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Make Your Money Matter

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 is to have a guide when it comes to our finances.

Show Highlights Include:

  • Who was the first to climb Mt. Everest? (1:05) 
  • How climbing Everest relates to our financial journey.  (4:16) 
  • Money is a great employee, but a terrible boss.  (8:04) 
  • Finding an advisor is a two-part study. (11:50) 
  •  How having a financial advisor relates to professional sports.(18:39) 
  • What questions should you be asking a financial advisor? (21:23) 

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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