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Conteúdo fornecido por Brad Barrett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Brad Barrett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
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The Value Of An Advisor During Market Turmoil

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Conteúdo fornecido por Brad Barrett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Brad Barrett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil.

Listen now.

Show Highlights Include:

  • A Vanguard Study (3:47)
  • Pillar 1 - Portfolio Construction. (5:22)
  • Pillar 2 - Wealth Management.(7:24)
  • Pillar 3 - Behavioral Coaching. (8:48)
  • Worry And Concern Are Not The Same. (12:12)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

100 episódios

Artwork
iconCompartilhar
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 06, 2025 17:10 (18d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 358628032 series 2903265
Conteúdo fornecido por Brad Barrett. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Brad Barrett ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil.

Listen now.

Show Highlights Include:

  • A Vanguard Study (3:47)
  • Pillar 1 - Portfolio Construction. (5:22)
  • Pillar 2 - Wealth Management.(7:24)
  • Pillar 3 - Behavioral Coaching. (8:48)
  • Worry And Concern Are Not The Same. (12:12)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

100 episódios

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