Behavioral traits have a lot to do with the success and failure of managing our money. Today on the show, Brad shares 5 habits we should all stay away from, that could be keeping us “broke” or simply hindering us from reaching our financial goals.

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Show Highlights Include:

• Habit 1: Overspending. (4:35)
• Habit 2: Waiting For The Wrong Reasons. (6:03)
• Habit 3: Taking On Too Much Debt. (8:20)
• Habit 4: Not Paying Attention. (11:18)
• Habit 5: Not Understanding Limited Beliefs. (12:50)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Having the right team around you, matters... especially when it comes to our money. Today, Brad breaks down the 7 million dollar contract Shohei Ohtani signed with the LA Dodgers this off-season. The way it is structured will shock you… but there is much we can learn about planning for the future.

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Show Highlights Include:

• The Largest MLB Contract In History. (2:10)
• Age Is Only A Number. (4:55)
• It's Hard To Beat The Team Approach. (6:48)
• Taxes Are At The Top Of The List. (12:01)
• What Is Your Batting Average? (15:50)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Dating back to the 13th century, the "Grain of Rice" fable has long been told in order to teach the simple concept of compound interest.

Today, Brad shares this important tale and how it relates to the Rule of 72. You don't want to miss this tried and true investing tip!

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Show Highlights Include:

• The Grain Of Rice. (2:50)
• Seeing The Light. (7:27)
• Why You Should Think Long-Term. (9:05)
• Even If The Truth Hurts. (11:01)
• The Rule Of 72. (12:47)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Perception and interpretation are very different… and when it comes to the economy, these can get very convoluted. Those who are more optimistic may see a more promising year and those who are more pessimistic could be more skeptical.

On today’s show, Brad breaks down the famous and ambiguous illustration of the Duck and Rabbit, and how we should be looking at the economy as a broader picture.

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Show Highlights Include:

• The Duck / Rabbit Picture. (1:23)
• A Promising Or Struggling 2024 Economy? (3:41)
• The Perception Of One, Voids The Other. (5:35)
• We Must Look At The Whole Picture. (7:01)

Source: https://en.wikipedia.org/wiki/Rabbit%E2%80%93duck_illusion

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

Today, Brad discusses where we are versus where we have been when it comes to retirement, reminding us all that our age does not really matter.

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Show Highlights Include:

• Age Is Just A Number. (1:40)
• Looking Back To See Forward. (4:25)
• Breaking Down A Legged Monster. (10:41)
• Contribution, Prevention And Delegation. (14:39)
• It’s Not Your Grandma’s Retirement Any More. (20:22)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

With 2024 comes an election year, and a top concern for many of us will be the economy. However, the big question will be... “Will there be any clear answers to what is broken?”.

Today on the show, Brad paints a clear picture to what has happened over the course of a few years regarding government spending and reminds us to look in the mirror and put our own money in perspective.

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Show Highlights Include:

• Cats And Dogs. (1:15)
• A Spending Rundown. (3:25)
• Budget Battles. (6:32)
• Looking Into The Mirror. (9:46)
• It’s Going To Get Hot And Heavy. (12:20)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

With 2023 behind us, it is always good to reflect on the year we had but more importantly what lies ahead in 2024.

On the first show of the new year, Brad talks what the "experts" got right and what they got wrong in 2023... reminding us that no matter how this year turns out, we must ask ourselves, "Can my portfolio weather a storm?".

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Show Highlights Include:

• Tiger Woods Was Not A Winner. (1:42)
• Is Your House In Order? (6:04)
• Experiencing Bear Markets Gets Easier. (10:15)
• What Dominates Your 50,000 Thoughts? (12:44)
• Can Your Portfolio Weather A Storm In 2024? (13:56)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

We have all heard the true story of Christmas... The Savior, Mary and Joseph, the stable and wise men, but there is a different way to look at it.

Today on the show, Brad sheds light on the In Keeper who only had a stable for for Mary and Joseph. This new perspective may surprise you!

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Show Highlights Include:

• The Story Of Old. (1:38)
• An Abuse Of Power. (4:23)
• Love Conquers All. (6:25)
• A Great Reset. (8:10)
• Focus On The Good. (11:15)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.