Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270
Informed Decisions Independent Financial Planning & Money Podcast
English - August 22, 2023 10:04 - 1 hour - 78.2 MB - ★★★★★ - 3 ratingsInvesting Business Education pension psychology savings budgeting entertainment investing personalfinance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this week's podcast, Paddy has a fantastic chat with Brad Barret the MD of a $5Bn planning firm.
Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs.
In addition, he oversees the firm's Retirement and Corporate Services practice. His firm manages nearly $5 Billion dollars for thousands of families across the United States and abroad.
Brad is the author of, Retire Right: Secure the Right Path to Your Retirement - here is the link to his book on Amazon, and here is a link to his website.
He is also the host of two podcasts, Make Your Money Matter and Pension Attention.
Make Your Money Matter with Brad Barrett
Key topics include:
Favourite part of being a financial advisor Stork theory Personalising the approach for each client Making your money matter Approaching givingI hope you find it helpful!
The Psychology of Money: Timeless lessons on wealth, greed, and happiness