Episodes

  • Why Financial Advisors Seemingly Hate Cryptocurrencies
    May 19 2025

    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.

    On this week’s show, Brad breaks down the top four reasons most financial advisors avoid recommending these assets. From high volatility and elevated risk to unproven track records, he explains why many advisors choose not to manage or endorse them for their clients.

    Listen Now!

    Show Highlights Include:

    · Our Preconceived Notions (1:30)

    · High Volatility (9:00)

    · Lack of Regulation (10:00)

    · Unproven Track Record (10:30)

    · Advisors Concerns About Risky Assets (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.

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    15 mins
  • Is A Recession Coming And What Should I Be Looking For
    May 5 2025

    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.

    On this week’s show, Brad takes on a topic that a lot of us are worried about right now…recessions. With many pundits forecasting a recession hitting this year, he’s serving up the six indicators of a recession that you need to be watching out for. And as a bonus, giving you a couple benefits of recessions that prove there’s a silver lining to ever dark cloud.

    Show Highlights Include:

    • Fears Of A Recession On The Rise? (2:00)

    • Recession Stats (4:25)

    • 3 Primary Indicators Of A Recession (8:15)

    • 3 Secondary Indicators (11:15)

    • Recessions Aren’t Necessarily Bad (13:00)

    Listen Now!

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

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    19 mins
  • How To Manage The Emotional Ups and Downs Of Money
    Apr 28 2025

    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.

    On this week’s show, Brad reveals the emotional twists and turns of managing money — and empowers you with the strategies to take control and build the financial life you deserve. Listen Now!

    Show Highlights Include:

    • The Ups and Downs (2:00)
    • Side Effects of Financial Stress(6:00)
    • Talk To Someone (7:00)
    • Take Inventory and Make a Plan (9:30)
    • Manage Stress (15:00)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

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    20 mins
  • How To Protect Your Deferred Compensation Plan From A Market Crash
    Apr 21 2025

    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.

    On this week’s show, Brad addresses all the fear that’s spreading around volatility in the market and what investor’s fear most…a crash. We’re taking a look back at the history of crashes in this country to find out what we can learn from our past, and giving you tips on what you can do to protect your portfolio from a future crash.

    Listen Now!

    Show Highlights Include:

    • Crashes Can Be Scary (2:00)

    • 3 Phases Of A Crash (4:15)

    • This Is Nothing New (10:00)

    • What To Do…Nothing (12:00)

    • Protection through Diversity (15:30)

    • Know Your Risk Tolerance (19:00)

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

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    24 mins
  • Are You Investing In These 4 Assets That Money Can't Buy?
    Apr 14 2025

    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.

    On this week’s show, Brad talks about the four most valuable things that we can invest in outside of your portfolio…and SURPRISE...they’re not what you’re thinking! Where are you spending your time? Are you taking care of your health? Answers to these questions and more tips on building wealth, gaining health, and finding happiness.

    Listen Now!

    Show Highlights Include:

    · We’ve gone through this before (4:00)

    · Building a Solid Foundation (6:00)

    · Where is your time being spent? (8:00)

    · Health and our wealth (11:30)

    · Planning gives peace (15:00)

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

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    21 mins
  • Tariff Truths and How They're Affecting the Market
    Apr 7 2025

    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.

    On this week’s show, Brad tackles tariffs, unveiling a few truths that might be getting lost in all the bi-partisan back and forth. He also gives a little insight into how tariffs are affecting the market and how financial advisors can help you fund success within all the uncertainty.

    Listen Now!

    Show Highlights Include:

    • How Tariffs Are Used (4:00)
    • Different Kinds Of Tariffs (6:00)
    • Some Unexpected Effects (8:30)
    • Some Cons On The Horizon (11:00)
    • How Tariffs Relate To The Market (14:30)

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

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    22 mins
  • How Are Tariffs, DOGE And Volatile Markets Affecting My Finances?
    Mar 24 2025

    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.

    On this week’s show, Brad talks about a few hot topics that are dominating the new cycle right now. What’s going on with these tariffs? What the heck is DOGE doing? Why are the markets so volatile? All you need to know and more!

    Listen Now!

    Show Highlights Include:

    • The Tariffs Trump Wants (2:30)

    • Market Volatility Can Be An Opportunity (5:15)

    • An International Tug Of War (8:00)

    • Tariffs Are Nothing New (10:40)

    • What Is DOGE Doing? (14:00)

    • Some Tips To Weather The Storm (17:00)

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

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    21 mins
  • How To Build Wealth
    Feb 17 2025

    How To Build Wealth

    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.

    On this week’s show, Brad talks about the differences between being rich and being wealthy, and shares practical steps on how to build wealth.

    Listen Now!

    Show Highlights Include:

    • What’s the definition of wealth (1:30)
    • What is enough? (5:10)
    • Step 1 is simple (8:30)
    • Break glass in case of emergency (10:25)
    • The importance of taxes (13:15)

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

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    17 mins