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Pension Attention

Business & Economics Podcasts

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation.

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation.

Location:

United States

Description:

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love. Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients. He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation.

Language:

English


Episodes

Financial PLAYBOOK 2022

8/16/2022
It is always a good thing to look back at where we have come, but even better to look where we are going. 2022 has been a whirlwind when it has come to market volatility but not all is negative. In this week's episode, Brad discusses the One Capital Management playbook he and other advisors have put together in order to inform and educate all of us about what has happened financially this year and where we are headed going into 2023. Listen now. Show Highlights Include: Behavior of...

Duration:00:21:53

The Money MYTHS We Tell Ourselves

8/9/2022
Many believe that if they just had more money, their problems would go away. Are there Money Myths you believe and act upon as it relates to your personal finances and goals? Today, Brad exposes some of these money myths and reaffirms what you know to be true and challenges the advice you may have been told is true. Listen now. Show Highlights Include: I will be happier when... (6:40)You only live once 'YOLO'. (9:33) Willpower and the coffee buzz.(10:58) Wanting more is a bad thing....

Duration:00:23:26

Are We Really In A RECESSION?

8/2/2022
Depending who you listen to or what you read, the word "Recession" has been tossed around since the beginning of 2022. But like many political or geopolitical hot points, there is always more to the story. In today's episode, Brad discusses whether or not we are truly in a recession and if it has an effect on how we go about our daily lives. Listen now! Show Highlights Include: GDP And A Rule Of Thumb. (2:42) The Numbers Don't Lie. (6:14) Pay Attention To These Environments.(8:20) The...

Duration:00:18:31

The FED In Financial FOCUS

7/26/2022
When looking back the past couple of years, seeing the affects of the pandemic as it relates to market volatility, it gets convoluted. Where did we go wrong? In this episode, Brad takes a closer look at the Fed's response to the shutdowns and places a focus on some of the actions that were taken. It is easy to be laser focused on one area or problem but if we can look at the bigger picture and stay disciplined, the outlook can be bright. Listen now. Show Highlights Include: It's How You...

Duration:00:23:02

Inflation And The Baby Formula Shortage

7/19/2022
Media pundits have covered the story around the shortage of baby formula and how it relates to our supply chain issues. However, there is more to this story as it relates to the current inflation numbers. In this episode, Brad discusses how the effect of the past two years has trickled down to some of history's basic necessities. Listen now. Show Highlights Include: What Did We Do Before Baby Formula? (2:16) Oligopoly And WIC. (6:32) The Federal Reserve And Increased Rates.(10:17) GDP Is...

Duration:00:18:22

What YOU Should Do During Market DOWNTURNS

7/12/2022
Market downturns and volatility are hot topics in our current climate. Anywhere you turn, someone is talking about it. But sometimes, listening to the "noise" out there can cause us to be fearful. In this episode, Brad discusses market downturns and how we can adjust our outlook during market volatility by focusing on the rational mind instead of the emotional mind. Listen now. Show Highlights Include: Fear of your teeth falling out (2:31) Looking forward, not backward. (5:38) Risks upon...

Duration:00:22:58

Retirement Should Not ONLY Depend On The MARKET

6/28/2022
The topic of retirement has been on many people's minds when it comes to the culture of today's issues surrounding market volatility. In today's episode, Brad takes us through the 3 important retirement buckets to consider in retirement and why all of us should understand how they can be used. Listen now. Show Highlights Include: Basic math (2:02) Will my money last? (4:58) The safety bucket.(8:49) The income bucket. (10:00) The growth bucket. (14:18) Not sexy, but tried and true....

Duration:00:19:49

What Do I Do In THIS MARKET?

6/21/2022
Many Americans are feeling the weight of market volatility, inflation, job growth and supply chain issues. However, if we tune out the noise of the media and politics and instead, look at the data; we can begin to understand what is really going on in the market. In this episode, Brad will take you through what has happened, what is going on and what the future could look like when it comes to your money. Listen now. Show Highlights Include: You lose, I win. (1:44) We got used to the...

Duration:00:22:01

Are TAXES Going Up?

6/14/2022
For many, the topic of taxes can cause fear and anxiety. In reality, it is more about the misunderstanding of taxes and how what we hear from the media that keeps us in a state of worry. In this episode, Brad discusses the history of taxes can be a good indicator of where we are going. Listen now. Show Highlights Include: A history lesson on taxes. (2:59) The Beatles and the burden. (4:32) The bracket game(7:42) We are all red-blooded Americans. (12:36) The gap between national debt and...

Duration:00:19:36

3 Things EVERY Portfolio Should Have

6/7/2022
When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry. In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio. Listen now. Show Highlights Include: To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Duration:00:18:17

How Diversification Can Reduce RISK

5/31/2022
A question often asked is... Is diversification risky? Risk means different things to different people, and we all want to reduce risk in our lives but many people don't think about diversifying their portfolios and how it relates to risk reduction. Today, Brad discusses the topics of diversification and risk and how the two relate when it comes to our investments. Listen now. Show Highlights Include: Kids and diversified foods (1:59) Hypocrisy of risk. (5:29) Nothing lasts...

Duration:00:16:07

Is There A RECESSION Coming?

5/24/2022
Some say the word "recession" is the evil sister or brother of depression. This economic term gets widely used, especially in the media. We hear speculation and rumors about that word and for some, it can be alarming and concerning. In this episode, Brad provides a fundamental, economic overview as to what we might be seeing as it pertains to the idea of a recession. Listen now. Show Highlights Include: Diversification for a 6 year old (2:25) Pessimism overdone. (5:50) Supply chain...

Duration:00:15:34

What Is HAPPENING In The MARKETS?

5/17/2022
There is a lot of misinformation out there regarding market volatility. Media outlets are selling fear but focusing on the core things around the discussion of recession and some of the indicators of the yield inversion can equip us in the current climate. In this episode, Brad reiterates his passion that planning and making sure you have a cohesive and integrated financial plan, coupled with discipline is vital as you head toward retirement. Listen now. Show Highlights Include: The...

Duration:00:26:08

Is NOW A Good Time To INVEST?

5/10/2022
Whether or not you are in good times or bad times, the question of whether or not it is a good time to invest comes up often. In this episode, Brad talks about how it's not about timing the market but time IN the market and how to discover what makes most sense for you. Show Highlights Include: The impact on the economy during the pandemic. (3:55) What is dollar cost averaging?(7:29) How to know when it's your time.(11:57) There could be room to fall. (16:54) Conservative, really isn't...

Duration:00:24:52

Behavioral Finances

5/3/2022
The way we look and approach our finances is often dictated by our behaviors, so it is very important to have a plan and stick to it. In this episode, Brad discusses the difference between the emotional side and the rational side of investing and what you can do to take control of your finances. Show Highlights Include: The psychology of money is profound (1:31) Timeless lessons on wealth(4:15) If you lose your head, none of it matters.(10:05) The market and the economy are...

Duration:00:18:59

Sanctions and YOUR Portfolio

4/26/2022
After Russia invaded Ukraine, sanctions were placed on Russia. This has affected crude oil and inflation, but what is the history of sanctions in the United States? In this episode, you’ll learn how sanctions, interest rates and inflation affect our economy and the housing market. Listen now. Show Highlights Include: The history of sanctions (1:55) How the increase of the price of a barrel of oil, increases inflation. (5:40) We've seen market volatility for awhile but since the recession...

Duration:00:22:31

A Tale as Old as Time... Timeless Investing Strategies

4/19/2022
After a soaring bull market since The Great Recession, the investing world stopped dead in March 2020. It rebounded quickly, but we’re heading towards more market volatility than we had in the past decade. A volatile market doesn't have to mean watching all your investments go down the drain. But it is a time to make sure your strategy has proven, timeless investing strategies. Not only do these strategies protect your wealth, but they can also grow it. In this episode, you’ll discover...

Duration:00:21:54

Fighting Fear in Investing

4/12/2022
Fear and anxiety around investing can wreck your portfolio and sabotage your golden years before they even begin. Either your fear causes you to take uncalculated and unnecessary risks. Or it makes you as conservative as sticking your money in a savings account. That’s the bad news. The good news? Calming your fears is easier than you think. In this episode you’ll discover the 3 types of fears which cripple your wealth and 5 simple ways to overcome them. Listen now and protect your...

Duration:00:22:21

How You Know Its Time To Retire

4/5/2022
Do you know how to figure out when you should retire? Retiring too early can deplete your money during your golden years and force you back into a job. And retiring too late can steal the best years of your life from your grasp. Since retirees want to avoid both of these scenarios, wondering when it’s time to retire is the most commonly asked question I get. In this episode, you’ll discover three things you must do to determine the exact time you should retire. Don’t worry, it’s easier...

Duration:00:19:53

Why Integration Matters

3/22/2022
Most financial advisors don’t integrate your entire retirement plan, which bites off a big chunk of wealth during your golden years. You need to plan more than just your investments. You also need cash flow planning, tax planning, estate planning, and insurance planning. If you’re missing any of these ingredients, you’re robbing your future self. But most financial advisors don’t cover all these different plans. Why? The barrier to entry as a financial advisor is low, so many aren’t...

Duration:00:19:00