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 wades into one of the most high stakes traditions of the season…holiday table talk. Brad breaks down the conversations you should be having with every family member. He dives into the money dynamics nobody wants to bring up — budgeting for gifts without guilt, helping older relatives prepare financially, and even teaching younger family members about saving before they pick up their first paycheck. Whether your family avoids money talk like politics or overshares like it's a group therapy session, this episode will show you how to turn awkward holiday chatter into meaningful, healthy financial dialogue that sets everyone up for a stronger new year.
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Show Highlights Include:
· Younger Kids (2:30)
· Teenagers/ Older Children (4:30)
· Talking To Your Parents (7:00)
· Siblings (8:30)
· Your Spouse (10 :00)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
This week on the show, Brad takes on one of the biggest misunderstandings in the money world: the difference between a good company and a good investment. Because yes, your favorite brand might make great products, treat employees like royalty, and donate to puppies — but that doesn't automatically mean its stock is going to the moon. And on the flip side, some companies that feel sketchier than a gas-station hot dog somehow make investors rich. So, let's dig into why loving a company and making money from it are two very different things… and how to tell when you've found both.
Show Highlights Include:
· Defining A Good Company (2:15)
· Emotions Vs Numbers (5:00)
· Kodak: A Cautionary Tale? (6:30)
· Consider The Competitive Advantages (8:30)
· Price And Value Are Not Equal (13:00)
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To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
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 one of the most fascinating financial conspiracy theories in history — did J.P. Morgan really sink the Titanic to pave the way for the Federal Reserve? He unpacks the story's origins, separates myth from evidence, and explores why this century-old event still captures the imagination of finance buffs today. From the wealthy elites onboard to the timing of the Fed's creation, Brad takes you through the twists, motives, and money behind the legend. Whether you're a skeptic, a history lover, or just curious how far financial power might reach, this episode will make you rethink one of the world's most famous disasters — and the money that may have been made from it.
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Show Highlights Include:
· Who Is JP Morgan? (3:45)
· The Jesuits (5:30)
· Who Was On The Titanic? (7:00)
· The Federal Reserve (8:30)
· Why??? (14:30)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
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 one of life's biggest financial turning points — preparing for a child. From diapers to daycare, he breaks down the real costs (and hidden ones) that come with growing your family, and shares how to plan ahead with confidence instead of panic. You'll learn smart strategies for budgeting, building an emergency cushion, and adjusting your goals to protect both your finances and your peace of mind. Whether you're expecting, planning ahead, or just curious what it takes, this episode will help you approach parenthood not with fear — but with a solid financial foundation.
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Show Highlights Include:
· Before The Baby Is Born (4:30)
· The Baby Is Here (7 :00)
· Future Proofing (9:30)
· Education Planning (12:00)
· Crazy Stories (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.
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 a powerful (and sometimes awkward) question: why does it feel so uncomfortable when someone asks us for money? He breaks down the emotions and money beliefs behind that reaction — from fear of conflict to hidden guilt and scarcity thinking. You'll learn how understanding your own money mindset can turn uncomfortable moments into confident, healthy conversations. Whether you want to set better boundaries, give generously, or just feel less awkward, this episode will help you shift from tension to clarity when money comes up.
Listen Now!
Show Highlights Include:
· Money Chat is Taboo (3:30)
· Distrust (5:15)
· Manipulation (8:30)
· Fear of Financial Insecurity (15:00)
· Trust Your Plan (16:45)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.