Episodes

  • 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.

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    Show Highlights Include:

    • This Has Happened 17 Times. (2:27)
    • Retirement Dates Are Chapter Transitions. (6:50)
    • The Butterfly Effect And Global Markets. (8:49)
    • Why Not Own Concentrated Positions? (12:51)
    • It’s Mundane, Yet So Important. (14:16)

    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

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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 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

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    20 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.

    Listen Now!

    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 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

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    20 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 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

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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 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

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    16 mins
  • 5 Money Habits To Avoid
    May 2 2024

    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. (4:55)
    • Habit 2: Waiting For The Wrong Reasons. (6:23)
    • Habit 3: Taking On Too Much Debt. (8:40)
    • Habit 4: Not Paying Attention. (11:38)
    • Habit 5: Not Understanding Limited Beliefs. (13:10)

    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

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    16 mins
  • LA Dodger, Shohei Ohtani's $7M Contract
    Apr 4 2024

    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 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

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    19 mins
  • Compound Interest, "The Grain Of Rice Fable"
    Mar 27 2024

    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!

    Listen Now!

    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 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

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    18 mins