Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Ah, tax season—the time of year when we suddenly remember that we have absolutely no idea what we’re doing. If you’re reading this, chances are you’ve been expertly procrastinating, convincing yourself that “future you” would handle it.

Well, guess what? Future you is now present you, and the tax deadline is breathing down your neck like an over-caffeinated IRS agent. But don’t panic! Before you start frantically Googling “Can I claim my cat as a dependent?” take a deep breath. We’ve got some last-minute tax tips to help you cross the finish line without breaking a sweat—or the law.

Show Highlights Include:

• Double Check Your Work (3:40)

• Retroactive Contributions (4:30)

• Digging for Deductions (7:00)

• Tax Credits For The Win (11:30)

• Get More Time With Extensions (15:00)

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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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Let’s be honest—if happiness could be bought, Jeff Bezos and Elon Musk would be doing cartwheels of joy down the halls of their private space stations. But here’s a secret: the best investments you can make in your life are free.

Forget about stocks, real estate, or Bitcoin—today, we’re diving into the ultimate investment portfolio: the things money can’t buy that will bring you personal wealth.

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Show Highlights Include:

• Time Vs Money Test (2:30)

• Relationships Matter (5:15)

• Good Health Is Wealth (9:30)

• The Value of Peace Of Mind (14:00)

• The Secret of Life (17:00)

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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Debt has a bad reputation—kind of like that one friend who always insists on splitting the bill evenly even though they ordered the lobster, filet and three desserts. But what if I told you that, just like that friend, debt isn’t all bad? In fact, when used wisely, it can actually help you build wealth instead of draining your bank account.

No, this isn’t some financial dark magic or a get-rich-quick scheme—it’s just understanding how to make debt work for you instead of against you. So, grab your calculators, put on your best "responsible adult" hat, and let’s dive into the surprisingly strategic world of using debt to grow your money!

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Show Highlights Include:

• Debt Economy By The Numbers (1:15)

• Arbitrage Is The Key (4:30)

• Defining Bad Debt (5:30)

• Defining Good Debt (8:30)

• Should I Borrow To Invest In The Market? (16:45)

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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

So, you want to build wealth, but don’t have a rich uncle or the winning Powerball numbers? Don’t worry—you don’t need to invent the next iPhone or marry a millionaire (though, hey, no judgment if you do).

Pay attention as walk through a road map to grow your money without selling a kidney or living on instant noodles for the rest of your life.

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Show Highlights Include:

• Time is the Key (3:00)

• Building the Foundation (6:30)

• The Beauty of Compound Interest (11:15)

• Only 5 Places to Invest (14:00)

• Wealth us More Than Money (16:45)

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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Investing is a lot like dating—make decisions based on emotions, and you’ll probably end up broke and heartbroken. One minute, you're in love with a stock, looking to setting down forever; the next, you're panic-selling and running for the hills.

If your portfolio has more mood swings than a reality TV star, you’re going to want to watch this week’s episode where we take a hard look in the mirror and ask ourselves how our emotions are affecting our investing.

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Show Highlights Include:

• The Science Behind Decision Making (3:00)

• Warren Buffett Chimes In (6:15)

• Tips For Countering Your Emotions (10:30)

• Emotions Can Be Our Friend (17:15)

• Brad Gives His Side (21:15)

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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

The days are getting longer, the birds are starting to sing, flowers are blooming. That can only mean one thing…MLB spring training is here. Yes, another year of America’s favorite pastime and another year of big money mega contracts.

The idea of signing a multi-million contract is laughable to most of us and completely unrelatable. But hidden in these jaw-dropping deals are some surprisingly practical money lessons. So, grab a hotdog and a cold one and pay attention as we dive into the latest record setting deals and the lessons we can all learn from them to help us invest wisely and build wealth.

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Show Highlights Include:

• Details of the Mega Deal(3:00)

• Investing, Like Baseball, is Team Sport (6:30)

• Contract Comparison: Soto vs. Ohtani (8:00)

• Present Value explained (10:05)

• Running the Numbers (21:30)

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.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we’ll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances.

On this week’s episode:

Investing is all fun and games until tax season rolls around and the IRS reminds you they’re your silentbusiness partner. Whether you made bank or just enough to buy a fancy coffee, Uncle Sam wants his cut—because apparently, "capital gains" means his gains too. But don’t worry, we’re here to break it all down, so you’ll know exactly what you owe, what you can deduct, and how to keep more of your money (legally, of course). All the info you need to know about how your assets and incomes will be taxed in 2025.

Chapters:

5:30 – Income, Pensions and Social Security

7:45 – IRAs and 401Ks

11:00 – Life Insurance

11:50 – Annuities

14:00 – Your House

16:00 – Stocks and Bonds

19:00 – Dividends

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.

And to supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money. Each week, we’ll be airing a new episode, talking about all kinds of different topics that will help us unpack the truth around how we think, feel, and ultimately act with our finances.

On this week's episode:

During the 2024 election race, newly inaugurated President Trump made a lot of noise talking about all the tariffs that he wants to slap on the countries that aren’t the U.S. As the word “Tariffs” buzzed around media outlets and water coolers, some people jumped with joy at his proposed levies and others trembled in fear. So, what is a tariff? Who do they help? Who do they hurt. Find out everything you need to know about Trump’s proposed Tariffs.

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.

And to supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett