How To Build Wealth

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.

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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.

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 weeks show, Brad examines an important question that every investor needs to ask. Is the stock market overvalued?

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Show Highlights Include:

• The ballad of Clarence and Grace Woolsey ( 2:00)
• The importance of determining value (5:20)
• The magnificent value of the Magnificent 7 (8:45)
• What contributes to overevaluations (10:25)
• There’s always opportunity (14:45)

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.

Today, Brad discusses having a balanced approach to your investing life and the value of failure.

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Show Highlights Include:

• We look like our habits. (1:47)
• Don’t be afraid to shoot your shot. (4:45)
• Talk about your failures. (7:45)
• Our growing government. (11:35)
• The 60/40 investment rule. (13:08)

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.

Today, Brad discusses what to know about the newly passed Social Security Fairness Act, and takes a look at what Wall Street is predicting for 2025.

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Show Highlights Include:

• The Social Security Fairness Act (1:45)
• Managing 2025 Predictions (6:00)
• What Wall Street Is Saying (7:30)
• Understanding the S&P 500 (9:45)
• Importance of Diversifying (11:00)

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.

Today, Brad takes a deep dive into American politics to find out if presidential elections affect the stock market.

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Show Highlights Include:

• Update on Show Delays. (:40)
• A look at 2000 election. (5:30)
• Y2K got Weird. (8:00)
• 2020 elections during a pandemic. (11:30)
• Seeing volatility during elections. (18:30)

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

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 current market shifts, reminding us all that this is not uncharted territory and to just stay the course.

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Show Highlights Include:

• This Has Happened 17 Times. (2:17)
• Retirement Dates Are Chapter Transitions. (6:40)
• The Butterfly Effect And Global Markets. (8:40)
• Why Not Own Concentrated Positions? (12:39)
• It’s Mundane, Yet So Important. (14:05)

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

Recently, Former President Donald Trump proposed that the U.S. replace taxes with tariffs. This had politicians on both sides of the aisle scratching their heads. Although this could be a good idea, “in theory”, it will not likely happen.

Today, Brad gives a little history on tariffs and taxes, along with some unbiased data and insight.

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Show Highlights Include:

• Is It ALL It Is? (1:37)
• Battleship In A Bathtub. (6:21)
• Trying Again And Again, Until It Works. (8:03)
• History Of Tariffs And Taxes. (10:36)
• When There’s No Pain To You, It Doesn’t Matter. (13:08)

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

Ready or not, we have an election coming up this November and many of us are bracing to see how the market responds. But do elections REALLY have an affect on the stock market?

Today, Brad takes us through a 100 year timeline on election data and how it coincides with the U.S. market. The results may surprise you.

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Show Highlights Include:

• The Stage Is Set. (2:16)
• “Mr. Boring’s” Method Actually Works. (6:12)
• What Does It REALLY Look Like? (9:28)
• How Do They Close The Inequality Gap? (12:04)
• Allowing THIS To Work, Is Key. (17:05)

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