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Protecting Your Portfolio Through The Storm

Protecting Your Portfolio Through The Storm

FromMake Your Money Matter


Protecting Your Portfolio Through The Storm

FromMake Your Money Matter

ratings:
Length:
25 minutes
Released:
Sep 28, 2022
Format:
Podcast episode

Description

It feels like there is an economic challenge around every corner this year. With inflation, supply chain issues, conflict around the world and much more, many people are not sure what to do to protect their financial portfolios. This week, Brad provides helpful tips to protect your nest egg whether you are still working or nearing retirement. Listen now.  Show Highlights Include: The Good News (1:45)  We Have Been SPOILED (3:43)  The Stress Test  (5:52)  Maximize Your Savings (10:50)  Fixed Expenses (13:53)  Life Just Happens (18:27)  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. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Sep 28, 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.