Episodios

  • 10 Financial Terms Every Investor Should Know
    Apr 13 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    This week on the show, Brad breaks down the 10 financial terms every investor should know, without the confusion or jargon. Instead of overcomplicating the language of money, he simplifies the concepts that actually drive your decisions and your results. If you've ever felt lost reading about "market cap" or don't know why diversification matters, this episode will give you the clarity and confidence to start thinking, and investing like a pro.

    Listen Now!

    Show Highlights Include:

    · Compound Interest (2:00)

    · Diversification (5:00)

    · Volatility (7:00)

    · Market Capitalization (11:30)

    · Bull vs. Bear Market(15:30)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    19 m
  • Variability Is The Spice Of Life
    Apr 6 2026

    Most people try to avoid any situation that is volatile because they generally involve risk. But when it come to investing, it could be misleading to believe volatility equates to risk.

    In today's show, Brad discusses this topic of variability in a story driven way, plus educates all of us on how to filter the financial "noise" we hear every day.

    Listen now.

    Show Highlights Include:

    • Avoiding Risky Volatility. (2:06)
    • Your Time Horizon May Be Short. (4:47)
    • The Story Of "Mr. Market". (6:38)
    • Don't Become Part Of The Herd. (10:23)
    • There's A Laundry List Of Risk. (11:39)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    15 m
  • How To Build Wealth
    Mar 30 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    On this week's show, Brad talks about the differences between being rich and being wealthy, and shares practical steps on how to build wealth.

    Listen Now!

    Show Highlights Include:

    • What's the definition of wealth (1:30)
    • What is enough? (5:10)
    • Step 1 is simple (8:30)
    • Break glass in case of emergency (10:25)
    • The importance of taxes (13:15)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    17 m
  • How To Manage The Emotional Ups and Downs of Your Money
    Mar 23 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    This week on the show, Brad dives into the emotional rollercoaster that comes with managing your money. Instead of letting fear, excitement, or stress dictate your decisions, he breaks down the psychology behind staying steady and disciplined through both the highs and the lows. If you've ever felt the urge to panic sell, overspend after a win, or second-guess your financial plan, this episode will help you stay grounded and focused on building long-term wealth.

    Listen Now!

    Show Highlights Include:

    · How this affects us (5:30)

    · Talk to someone (7:00)

    · Take Inventory (10:00)

    · Manage the stress (15:00)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    19 m
  • The Middle East
    Mar 17 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    This week on the show, Brad addresses the Middle East and what it really means for your money, but without the panic. Instead of reacting to headlines, he explains the psychology of staying calm and disciplined in your accounts during global uncertainty. If you've ever felt tempted to make emotional financial decisions when the world feels unstable, this episode will help you stay grounded and focused on long-term wealth.

    Listen Now!

    Show Highlights Include:

    · What is going on? (4:30)

    · We've been here before (6:00)

    · Black swan events (9:00)

    · Diversify your portfolio (10:35)

    · Post-war returns (12:30)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    17 m
  • Weathering Stock Market Volatility
    Mar 9 2026
    With recent volatility in the market, it is easy to panic. However, what may look one way, could mean opportunity!

    On today's show, Brad addresses our concerns as it pertains to market shifts, reminding us all that this is not uncharted territory and to just stay the course.

    Listen Now!

    Show Highlights Include:

    • This Has Happened 17 Times. (2:15)
    • Retirement Dates Are Chapter Transitions. (6:30)
    • The Butterfly Effect And Global Markets. (8:30)
    • Why Not Own Concentrated Positions? (12:15)
    • It's Mundane, Yet So Important. (14:00)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    15 m
  • How To Protect Your Deferred Compensation Plan From A Market Crash
    Mar 3 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    On this week's show, Brad addresses all the fear that's spreading around volatility in the market and what investor's fear most…a crash. We're taking a look back at the history of crashes in this country to find out what we can learn from our past, and giving you tips on what you can do to protect your portfolio from a future crash.

    Listen Now!

    Show Highlights Include:

    • Crashes Can Be Scary (2:00)

    • 3 Phases Of A Crash (4:15)

    • This Is Nothing New (10:00)

    • What To Do…Nothing (12:00)

    • Protection through Diversity (15:30)

    • Know Your Risk Tolerance (19:00)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    24 m
  • Frugality- Wealth Builder or Life Destroyer?
    Feb 16 2026

    The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

    This week on the show, Brad tackles the misunderstood idea of extreme frugality through the lens of Warren Buffett's famously simple lifestyle. Instead of glorifying cheapness, he explains the power of the psychology behind this belief in spending. If you've ever wondered if a life of frugality will help you build wealth, this episode is for you!

    Listen Now!

    Show Highlights Include:

    · Signs You Might Have EXTREME Frugality (4:00)

    · Security (6:00)

    · Control (7:00)

    · Identity (8:30)

    · Economic Reality (9:30)

    To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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    16 m