Sep 27, 2023
How much would you pay for advice? Oddly enough, many people will spend large sums of money on people and things, hoping to improve their lives but will focus less on financial advice.
Today, Brad breaks down the 3 components of wealth management and discusses how our own biases can hold us back when it comes to return...
Sep 7, 2023
There are a lot of misconceptions when it comes to life insurance and for some it can be an uncomfortable subject matter. However, with September being life insurance month, now is a great time to discuss it with your financial advisor or professional.
On today’s show, Brad discusses 6 myths around life insurance, as...
Aug 23, 2023
When we lose a loved one, making the grieving process less painful is challenging. There are many decisions to be made and it can be a daunting task.
Today, Brad shares a helpful checklist that could help us all manage the grief we may go through when someone we care about, passes away.
Listen now.
Show Highlights...
Aug 16, 2023
After the recent and tragic events in Lahaina, Hawaii, Brad reflects on his time living on Maui and the rush of emotions that has flooded his family's mind.
Today, Brad reminds all of us how money is not always rational and if we lose ourselves emotionally when it comes to our finances, it could be a detriment to our...
Aug 9, 2023
People are behavioral beings and many times we bring our behaviors into our financial life, which could hurt us in the long run, causing us to make wealth destroying decisions.
Today, Brad reveals 6 questions your advisor should be asking you, encouraging us all to have open dialogue with those helping us with our...