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3 Financial Life Phases

3 Financial Life Phases

FromMake Your Money Matter


3 Financial Life Phases

FromMake Your Money Matter

ratings:
Length:
15 minutes
Released:
Jul 12, 2023
Format:
Podcast episode

Description

Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours  could help you plan much better. On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom. Listen now.  Show Highlights Include: Financial Planning Is Like The Changing Seasons. (2:10)  The Build And Grow Phase. (8:25)  The Transitional Phase. (9:45)  The Distribution And Deployment Phase. (11:57)  Always Plan For The Next Phase. (13:29)  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:
Jul 12, 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.