Show cover of Make Your Money Matter

Make Your Money Matter

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 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.

Tracks

Protecting Your Portfolio Through The Storm
It feels like there is an economic challenge around every corner this year. With inflation, supply chain issues, conflict around the world and much more, many people are not sure what to do to protect their financial portfolios. This week, Brad provides helpful tips to protect your nest egg whether you are still working or nearing retirement. Listen now.  Show Highlights Include: The Good News (1:45)  We Have Been SPOILED (3:43)  The Stress Test  (5:52)  Maximize Your Savings (10:50)  Fixed Expenses (13:53)  Life Just Happens (18:27)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
25:05 09/28/2022
All About ROTH IRA's and TAXES
We have all heard the word ROTH thrown around in the world of finances but what is it? Where did it come from and how do we use it? In today's show, Brad takes a deep dive into ROTH IRA's and explains how it relates to taxes and how we can use ROTH's as a part of our financial portfolios. Listen now.  Show Highlights Include: How You Own It (1:25)  The 16th Amendment (3:01)  Tax Rates Do Not Matter  (7:02)  Sen. William Roth (11:24)  The 2 C's (14:28)  Question Of The Day (19:38 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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
23:40 09/21/2022
What Rob Gronkowski Can Teach Us About Saving Money
Four-time, NFL Super Bowl champion, Rob Gronkowski will most likely become a first ballot hall of fame recipient. However, beyond the titles, records and prestige, the "Gronk" did something unprecedented with his money... He never spent a dime of his NFL earnings. In this episode, Brad shares what lessons we can all learn from the Gronk, when it comes to SAVING MONEY.  Listen now.  Show Highlights Include: Big Spenders Live For The Now (1:52)  K.I.S.S. (7:07)  Your Tomorrow Self  (11:42)  Retirement Projections (16:33)  Keeping The Destination In Mind (20:27)   SOURCE: https://www.kiplinger.com/retirement/... 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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
28:49 09/14/2022
The Inflation Reduction Act
With many political moves coming out of D.C, there has come an abundance of skepticism as it relates to the Inflation Reduction Act. However, we should do our best to stay positive. In this week's episode, Brad gives us the good, bad and ugly as we navigate through these uncertain times. Listen now.  Show Highlights Include: It Could Be Worse. (2:26)  Inflation Reduction Act Means: TAX HIKES (4:25)  The Ugly Side. (7:41) Revenue Projections (10:29)  The American Spirit. (13:58)  Question Of The Day. (18:02)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
21:56 09/07/2022
Staying The Investment COURSE During Volatile Times
As we have all experienced, 2022 has been a whirlwind of volatility as it relates to our money and investments. So the question becomes: Should I keep investing during these uncertain times? In this week's episode, Brad answers this question and takes us through a few key measures in order to keep all of us focused and disciplined on staying the course. Listen now.  Show Highlights Include: Tying And Lacing (3:05)  Know Your Income Score(5:59)  Understanding Investment Timeframes (9:24)  Filling Your Buckets (14:42)  What Is Good Diversification? (21:12)  To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
26:25 08/31/2022
Financial PLAYBOOK 2022
It is always a good thing to look back at where we have come, but even better to look where we are going. 2022 has been a whirlwind when it has come to market volatility but not all is negative. In this week's episode, Brad discusses the One Capital Management Playbook he and other advisors have put together in order to inform and educate all of us about what has happened financially this year and where we are headed going into 2023. Listen now.  Show Highlights Include: Behavior of Capital Markets. (3:21)  Bonds Are Not Sexy, But Know This! (6:31)   Flashing Signals of a Recession. (13:43)  What Is SAHM? (16:25)   Staying True, Rewards You. (21:06)  To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
25:57 08/24/2022
The Money MYTHS We Tell Ourselves
There are some very specific money myths or albeit, lies that many of us tell ourselves when it comes to finances. These myths in fact, could damage our approach when it comes to saving, investing and retirement. In today's episode, Brad exposes these 6 money myths and encourages each one of us to be honest with ourselves to find out which ones WE believe and how to stop believing them, so we can make the most of our money. Listen now.  Show Highlights Include: The Stork Theory. (6:02)  I Deserve It. (8:38)  The Coffee Buzz. (11:21)  I Will Save More Later.. (14:31)  Be Kind To Your Tomorrow Selves. (16:50)  Wanting More Is Bad. (18:55)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
26:56 08/17/2022
Are We In A RECESSION?
Depending on where you get your information, some say we are in a recession and some say we aren't. However, at the end of the day, does it really matter? Today, Brad describes how the experts determine whether we are in a recession or not and how there's more than just one indicator to measure it. Listen now. Show Highlights Include: Does it really matter? (1:37)  More than just one indicator. (4:32)  REAL consumption grew  (7:20)  The concept of growth. (10:46)  Remember the two D's. (15:11)  Can they redefine recession? (19:09)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
25:31 08/10/2022
Mortgages And Should YOU Buy A HOME?
Buying a home is a big decision. Today, Brad answers 3 key questions to help you decide whether buying a house is RIGHT for you: How much house can you afford? How much monthly income should go toward your home?...and Should you care about interest rates? The answers may surprise you! Listen now! Show Highlights Include: Mortgage Origin Story (3:15)  50 / 30 / 20 Rule (6:35)  What About Interest Rates?  (11:06)  Your Bottom Line. (14:22)  Savings & Loan Discussion (16:38)  Question Of The Day (22:00)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
27:22 08/03/2022
INFLATION And The Baby Formula SHORTAGE
Inflation is front and center of discussion right now in America and around the world. But how has it affected the supply chain and in particular, baby formula?  In this week's episode, Brad looks back at the cause of the baby formula shortage and how the federal reserves response to rising inflation has impacted all of us. Listen now.  Show Highlights Include: Inflategate (1:34)  An Oral History Of Baby Formula (3:08)  How Did We get Here?  (7:02)  Rising Inflation. (10:56)  Cold Hard Cash(18:44)  Inflation And The Supply Chain Link (21:22)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
24:18 07/27/2022
7 WAYS To Reduce Financial STRESS
Many Americans struggle with STRESS in general but 73% struggle with stress as it relates to their finances. Today, Brad shares 7 ways we can reduce our stress and helps to identify whether or not we are causing some of the financial stress due to our own money moves. Listen now.  Show Highlights Include: The Dutch Hunger Winter (2:30)  The Data Do'n't Lie (6:32)  Netflix and Too Many Choices.  (10:33)  The Mind Map. (12:05)  The Magnificent 7. (13:38)  What Money Problem Are YOU Causing?. (20:25)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
23:43 07/20/2022
What YOU Should Do During Market DOWNTURNS
Market downturns and volatility are hot topics in our current climate. Anywhere you turn, someone is talking about it. But sometimes, listening to the "noise" out there can cause us to be fearful. In this episode, Brad discusses how we can adjust our outlook during market volatility by focusing on the rational mind instead of the emotional mind. Listen now.  Show Highlights Include: Pulling teeth (1:48)  Defining RISK (6:10)  A 40 Year Reality Checklist.  (9:50)  Allocation Review(14:10)  Dealing With Uncertainty In The Current Climate. (16:23)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
20:35 07/13/2022
5 Things About Money You NEVER Learned In School
Schools never taught us the fundamentals of money. Not knowing some key areas about money could deter you from becoming wealthy. In this episode, you’ll discover the 5 things around money you may have never learned. Once you understand how money works, becoming wealthy is just a matter of time. Listen now.  Show Highlights Include: The 8th Wonder of the World. (3:30)  The Non Tangible Item. (6:21)  Defining Bonds.  (12:14)  The 4 Letter word That Starts With "D". (16:17)  Where Can I Invest? (21:06)  Is Money Evil? (24:38)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
28:58 07/06/2022
What is REALLY Going On In The MARKET?
There has been a lot of information over the past few weeks about volatility in the markets and how political figures have been addressing economic issues.  In this episode, Brad breaks down the data points you will not hear in the mainstream media and suggests strategies to help keep you disciplined as it relates to your money and investing. Listen now.  Show Highlights Include: You Lose, I Win! (2:02)  Hurricane On The way? (6:12)  Breaking Down The Employment Report.  (8:20)  Who Takes The Credit? (12:24)  High Risk, High Reward. (19:16) The Short Answer Is YES. (22:42) 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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
27:29 06/29/2022
How much should I RECEIVE from my INVESTMENTS?
The story of Atlantis can teach us all a valuable lesson on growth and sustainability when it comes to our money. In this episode, Brad discusses what we should be focusing on when it comes to our investments and how much we should expect to receive from them. Listen now.  Show Highlights Include: A song by Donovan. (:44)  What you do not know about Atlantis. (2:03)  The other side of growth.  (5:05)  The younger brother of rate of return. (9:25)  Three variables of withdrawal rate. (14:27)  Mental mistakes we make. (20:20)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
25:00 06/22/2022
How Much Should You Contribute To Your RETIREMENT?
When it comes to retirement, one of the most common questions asked is "How much should I be contributing to my retirement?" The answer is not so cut and dry but may come by way of ripple effects and just keeping it simple. In this episode, Brad helps us discover the best practices when it comes to contributing to your retirement. Listen now.  Show Highlights Include: All about ripple effects (1:24)  Contributions rule of thumb (6:03)  Growthy stock is a word.  (9:58)  Don't turn down FREE money. (12:48)  Concrete ideas that could work. (16:24)  Rolling over your balance (19:22)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
23:17 06/15/2022
The Diderot Effect
We can all learn a valuable lesson from the life of Denis Diderot. Understanding the coined term, "Diderot Effect" and how it relates to our financial habits could give us insight on how to manage our debt. Today, Brad defines GOOD debt versus BAD debt and provides strategies on how to tackle yours. Listen now.  Show Highlights Include: Who was Denis Diderot? (1:23)  Defining the GOOD and the BAD. (5:34)  These stats may surprise you!  (8:36)  Have a game plan. (12:06)  Get to the root. (18:20)  Pay off debt or Invest? (21:14)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
24:55 06/08/2022
AVOID These 6 Investing Mistakes
The quest for perfection is really the enemy of progress. And this is especially true in the world of personal finance. Today, Brad talks about avoiding 6 investor snags and how we could have less frustration and increase our happiness when it comes to our money, our growth and the investing around it. Listen now.  Show Highlights Include: It's never the RIGHT time (3:36)  No... Unicorns do not exist (5:02)  Discount stock coupons.  (6:17)  The perfect portfolio (9:30)  Investing when my circumstances change (14:18)  Investing when life gets comfortable(17:23)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
25:30 06/01/2022
3 Things EVERY Portfolio Should Have
When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry. In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio. Listen now.  Show Highlights Include: What growth should look like. (1:32)  The younger brother of "rate of return" (4:00)  Grandpa says, make your money on the buy.  (6: 21)  Standing the test of time. (9:47)  When something goes down, something else goes up (13:25)  Question of the day. (14:10)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
18:29 05/25/2022
Is Now The RIGHT TIME To Invest?
Due to recent volatility in the market and rising inflation, many people are wondering if it is a good time to invest. In this episode, Brad breaks down risk tolerance, dollar cost averaging and yes, PESSIMISM... to help you answer the question: Is it a good time to invest?  Listen now.  Show Highlights Include: The answer of "No". (2:05)  Is the juice worth the squeeze? (5:23)  Now may be a good time. The answer of "Yes".  (9:40)  What is dollar cost averaging? (10:55)  Markets don't always go up. Shocker! (16:50)  Pessimism is good!. (19:21)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
24:12 05/18/2022
How To Deal With Financial UNCERTAINTY
Sure, life has many uncertainties. But, one of the most common is financial uncertainty. In today's show, Brad discusses how we can wind up in cycles and how our emotions can dictate life destroying decisions when it comes to our finances. However, with a clearly defined plan and some discipline, there is light at the end of the tunnel. Listen now.  Show Highlights Include: What is the common denominator? (3:43)  What's happening, what they say and what happens next? (4:40)  This is what a good advisor will do. (6:01) What is the golden truth?.  (11:49)  Most people automate (16:15)  Your worst enemy, is likely you.. (18:43)   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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
21:55 05/11/2022
Why YOU Need a Financial ADVISOR
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 https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
27:25 05/04/2022
Why PLANNING is so Important
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 https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show  
27:08 04/27/2022
A Tale as Old as Time... Timeless Investing Strategies
After a soaring bull market since The Great Recession, the investing world stopped dead in March 2020. It rebounded quickly, but we’re heading towards more market volatility than we had in the past decade.  A volatile market doesn't have to mean watching all your investments go down the drain. But it is a time to make sure your strategy has proven, timeless investing strategies.  Not only do these strategies protect your wealth, but they can also grow it.  In this episode, you’ll discover the 10 timeless investment strategies and how they help you thrive during any market.  Listen now.  Show Highlights Include: How looking like a drug dealer when making large purchases keeps your portfolio healthy and growing (5:51)  Why Dave Ramsey is dead wrong about debt (and 3 filters to use it to become wealthier) (7:19)  The “Time Horizon” technique which transforms market volatility anxiety into excitement and unfair returns (8:37)  The boring, yet powerful reason why the 401k is the largest liquid retirement account for Americans (and how to duplicate this with other accounts) (10:19)  The sneaky “Rebalancing” trick for making more money in your portfolio with minimal effort and capital (11:50)  The “Conversative Bonds Cushion” which shrinks your risk during turbulent markets to almost zero (14:09)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
21:28 04/22/2022
Fighting Fear in Investing
Fear and anxiety around investing can wreck your portfolio and sabotage your golden years before they even begin.  Either your fear causes you to take uncalculated and unnecessary risks. Or it makes you as conservative as sticking your money in a savings account.  That’s the bad news.  The good news?  Calming your fears is easier than you think.  In this episode you’ll discover the 3 types of fears which cripple your wealth and 5 simple ways to overcome them.  Listen now and protect your wealth before it’s too late. Show Highlights Include: The weird way remembering cherished memories helps you make smarter, more profitable investments (5:09)  The 3 deadly fears which will wipe out your portfolio if left unchecked (5:43)  How “faking it until you make it” with your finances leads to a wealthier retirement (12:07)  Why buying groceries for your neighbor can shrink your financial anxiety (even if it seems like it will make it worse) (14:41)  The 5 “Fear Killers” for preventing your fears from eating your wealth (21:10)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
22:09 04/15/2022
How You Know Its Time To Retire
Do you know how to figure out when you should retire?  Retiring too early can deplete your money during your golden years and force you back into a job. And retiring too late can steal the best years of your life from your grasp.  Since retirees want to avoid both of these scenarios, wondering when it’s time to retire is the most commonly asked question I get.  In this episode, you’ll discover three things you must do to determine the exact time you should retire. Don’t worry, it’s easier than you think.  Listen now.  Show Highlights Include: The weird psychological quirk that can delay your retirement by 5 years (or more) (2:34)  How to prevent running out of money in retirement (even if you retire sooner than most people) (6:17)  Why Googling retirement investment advice can plummet your portfolio (even if you find some big winners) (6:45)  The simple “1-2-3 Punch” method for figuring out the perfect time to retire (9:52)  The “4-5% Rule” for making your assets outlast you (13:00)  Why dynamic retirement plans wipe out your anxiety about running out of money during your golden years (even if inflation skyrockets) (16:28)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
19:53 04/08/2022
Why Integration Matters
Most financial advisors don’t integrate your entire retirement plan. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning.  But most financial advisors don’t cover all these different plans.  Why?  The barrier to entry as a financial advisor is low, so many aren’t worth their salt. But some advisors are more insidious — they serve their business before your retirement plan.  In this episode, you’ll discover 3 ways to choose a financial advisor that will work for your interests instead of theirs. And why integrated all these plans best protects (and grows) your wealth during retirement.  Listen now.  Show Highlights Include: The “Integration Secret” for retirement which prevents you from searching for a job during your golden years (1:25)  The innocent way your CPA steals your retirement wealth (1:54)  3 things your financial advisor must have or else they’ll squander your wealth (5:22)  The “Bracket Game” which minimizes your tax burden during retirement (and why your accountant never mentioned it to you) (14:10)  The almost too-simple filter for finding a financial advisor who works for your best interest instead of theirs (17:00)   To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
19:01 03/25/2022
Perspective - Ukraine/Russia Conflict
Many Americans worry about what the Ukraine/Russia conflict means for their portfolio. While some think this is selfish, it’s not. The more financially stable you are, the more you can support causes you believe in.  Here’s why I bring it up: Despite the Ukraine/Russia conflict causing volatility in some commodities, especially oil, there are reasons to be optimistic about the market.  In this episode, you’ll discover why the global economy is in better shape than the media portrays. And the best way to protect your wealth through this uncertain time.  Listen now.  Show Highlights Include: 3 economic realities which whip away your financial worries about the Ukraine/Russia conflict (5:50)  Why prices should moderate and become less volatile over the next few weeks (6:43)  How fear drives both massive green days and vast red days in the market (and how to best protect your wealth) (9:59)  The “Double D” approach to investing which all but guarantees you’ll win out in the market (11:56)  Why the global economy is like a car with chipped paint, a cracked windshield, and an engine in mint condition (15:31)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
18:02 03/18/2022
5 Questions Around Money Everyone Should Know
Most people don’t know the fundamentals of money. Schools never taught us it. And not knowing some fundamental questions about money gives you a lottery winner's chances of becoming wealthy.  But here’s the thing: Once you understand how money works, becoming wealthy is just a matter of time.  In this episode, you’ll discover the 5 questions around money that will help you become richer than most people dream of. Listen to the episode now and guarantee you’ll become wealthy in your life.  Show Highlights Include: The counterintuitive reason why the Russia-Ukraine conflict can actually make gas cheaper (4:04)  Why Biden’s tax and spending bill is now less likely to eat your wallet (5:10)  The only 3 things you need to know about money to become wealthy (8:55)  How real estate protects inflation from devouring your money (13:53)  Why the “Father of Investing” says your biggest investment enemy is your mirror (14:52)   The quiet, unsexy factor which runs the entire market (and why nobody else knows this) (16:24)  How you can actually save money on your loans (17:35)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
24:36 03/11/2022
Russia. Inflation. Interest Rates - Managing Risk in 2022
In the past week, Russia invaded Ukraine and sent financial markets in a tizzy. Anxious investors scurried to sell off their portfolios before the market tanked.  But is that the best strategy?  Probably not. In fact, selling during these market corrections—especially during “Black Swan” events like what’s happening in Ukraine—can ruin your returns.  In this episode, you’ll discover 6 ways to manage your risk in 2022 regardless of what happens in the market.  Listen now and grow your portfolio so you can retire on time.   Show Highlights Include: The “Black Swan” phenomenon happening right now in Ukraine (and how to protect your nest egg during “Black Swan” events) (1:46)  Why getting out of the market at the first scent of volatility is a surefire way to go broke (5:01)  6 reasons why staying invested during market turmoil makes you wealthier (6:02)  The counterintuitive way selling during a market correction can ruin your returns (8:35)  How to leverage market volatility for superhuman gains (14:44)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
21:35 03/04/2022