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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. Listen Now! Show Highlights Include: The Duck / Rabbit Picture. (1:43)  A Promising Or Struggling 2024 Economy? (3:59)  The Perception Of One, Voids The Other. (5:58)  We Must Look At The Whole Picture. (7:01)  Source: https://en.wikipedia.org/wiki/Rabbit%E2%80%93duck_illusion 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

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. Listen Now! Show Highlights Include: Age Is Just A Number. (1:40)  Looking Back To See Forward. (4:25)  Breaking Down A Legged Monster. (11:00)  Contribution, Prevention And Delegation. (14:59)  It’s Not Your Grandma’s Retirement Any More. (20:42) 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

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. Listen Now! 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 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

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?". Listen Now! 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 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

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! Listen now.  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 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

Where are you in your financial world? Are you looking to buy or sell? These have different pain points regarding current interest rates. However, making sure we take a global view as it relates to how those rates got here and where we are going, may be a great perspective. Today on the show, Brad discusses what the Federal Reserve should do in 2024 as it relates to the broader economy. Listen now.  Show Highlights Include: Neutral Or Natural Rates? (2:45)  It Is NOT Time To Claim Victory. (6:31)  Remember Mark To Market Accounting? (9:02)  Looking Behind The Curtain. (12:54)  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

It is easy to get caught up with current events going on around the world and even what is going on in the markets. With information at our fingertips, distractions are an every day occurrence… the same goes with our money. Today, Brad’s challenges us to think about and discover the purpose of our money as it relates to our investments, retirement and the goals we set out to achieve. Listen now.  Show Highlights Include: The Screwtape Letters. (1:34)  Stay In Your Lane. (4:10)  If You Quit Working Tomorrow. (7:12)  Like A Ride At Six Flags. (10:40)  Bold Prediction. (14:09) You Are Not Less Than. (18:11) 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

Has America been a more divided nation? Actually yes... But let us all remember to be gracious and kind to one another and most of all THANKFUL for what we have this Thanksgiving. Show Highlights Include: Division Is Nothing New. (:33)  Just Be Kind. (1:43)  The Autumn Harvest of 1621. (2:57)  The Cornerstone Of Society. (6:19)  The election Of 1960. (9:01) 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

We have all heard the phrase, “Nothing Is FREE”. But not all prices appear on labels… in particular the markets and volatility. On today’s show, Brad helps us better understand volatility, value and managing the long run when it comes to our money. Plus, he offers a FREE gift! Listen now.  Show Highlights Include: Diversification Matters When Things Are Over-Bought. (4:03)  When GE Sold For Scraps. (6:20)  Sit Back And Let Your Money Compound. (10:17)  The World Is Never That Nice To Us. (14:02)  Are You Planning On Living For Only 2 Years Of Retirement? (16:26) 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

Most people try to avoid any situation that is volatile because they generally involve risk. But when it come to investing, it could be misleading to believe volatility equates to risk. In today’s show, Brad discusses this topic of variability in a story driven way, plus educates all of us on how to filter the financial “noise” we hear every day. Listen now.  Show Highlights Include: Avoiding Risky Volatility. (2:06)  Your Time Horizon May Be Short. (4:47)  The Story Of “Mr. Market”. (6:38)  Don’t Become Part Of The Herd. (10:23)  There’s A Laundry List Of Risk. (11:39) 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

Did you know that 1 in 5 married couples say that finances is the greatest issue they face in their relationship? Money and finances can be a very uncomfortable topic for many couples, but there is hope. Today on the show, Brad shares 5 tips to becoming a successful financial couple. Listen now.  Show Highlights Include: Financial Incompatibility Is A Thing. (3:02)  More Often, One Is In The Dark. (6:10)  Prioritize Your Tomorrow. (7:37)  Embrace The Hard. (8:50)  Time Is Your Greatest Commodity. (10:46) 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

As we move into the 4th quarter of 2023 and take a look back on the year, the word “Volatility” stands out like a giant billboard sign. But what if volatility was not as bad as it is made out to be? On today’s show, Brad defines, measures and brings context to volatility, reminding us that today’s concerns are tomorrow’s past. Listen now.  Show Highlights Include: The Word, "Context". (2:18)  The Definition Of Volatility. (5:45)  Measuring Volatility. (7:07)  Not Good, Not Bad... It Just IS. (10:56)  Today's Concerns Are Tomorrow's Past. (13:09) 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