Essentially, we rely on other people to make our important pet decisions, trying to find solutions, and we’re faced with too many choices. It becomes overwhelming and often conflicting, without really having a way to evaluate or verify our decisions. Pets, they are at our mercy. They don’t have the ability to really speak to us and tell us how they feel. If they get a headache when we hide their medicine, or they eat a particular food and it makes them feel unwell.’ – Jennell Cook

Get Jennell’s guide to becoming your dog’s chef by visiting https://www.jennellcook.com/homemade-dog-food

To learn more about Jennell visit https://jennellcook.com

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email:[email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

Episode 161: Get Your Talk Ready to Rock with Leisa Reid

For Episode 161 of the Wealth On Any Income Podcast, Rennie is joined by Leisa Reid. Leisa is a speaker who has booked and delivered over 600 talks and can train you on how to GET booked and STAY booked as a speaker. She is the Founder of Get Speaking Gigs Now and the CEO of The International Speaker Network.

Leisa is passionate about teaching you how to "Get Your Talk Ready to Rock" so that you can get on stage quickly and confidently. On our show today, she will share the #1 secret she uses to get speaking gigs!

Would you like to get your talk online or on stage quickly and confidently?

In this episode, Rennie and Leisa cover:

01:56 Leisa shares why she helps entrepreneurs get speaking engagements and why it isn’t for everyone.

03:28 “Death by Powerpoint” is real and should be avoided!

04:16 Leisa’s favorite charity, The Pachamama Alliance – Inspired by Lynn Twist (https://pachamama.org/)

05:05 Leisa’s target market – those who feel drawn to speak and make an impact on the world.

06:09 What Leisa considers to be her biggest challenge or failure and what she learned from it to create success.

08:29The benefit, goal, objective, or outcome people seem to achieve out of working with Leisa.

08:58 A case study of one of Leisa’s clients and the transformation she experienced.

10:41 How to get Leisa’s5 Top Tips To Get More Speaking Gigs Now - available at getspeakinggigsnow.com/tips.

11:37 Leisa shares the #1 way to get a steady stream of speaking referrals.

‘Speaking is not a fit for everyone. I'll start there. So, anyone who's terrified of speaking, relax, don't worry. You don't have to do anything. But there is a lot of us, a lot of entrepreneurs who really, really feel called to speak. They've seen someone up there speak. Maybe they got a chance to speak and they think, ‘I should be up there. I should be the one giving that talk. I have a lot of really valuable information to share’. And, it's a deep calling often within our soul, that's like, ‘I need to do this’. And I hear these kinds of stories all the time, so that's how I know. And I'm one of those people as well. So, for those of us who are in an entrepreneurial space or wanting to attract our clients, needing to do that sales and marketing thing, speaking is a really fulfilling way.’ – Leisa Reid

To get Leisa’s 5 Top Tips to Get More Speaking Gigs Now visit https://GetSpeakingGigsNow.com/tips.

To learn more about Leisa visit https://getspeakinggigsnow.com/meet-leisa

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email:[email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

Episode 160: Closing the Gender Confidence Gap with Anna Gradie

For Episode 160 of the Wealth On Any Income Podcast, Rennie welcomes Anna Gradie. Anna is a Confidence Coach for women in STEM (Science, Technology, Engineering and Math). Using science-backed tools, she helps her clients increase their confidence, accelerate their performance, and build stronger relationships. Anna’s purpose is to help close the gender confidence gap and to accelerate equality in STEM industries by empowering women.

In 2010, Anna co-founded and scaled an Educational Technology company into a multi-million-dollar business. She was the COO and head of HR but noticed a huge gender gap in the industry. After a successful exit in 2020, she created her coaching business.

Would you like to know how to close the gender confidence gap for yourself?

In this episode, Rennie and Anna cover:

02:01 How Rennie didn’t define traditional gender roles when raising his children and how that empowered his daughter.

04:04 Anna’s favorite charity – Dress for Success (https://vancouver.dressforsuccess.org/) – helps women get access to clothes to allow them to project confidence.

05:31 Who Anna’s target market for her confidence coaching is and why.

06:19 Anna’s biggest personal failure and the important insight she gained from that experience.

07:34 A case study of one of Anna’s clients who, after working with Anna, is now living a life that she is proud of.

08:53 The results another of Anna’s clients achieved after attending her six-month Confidence Coaching Program, a 10x in her confidence!

09:59 You can visit Anna’s website (annagradie.com) and subscribe to her free weekly newsletter to get a 5-Step Confidence Booster Guide, packed full of science-based tips and tricks to build confidence. You can also sign up for a free one-on-one Confidence Booster Session.

10:55 How Anna defines confidence.

“I co-founded and scaled an Ed Tech company and in that role, I noticed a huge gender gap in the industry. We had a goal of employing a diverse and inclusive development team and it was so hard to hire and retain female software developers. There was simply a limited pool of candidates. So that's where I saw the need for coaching support, to help women enter tech, stay in tech, thrive in tech.” – Anna Gradie

Visit Anna’s website https://annagradie.com/ to sign up for her newsletter to get her 5-Step Confidence Booster Guide, which is packed full of science-based tips and tricks to build confidence, or book a free one-on-one Confidence Booster Session.

To learn more about Anna visit https://annagradie.com/anna-gradie-my-story/

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email:[email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

Episode 159: Breaking Down Barriers to Get into Your Zone of Genius with Brenda B. Bailey

For Episode 159 of the Wealth On Any Income Podcast, Rennie welcomes Brenda B. Bailey – the “Cellular Reprogrammer” to the show. Brenda is a ThetaHealing Master & Instructor who’s owned and operated a 7-figure business and has been an entrepreneur for over 31 years. Her work in the world is to help you break down the barriers to help you heal and get into your true zone of genius, serve the people who need your gifts, and make lots of money doing it -without it being at the expense of Yourself, Your Energy, and Your Time!!

Brenda has blended her practical experience as a successful entrepreneur along with the ThetaHealing practices that allow people to have quick income transformations in her Elevate to Accelerate Program & SRC4U Membership.

Would you like to be reprogrammed to get into your true zone of genius?

In this episode, Rennie and Brenda cover:

01:55 Introducing Brenda and her cat.

02:58 What ThetaHealing is and why Brenda loves it!

05:12 Why Brenda calls herself the Cellular Reprogrammer– making changes on a cellular level.

08:44 How Brenda’s ThetaHealing doesn’t require a lot of “homework” or work on your end at all.

09:37 Brenda shares the story of her beloved dog Chula and her favorite animal charity.

11:22 Rennie shares about the new addition to his household – a chihuahua named Ted.

13:34 Brenda’s biggest challenge in business and what she learned from it while eating some “humble pie”.

15:59 A great case study story about how Brenda became one of her client’s top three women in his life by helping him in his stuck business.

23:23 How you can get started with ThetaHealing at Brenda’s website and find the Freedom Thru Forgiveness workbook and audios at https://freedomthruforgiveness.com

“I love entrepreneurs, I work with anybody, but I love entrepreneurs, because I know the entrepreneurial journey. I know the ups and downs. And I can prevent people from having high highs and low lows, I can allow it to be an even keel. So that then they either hire people, they don't have to work as much.” – Brenda B. Bailey

To get access to Brenda’s forgiveness workbook and audio Freedom Thru Forgivenessvisit http://freedomthruforgiveness.com

To learn more about Brenda visit https://www.brendabbailey.com/about

AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose’.

Rennie’s Books and Programs

https://wealthonanyincome.com/books/

Wealth with Purpose:
https://wealthonanyincome.com/wealthwithpurpose

Rennie’s 9 Days to Financial Freedom program:
https://wealthonanyincome.com/programs

Connect with Rennie

Websites:
WealthOnAnyIncome.com
RennieGabriel.com

Email:[email protected]
LinkedIn: https://www.linkedin.com/in/renniegabriel/
Facebook: https://www.facebook.com/WealthOnAnyIncome/
Twitter: https://twitter.com/RennieGabriel
YouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8Pg
Instagram: https://www.instagram.com/wealthonanyincome/

Every Podcast » Wealth On Any Income » Episode 140: Making Better Money Decisions with Brad Barrett