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Make Your Money Matter

May 25, 2022

When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry.

In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio.

Listen now. 


May 18, 2022

Due to recent volatility in the market and rising inflation, many people are wondering if it is a good time to invest.

In this episode, Brad breaks down risk tolerance, dollar cost averaging and yes, PESSIMISM... to help you answer the question: Is it a good time to invest? 

Listen now. 

Show Highlights Include:

  • The...

May 11, 2022

Sure, life has many uncertainties. But, one of the most common is financial uncertainty.

In today's show, Brad discusses how we can wind up in cycles and how our emotions can dictate life destroying decisions when it comes to our finances. However, with a clearly defined plan and some discipline, there is light at the...

May 4, 2022

In 1953 a man named Sir Edmund Hillary became the first known person to reach the summit of Mt. Everest. But he didn't do it alone. He was accompanied by his Sherpa.

In this episode, Brad discusses how the accumulation phase and the distribution phase of retirement is a lot like climbing Mt. Everest and how important it...