Mindset is a show dedicated to honest, inspiring and thought provoking conversations about money, and unpacking the truth and circumstances around how human beings are wired. It aims to bridge the gap between how we think, feel and ultimately act with our finances. The goal is to help you understand your “WHY” when it comes to your money. Join us each week as we discover the inner wealth in all of us.
Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.
With recent volatility in the market, it is easy to panic. However, what may look one way, could mean opportunity!
On today's show, Brad addresses our concerns as it pertains to current market shifts, reminding us all that this is not uncharted territory and to just stay the course.
Listen Now!
Show Highlights Include:
This Has Happened 17 Times. (2:27)
Retirement Dates Are Chapter Transitions. (6:50)
The Butterfly Effect And Global Markets. (8:49)
Why Not Own Concentrated Positions? (12:51)
It’s Mundane, Yet So Important. (14:16)
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.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
19 Jun 2024
Replacing Taxes With Tariffs
Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen.
Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight.
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Show Highlights Include:
Is It ALL It Is? (1:37)
Battleship In A Bathtub. (6:21)
Trying Again And Again, Until It Works. (8:03)
History Of Tariffs And Taxes. (10:36)
When There’s No Pain To You, It Doesn’t Matter. (13:08)
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.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
13 Jun 2024
Do Presidential Elections Affect The Stock Market?
Ready or not, we have an election coming up this November and many of us are bracing to see how the market responds. But do elections REALLY have an affect on the stock market?
Today, Brad takes us through a 100 year timeline on election data and how it coincides with the U.S. market. The results may surprise you.
Listen Now!
Show Highlights Include:
The Stage Is Set. (2:16)
“Mr. Boring’s” Method Actually Works. (6:12)
What Does It REALLY Look Like? (9:28)
How Do They Close The Inequality Gap? (12:04)
Allowing THIS To Work, Is Key. (17:05)
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.
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
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Apple Podcasts (US)
4.7 / 5
12 ratings
Spotify
5.0 / 5
3 ratings
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