Many of us are working hard to achieve financial freedom, and hopefully enough wealth so that we can take care of our families for the rest of our lives. And for those that achieve this goal there is a desire to pass that wealth down to bless our children and our children's children. But statistics show that generational wealth is extremely hard to hold on to through multiple generations. So, how do some of the riches families in American history do it?

On this episode we're trying to answer that question, using John D. Rockefeller as a case study. His wealth didn't just make him rich, it kept his family rich over multiple generations. Watch to find out what you can take from his playbook to keep wealth working for your family long after you're gone.

Show Highlights Include:

• Why wealth is lost over generations (2:00)

• Giving Is An Important Part Of Generational Wealth (7:00)

• Step One Is Setting Up The Right Trust (9:30)

• Passing On Values, Not Just Money (13:30)

• Leave A Statement Of Purpose (15:00)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

If you've tried to follow the real estate market lately, you may have noticed it feels a bit like a game of musical chairs—except the music is mortgage rates, the chairs cost six figures, and everyone is pretending they're totally calm about it. But the fact we all need somewhere to live and it's one of the best ways to invest your money…when done wisely.

That's why we're talking about how to navigate the real estate market this year. So, whether you're looking to buy, sell, or invest without losing your sanity (or your savings), we're going through some smart strategies and pro tips for sellers and buyers in 2026.

Show Highlights Include:

• understanding the context of rates (2:15)

• what current stats say about the housing market (5:00)

• pricing house right is the most important thing (7:30)

• the three best cities to buy a house (13:45)

• Busting the myth of high interest rates (17:15)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Every year, millions of people collectively throw massive amounts of cash at odds that are about as predictable as a hyperactive 5-year-old on espresso. But what if, instead of trying to outguess the refs, you took that same money and plunked it into a long-term investment? You might not get the thrill of watching your team pull off a miracle in the final minute, but your bank account might throw you a victory party.

On this episode, we're driving into the world of sports better and talking about how much we really spend on sports betting, the odds of winning, and why your future self might thank you for choosing compound interest over "just one more bet."

Show Highlights Include:

• What It Looks Like To Invest Over Betting (4:00)

• You Don't Need To Be Wealthy To Own Stock (6:45)

• The Perceived Skill In Sports Betting (8:15)

• Gambling Is Not A Good Side Hustle (11:55)

• Chasing The Last Win Can Be Dangerous (18:00)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces subscribe to our YouTube Channel here: Mindset with Brad Barrett