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Make Your Money Matter


Nov 2, 2022

If you are worried about your money heading toward retirement, you are not alone. A popular poll suggests that 77% of pre-retirees are worried about a recession.

On today's podcast, Brad takes us through some very eye-opening stats that may not sit well with everyone. However, we are reminded that it is much worse in our imagination and that having a plan and staying disciplined is the key.

Listen now. 

Show Highlights Include:

  • Kiplinger Poll May Shock You. (1:45) 
  • The Elephant In The Room. (3:02)
  • The More You Have, The More You Have To Lose.(7:39) 
  • Prof. Jeremy Siegel On CNBC (13:35) 
  • The Book: "Atomic Habits". (17:16) 
  • Do Not Create An Investment Plan Based On Stats. (21:21) 

Source: https://www.yahoo.com/now/kiplinger-athene-poll-retirees-worried-131753028.html

To schedule your complimentary retirement track review, head to https://onecapital.com. 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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