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.

This week on the show, Brad dives into the Stock Market — what it is, how it works, and what you need to know, whether you're actively investing or just starting to explore. He breaks down key financial concepts to help you build a strong foundation and, hopefully, walk away with some fresh insights.

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Show Highlights Include:

· What Is A Stock? (7:30)

· Stock Owners (8:45)

· Profiting Off of Stocks (11:45)

· Risk vs. Reward (14:00)

· So, What Is The Stock Market? (17:30)

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

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 dives into the five essential types of savings accounts that everyone should have on their radar. He’s not just giving you the basics—he’s breaking down when to use each one, what they’re best for, and how they can power your path to smarter saving and bigger financial wins.

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Show Highlights Include:

· Traditional Savings (5:30)

· High Yield Account (6:30)

· Money Market Account (7:00)

· CD Accounts (8:30)

· Heath Savings Accounts (12:00)

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

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.

In this week’s episode, Brad unpacks the groundbreaking impact of the Big Beautiful Bill that was just passed. He breaks down what this sweeping legislation means for Americans, with a focus on how it could reshape financial planning, taxation, and long-term wealth strategies. With over 20 years of experience guiding clients through legislative shifts, Brad offers a clear, practical perspective on how to navigate the changes—and seize the opportunities—that come with this bold new law.

Show Highlights Include:

• The Extension of the Tax Cuts (3:00)
• Tips and Overtime (4:30)
• S.A.L.T. (6:00)
• National Debt (8:00)
• What You Should Be Doing (9:30)

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

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 dives into the digital depths of the dark web to face off against cyber-hackers trying to scam you out of your hard-earned cash. With a couple keystrokes they can empty retirement accounts and ensure you spend your golden years in the poor house. Don’t worry, though — you don’t need to suit up in turnout gear and a bulletproof vest to protect your finances. We’ve got 6 essential tips to keep your retirement accounts safe from digital disasters, shady scammers, and heartless hackers.

Show Highlights Include:

• Scammed Out Of Billions! (1:45)

• Having Someone On Your Side (2:45)

• Scam Red Flags (5:00)

• Brute Force Attacks (6:50)

• Monitor Activity Regularly (8:50)

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

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.

In this week’s episode, Brad delves into the vital topic of teaching children about financial responsibility. He emphasizes why starting early can have a lasting impact on their future and outlines practical approaches that parents can implement at different stages of a child’s development. Drawing on over two decades of experience advising clients—and lessons learned from raising his own children—Brad offers real-world strategies to help families build a strong financial foundation for the next generation.

Show Highlights Include:

• Start Slow But Start Early (6:30)
• Be Honest (8:30)
• Values Not Figures (10:30)
• Family Goals (13:30)
• Do It Together (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.

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 dives into the world of AI—how it’s transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it’s not in your corner the way an advisor is. Brad explains why that still matters when it comes to managing your portfolio.

Show Highlights Include:

• Numbers vs. Nuance (2:30)
• Data vs. Context (3:30)
• Behavior Beats Brilliance (4:30)
• Planning Is Personal (6:00)
• Tools vs. Trust (7:30)

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

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 six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success.

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Show Highlights Include:

· Asking About You (5:00)

· What Do You Have? And Why? (7:00)

· How Will You Use It? (11:00)

· When Will You Use It? (15:00)

· How Much? (18:00)

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

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.

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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.