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A Money Conversation With My 93 Year Old Grandfather

A Money Conversation With My 93 Year Old Grandfather

FromMake Your Money Matter


A Money Conversation With My 93 Year Old Grandfather

FromMake Your Money Matter

ratings:
Length:
24 minutes
Released:
May 17, 2023
Format:
Podcast episode

Description

Within the next couple of decades, the largest transfer of wealth will occur in generational history. What we can glean from those born between the 1920's and 1960's is immeasurable. In today's show, Brad shares his very vulnerable conversation he recently had with his 93 year old grandfather and what we can all learn about money from those who came before us. Listen now.  Show Highlights Include: The Difference In Having Money At 18 Versus 93. (3:56)  When Money Goes From A Stressor To A Comfort. (8:02)  What Brad's Grandfather Would Say To A Young Person Today.  (11.50)  The Largest Wealth Transfer In History. (15:06)  3 Things My Grandfather Wants You To Remember. (19:15)  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
Released:
May 17, 2023
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.