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Why YOU Need a Financial ADVISOR

Why YOU Need a Financial ADVISOR

FromMake Your Money Matter


Why YOU Need a Financial ADVISOR

FromMake Your Money Matter

ratings:
Length:
27 minutes
Released:
May 4, 2022
Format:
Podcast episode

Description

In 1953 a man named Sir Edmund Hillary became the first known person to reach the summit of Mt. Everest. But he didn't do it alone. He was accompanied by his Sherpa. In this episode, Brad discusses how the accumulation phase and the distribution phase of retirement is a lot like climbing Mt. Everest and how important it is to have a guide when it comes to our finances. Show Highlights Include: Who was the first to climb Mt. Everest? (1:05)  How climbing Everest relates to our financial journey.  (4:16)  Money is a great employee, but a terrible boss.  (8:04)  Finding an advisor is a two-part study. (11:50)   How having a financial advisor relates to professional sports.(18:39)  What questions should you be asking a financial advisor? (21:23)  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:
May 4, 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.