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

If your retirement dreams involve sipping margaritas on a beach, not clipping coupons in your basement bunker, then listen up—because nothing says “plot twist” like a stock market crash turning your 401(k) into a 201(k). One minute you’re picking out beachfront condos on Zillow, the next you’re Googling “how to live off ramen and government cheese.” But fear not!

On this episode, we dive into the history of stock market crashes and uncover three tips that will help protect your retirement to make sure your nest egg doesn’t get scrambled.

Show Highlights Include:

• Brief History Of US Crashes (5:00)

• Diversification (8:00)

• Dollar-Cost Averaging (9:30)

• Convo With The President (10:45)

• What Are You Actually Afraid Of? (20:00)

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.

So, maybe you just inherited a million dollars, or you hit the lottery…either way—congrats! You're now officially rich enough to make terrible financial decisions in style. Before you go full yacht-shopping, start tipping baristas in gold doubloons, or invest in your cousin’s “guaranteed” llama-themed NFT startup, take a breath and pay attention.

On this episode, we talk about how to keep that cash from disappearing faster than your relatives when it was your turn to pick up the dinner tab—and maybe even grow it into more millions (yes, plural).

Show Highlights Include:

• Inheritances by the numbers (1:45)

• Paying off your debt (5:15)

• Invest it (6:45)

• Treat Yourself (10:30)

• Understanding the taxes (12:30)

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.

Let’s face it—most of us have, at some point, looked at our bank account and thought, “Well, that can’t be right.” Managing money can feel like trying to solve a Rubik’s Cube blindfolded, while riding a unicycle... on fire. Enter the financial advisor: part money whisperer, part life coach, part magician (hopefully without the disappearing act). But with countless apps, YouTube gurus, and your cousin Dave who “knows a guy,” do you really need to pay someone to tell you not to buy that fourth air fryer?

On this episode, we’ll break down whether hiring a financial advisor is a smart investment—or just another line item in your budget to stress about.

Show Highlights Include:

• Do It Yourself On The Rise (3:30)

• The Financial Advisor’s Advisor (5:30)

• Portfolio Management (7:15)

• Behavior Coaching (8:35)

• Advanced Planning(10:00)

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