Looking for the best financial advisor is more complicated than you think. And you’re going to have a lifelong relationship with them, you need someone who is about more than the numbers.
Having a plan that never runs out of cash starts with an advisor who knows how to best serve you.… READ MORE
To avoid running out of money in retirement, you have to be realistic about how much you save and spend. And if you aren’t realistic with your money, the entire plan could fall apart.
Retirement is about knowing how much you need, not how much you make right now.… READ MORE
Not knowing how much money to contribute to retirement seems like a small problem, but has the potential to damage your finances for a lifetime. And you don’t want to be stuck in your retirement years counting pennies and avoiding vacations.… READ MORE
Everyone has debt, but no one likes to talk about it. And you might feel so overwhelmed by the idea of organizing finances that you ignore them altogether…which makes your stack of bills taller and more unbearable.… READ MORE
You might be thinking you don’t have enough money to invest in the stock market. Maybe you believe it’s “not the right time.” But here’s the secret – there’s never a perfect time.… READ MORE
Having a financial portfolio can grow and protect your wealth for generations to come…but designing one with the least amount of risk is where most people fail.
Having a portfolio in and of itself is not going to protect your money.… READ MORE
There is one thing that can helps you weatherany storm in life – and that’s a financial plan.
While it’s normal to worry about when things don’t go well (whether it’s a job loss, a pandemic, or both), there are strategies you can use to combat the stresses of finances with rationality rather than emotions. … READ MORE
A financial advisor isn’t just someone who invests your money and tells you what to do – they offer the experience of advanced planning and absolute trust to keep you on track for the most returns with the least amount of risk. … READ MORE
Knowing your financial goals and how to reach them are some of the basic concepts for planning a happy and healthy retirement. And while it might not be at the top of your list now, having a financial plan is what sets you up for success later (so that you can live by your standards). … READ MORE
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.… READ MORE
