Episodes

  • Failure and Investing: A Love Story
    Jan 27 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.

    Today, Brad discusses having a balanced approach to your investing life and the value of failure.

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    Show Highlights Include:

    • We look like our habits. (1:47)
    • Don’t be afraid to shoot your shot. (4:45)
    • Talk about your failures. (7:45)
    • Our growing government. (11:35)
    • The 60/40 investment rule. (13:08)

    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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    20 mins
  • Social Security Fairness Act and 2025 Predictions
    Jan 20 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.

    Today, Brad discusses what to know about the newly passed Social Security Fairness Act, and takes a look at what Wall Street is predicting for 2025.

    Listen Now!

    Show Highlights Include:

    • The Social Security Fairness Act (1:45)
    • Managing 2025 Predictions (6:00)
    • What Wall Street Is Saying (7:30)
    • Understanding the S&P 500 (9:45)
    • Importance of Diversifying (11:00)

    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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    16 mins
  • 2024 Presidential Election and The Market's Reaction
    Jan 13 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.

    Today, Brad takes a deep dive into American politics to find out if presidential elections affect the stock market.

    Listen Now!

    Show Highlights Include:

    • Update on Show Delays. (:40)
    • A look at 2000 election. (5:30)
    • Y2K got Weird. (8:00)
    • 2020 elections during a pandemic. (11:30)
    • Seeing volatility during elections. (18:30)

    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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    21 mins
  • Weathering Stock Market Volatility
    Aug 5 2024

    With recent volatility in the market, it is easy to panic. However, what may look one way, could mean opportunity!

    On today's show, Brad addresses our concerns as it pertains to current market shifts, reminding us all that this is not uncharted territory and to just stay the course.

    Listen Now!

    Show Highlights Include:

    • This Has Happened 17 Times. (2:17)
    • Retirement Dates Are Chapter Transitions. (6:40)
    • The Butterfly Effect And Global Markets. (8:40)
    • Why Not Own Concentrated Positions? (12:39)
    • It’s Mundane, Yet So Important. (14:05)

    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
  • Replacing Taxes With Tariffs
    Jun 19 2024

    Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen.

    Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight.

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    Show Highlights Include:

    • Is It ALL It Is? (1:37)
    • Battleship In A Bathtub. (6:21)
    • Trying Again And Again, Until It Works. (8:03)
    • History Of Tariffs And Taxes. (10:36)
    • When There’s No Pain To You, It Doesn’t Matter. (13:08)

    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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    18 mins
  • Do Presidential Elections Affect The Stock Market?
    Jun 13 2024

    Ready or not, we have an election coming up this November and many of us are bracing to see how the market responds. But do elections REALLY have an affect on the stock market?

    Today, Brad takes us through a 100 year timeline on election data and how it coincides with the U.S. market. The results may surprise you.

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    Show Highlights Include:

    • The Stage Is Set. (2:16)
    • “Mr. Boring’s” Method Actually Works. (6:12)
    • What Does It REALLY Look Like? (9:28)
    • How Do They Close The Inequality Gap? (12:04)
    • Allowing THIS To Work, Is Key. (17:05)

    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
  • Waiting On The FED & Interest Rate Rumors
    Jun 6 2024

    If you have been following news pundits on the subject of inflation, you might be scratching your head, but also becoming a little impatient… for good reason.

    Today, Brad walks us through discussions in the media regarding inflation and interest rates. And with so many rumors and opinions, it is hard to find the real story. We have you covered!

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    Show Highlights Include:

    • Right Money, Wrong Denomination. (3:31)
    • Moving From Scarce Reserve, To Abundant Model. (5:28)
    • Super Core Inflation. (9:03)
    • Less Wrong More Often. (11:04)
    • Don’t Be Sold A Bill Of Goods. (13:32)

    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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    16 mins
  • Ensuring Your Money Lasts!
    May 31 2024

    Would it surprise you that the global population over the age of 65 is expected to double from 10% to 20% by the year 2060? This increase in longevity concerns MANY people, as it pertains to their retirement.

    On today’s show, Brad takes us through 3 ways all of us can address the question of, “Will I have enough money in retirement?”

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    Show Highlights Include:

    • A Great Achievement, But Greater Risk? (2:24)
    • The Most Important Thing. (5:26)
    • Only 1/2 Of The Story. (8:39)
    • A Road Traveled Before. (12:15)
    • Enjoyment… The Goal Of Everyone. (14:28)

    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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    16 mins