Mar 30, 2023
If we all stopped to think about who we were ten, five, even one year ago, we could all probably agree that we have grown and perhaps changed in certain ways. This also goes with our retirement planning.
In today's episode, Brad discusses life's changes, how we adapt and more importantly, how our mindsets may...
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...