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.

In this week’s episode, Brad delves into the vital topic of teaching children about financial responsibility. He emphasizes why starting early can have a lasting impact on their future and outlines practical approaches that parents can implement at different stages of a child’s development. Drawing on over two decades of experience advising clients—and lessons learned from raising his own children—Brad offers real-world strategies to help families build a strong financial foundation for the next generation.

Show Highlights Include:

• Start Slow But Start Early (6:30)
• Be Honest (8:30)
• Values Not Figures (10:30)
• Family Goals (13:30)
• Do It Together (15:00)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

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 dives into the world of AI—how it’s transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it’s not in your corner the way an advisor is. Brad explains why that still matters when it comes to managing your portfolio.

Show Highlights Include:

• Numbers vs. Nuance (2:30)
• Data vs. Context (3:30)
• Behavior Beats Brilliance (4:30)
• Planning Is Personal (6:00)
• Tools vs. Trust (7:30)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

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 breaks down the six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success.

Listen Now!

Show Highlights Include:

· Asking About You (5:00)

· What Do You Have? And Why? (7:00)

· How Will You Use It? (11:00)

· When Will You Use It? (15:00)

· How Much? (18:00)

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