Preview Mode Links will not work in preview mode

Make Your Money Matter

Mar 22, 2023

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of...

Mar 15, 2023

Last Friday, The Silicon Valley Bank collapsed and became the second largest bank failure in U.S. history. With the news media in a frenzy, this event has many individual investors wondering how it will affect their money.

In today's episode, Brad discusses Charles Schwab's company statements and what this bank collapse...

Mar 8, 2023

Investing has its ups and downs and for many, it is difficult to navigate the landscape. Understanding the investment "playbook" can be a challenge but it can be done with discipline.

In today's episode, Brad "gets real" about investing by sharing some of his personal journey, plus things to understand about your past...

Mar 1, 2023

It's everyone's favorite time of the year... TAX SEASON! And for some, tax season presents many challenges... some old and some new. But there could be light at the end of the tunnel.

In this episode, Brad shares 3 very important frames of reference you should be discussing with your tax preparer. Plus, a little...

Feb 22, 2023

Why do many people feel more secure holding onto cash? Is it  upbringing or something learned from someone else? What if you were told that holding your cash could be costing you money?

In this episode, Brad discusses what you can do if you are sitting on cash and the options you have to make it to work for you.