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What's Your Why? Understanding Your Money

What's Your Why? Understanding Your Money

FromMake Your Money Matter


What's Your Why? Understanding Your Money

FromMake Your Money Matter

ratings:
Length:
19 minutes
Released:
Feb 18, 2022
Format:
Podcast episode

Description

Whenever you think of retirement, there’s a nagging question floating around in your head:  Will I have enough money for retirement? Or will I run out?  Nobody wants to run out of money and have to either leech off their family members or get a soul-sucking part-time job. But being ultra conservative with your money doesn’t always help.  In this episode, I reveal 2 key strategies that prevent you from bankrupting your portfolio in retirement. Listen now to enjoy your retirement years.   Show Highlights Include: 2 ways to figure out today if you’ll run out of money in retirement (even if retirement is decades away) (1:47)  Why following your passion is a recipe for burnout, depression, and an empty bank account (and how to prevent this by following your purpose instead) (5:41)  The weird “Financial Therapy” method for preventing yourself from running out of money in retirement (11:55)  The insidious “Kardashian Effect” trap that gnaws away at your bank account and portfolio with nothing to show for it (17:03)  How the “wealth whispers” mindset tweak makes you the wealthiest person in your neighborhood (17:26)  To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
Released:
Feb 18, 2022
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.