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Make Your Money Matter

Apr 27, 2022

We all should have written goals and then the plans to achieve them, yet for some reason few of us do.

Most people fall into 3 categories of planning. Which one are you?

In this episode, Brad explains how planning comes before doing and in a way, planning creates a blueprint for potential success. It increases the odds...


Apr 22, 2022

After a soaring bull market since The Great Recession, the investing world stopped dead in March 2020. It rebounded quickly, but we’re heading towards more market volatility than we had in the past decade. 

A volatile market doesn't have to mean watching all your investments go down the drain. But it is a time to make...


Apr 15, 2022

Fear and anxiety around investing can wreck your portfolio and sabotage your golden years before they even begin. 

Either your fear causes you to take uncalculated and unnecessary risks. Or it makes you as conservative as sticking your money in a savings account. 

That’s the bad news. 

The good news? 

Calming your...


Apr 8, 2022

Do you know how to figure out when you should retire? 

Retiring too early can deplete your money during your golden years and force you back into a job. And retiring too late can steal the best years of your life from your grasp. 

Since retirees want to avoid both of these scenarios, wondering when it’s time to retire...