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. In this week’s episode, Brad delves into the vital topic of teaching children about financial responsibility. He emphasizes why starting early can have a lasting impact on their future and outlines practical approaches that parents can implement at different stages of a child’s development. Drawing on over two decades of expe...
Jun 23, 2025•18 min•Ep. 169
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. On this week’s show, Brad dives into the world of AI—how it’s transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it’s not in your corner the way an advisor is. Brad explains ...
Jun 16, 2025•13 min•Ep. 168
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. On this week’s show, Brad breaks down the six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success. Listen Now! Show Highlights Include: · Asking About You (5:00) · What Do You Have? And Why? (7:00) · How W...
Jun 02, 2025•22 min•Ep. 167
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. On this week’s show, Brad breaks down the top four reasons most financial advisors avoid recommending these assets. From high volatility and elevated risk to unproven track records, he explains why many advisors choose not to manage or endorse them for their clients. Listen Now! Show Highlights Include: · Our Preconceived Not...
May 19, 2025•15 min•Ep. 166
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. On this week’s show, Brad takes on a topic that a lot of us are worried about right now…recessions. With many pundits forecasting a recession hitting this year, he’s serving up the six indicators of a recession that you need to be watching out for. And as a bonus, giving you a couple benefits of recessions that prove there’s ...
May 05, 2025•19 min•Ep. 165
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. On this week’s show, Brad reveals the emotional twists and turns of managing money — and empowers you with the strategies to take control and build the financial life you deserve. Listen Now! Show Highlights Include: The Ups and Downs (2:00) Side Effects of Financial Stress(6:00) Talk To Someone (7:00) Take Inventory and Make...
Apr 28, 2025•20 min•Ep. 164
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. On this week’s show, Brad addresses all the fear that’s spreading around volatility in the market and what investor’s fear most…a crash. We’re taking a look back at the history of crashes in this country to find out what we can learn from our past, and giving you tips on what you can do to protect your portfolio from a future...
Apr 21, 2025•24 min•Ep. 163
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. On this week’s show, Brad talks about the four most valuable things that we can invest in outside of your portfolio…and SURPRISE...they’re not what you’re thinking! Where are you spending your time? Are you taking care of your health? Answers to these questions and more tips on building wealth, gaining health, and finding hap...
Apr 14, 2025•21 min•Ep. 162
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. On this week’s show, Brad tackles tariffs, unveiling a few truths that might be getting lost in all the bi-partisan back and forth. He also gives a little insight into how tariffs are affecting the market and how financial advisors can help you fund success within all the uncertainty. Listen Now! Show Highlights Include: How ...
Apr 07, 2025•22 min•Ep. 161
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. On this week’s show, Brad talks about a few hot topics that are dominating the new cycle right now. What’s going on with these tariffs? What the heck is DOGE doing? Why are the markets so volatile? All you need to know and more! Listen Now! Show Highlights Include: • The Tariffs Trump Wants (2:30) • Market Volatility Can Be A...
Mar 24, 2025•21 min•Ep. 160
How To Build Wealth 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. On this week’s show, Brad talks about the differences between being rich and being wealthy, and shares practical steps on how to build wealth. Listen Now! Show Highlights Include: What’s the definition of wealth (1:30) What is enough? (5:10) Step 1 is simple (8:30) Break glass in case of emergency (10:25) ...
Feb 17, 2025•17 min•Ep. 159
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. On this weeks show, Brad examines an important question that every investor needs to ask. Is the stock market overvalued? Listen Now! Show Highlights Include: The ballad of Clarence and Grace Woolsey ( 2:00) The importance of determining value (5:20) The magnificent value of the Magnificent 7 (8:45) What contributes to overev...
Feb 10, 2025•17 min•Ep. 158
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 having a balanced approach to your investing life and the value of failure. Listen Now! Show Highlights Include: We look like our habits. (1:47) Don’t be afraid to shoot your shot. (4:45) Talk about your failures. (7:45) Our growing government. (11:35) The 60/40 investment rule. (13:08) To schedule your ...
Jan 27, 2025•20 min•Ep. 157
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 what to know about the newly passed Social Security Fairness Act, and takes a look at what Wall Street is predicting for 2025. Listen Now! Show Highlights Include: The Social Security Fairness Act (1:45) Managing 2025 Predictions (6:00) What Wall Street Is Saying (7:30) Understanding the S&P 500 (9:4...
Jan 20, 2025•16 min
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 takes a deep dive into American politics to find out if presidential elections affect the stock market. Listen Now! Show Highlights Include: Update on Show Delays. (:40) A look at 2000 election. (5:30) Y2K got Weird. (8:00) 2020 elections during a pandemic. (11:30) Seeing volatility during elections. (18:30) To sc...
Jan 13, 2025•21 min•Ep. 155
With recent volatility in the market, it is easy to panic. However, what may look one way, could mean opportunity! On today's show, Brad addresses our concerns as it pertains to current market shifts, reminding us all that this is not uncharted territory and to just stay the course. Listen Now! Show Highlights Include: This Has Happened 17 Times. (2:17) Retirement Dates Are Chapter Transitions. (6:40) The Butterfly Effect And Global Markets. (8:40) Why Not Own Concentrated Positions? (12:39) It’...
Aug 05, 2024•17 min•Ep. 154
Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen. Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight. Listen Now! Show Highlights Include: Is It ALL It Is? (1:37) Battleship In A Bathtub. (6:21) Trying Again And Again, Until It Works. (8:03) History Of Tariffs An...
Jun 19, 2024•18 min•Ep. 153
Ready or not, we have an election coming up this November and many of us are bracing to see how the market responds. But do elections REALLY have an affect on the stock market? Today, Brad takes us through a 100 year timeline on election data and how it coincides with the U.S. market. The results may surprise you. Listen Now! Show Highlights Include: The Stage Is Set. (2:16) “Mr. Boring’s” Method Actually Works. (6:12) What Does It REALLY Look Like? (9:28) How Do They Close The Inequality Gap? (...
Jun 13, 2024•21 min•Ep. 152
If you have been following news pundits on the subject of inflation, you might be scratching your head, but also becoming a little impatient… for good reason. Today, Brad walks us through discussions in the media regarding inflation and interest rates. And with so many rumors and opinions, it is hard to find the real story. We have you covered! Listen Now! Show Highlights Include: Right Money, Wrong Denomination. (3:31) Moving From Scarce Reserve, To Abundant Model. (5:28) Super Core Inflation. ...
Jun 06, 2024•16 min•Ep. 151
Would it surprise you that the global population over the age of 65 is expected to double from 10% to 20% by the year 2060? This increase in longevity concerns MANY people, as it pertains to their retirement. On today’s show, Brad takes us through 3 ways all of us can address the question of, “Will I have enough money in retirement?” Listen Now! Show Highlights Include: A Great Achievement, But Greater Risk? (2:24) The Most Important Thing. (5:26) Only 1/2 Of The Story. (8:39) A Road Traveled Be...
May 31, 2024•16 min•Ep. 150
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. (8:20) Habit 4: Not Paying Attention. (11:18) Habit 5: Not Understanding Limited Beliefs. (12:50) To sch...
May 02, 2024•16 min•Ep. 149
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 Number. (4:55) It's Hard To Beat The Team Approach. (6:48) Taxes Are At The Top Of The List. (12:01) What ...
Apr 04, 2024•19 min•Ep. 148
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) Even If The Truth Hurts. (11:01) The Rule Of 72. (12:47) To schedule your free retirement tracking me...
Mar 27, 2024•18 min•Ep. 147
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. Listen Now! Show Highlights Include: The Duck / Rabbit Picture. (1:23) A Promising Or Struggling 2024 E...
Feb 08, 2024•13 min•Ep. 146
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 See Forward. (4:25) Breaking Down A Legged Monster. (10:41) Contribution, Prevention And Delegation. ...
Jan 24, 2024•22 min•Ep. 145
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 Highlights Include: Cats And Dogs. (1:15) A Spending Rundown. (3:25) Budget Battles. (6:32) Looking ...
Jan 18, 2024•17 min•Ep. 144
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 Winner. (1:42) Is Your House In Order? (6:04) Experiencing Bear Markets Gets Easier. (10:15) What Domin...
Jan 10, 2024•16 min•Ep. 143
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. (6:25) A Great Reset. (8:10) Focus On The Good. (11:15) To schedule your free retirement tracking meeting, ...
Dec 21, 2023•13 min•Ep. 142
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. Show Highlights Include: Neutral Or Natural Rates? (2:20) It Is NOT Time To Claim Victory. (6:10) ...
Dec 13, 2023•15 min•Ep. 141
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. Show Highlights Include: The Screwtape Letters. (1:34) Stay In Your Lane. (4:10) If You Quit Working ...
Nov 29, 2023•22 min•Ep. 140
