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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 that if we follow our plan, we’ll enjoy success.

Listen now. 

Show Highlights Include:

  • The Make Your Money Matter Youtube Show (:30) 
  • Getting to know Brad (:50) 
  • The bankruptcy of MCI Worldcom and how it affected Brad.  (1:30) 
  • Building the frame of your investment plan. (7:30) 
  • The Harvard study on planning and goal setting. (11:35) 
  • 3 categories of planning that most people fall into. (14:16) 

To schedule your complimentary retirement track review, head to You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show