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.

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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.

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 top four reasons most financial advisors avoid recommending these assets. From high volatility and elevated risk to unproven track records, he explains why many advisors choose not to manage or endorse them for their clients.

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Show Highlights Include:

· Our Preconceived Notions (1:30)

· High Volatility (9:00)

· Lack of Regulation (10:00)

· Unproven Track Record (10:30)

· Advisors Concerns About Risky Assets (11:15)

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 week’s show, Brad takes on a topic that a lot of us are worried about right now…recessions. With many pundits forecasting a recession hitting this year, he’s serving up the six indicators of a recession that you need to be watching out for. And as a bonus, giving you a couple benefits of recessions that prove there’s a silver lining to ever dark cloud.

Show Highlights Include:

• Fears Of A Recession On The Rise? (2:00)

• Recession Stats (4:25)

• 3 Primary Indicators Of A Recession (8:15)

• 3 Secondary Indicators (11:15)

• Recessions Aren’t Necessarily Bad (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.

On this week’s show, Brad reveals the emotional twists and turns of managing money — and empowers you with the strategies to take control and build the financial life you deserve. Listen Now!

Show Highlights Include:

• The Ups and Downs (2:00)
• Side Effects of Financial Stress(6:00)
• Talk To Someone (7:00)
• Take Inventory and Make a Plan (9:30)
• Manage Stress (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 addresses all the fear that’s spreading around volatility in the market and what investor’s fear most…a crash. We’re taking a look back at the history of crashes in this country to find out what we can learn from our past, and giving you tips on what you can do to protect your portfolio from a future crash.

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Show Highlights Include:

• Crashes Can Be Scary (2:00)

• 3 Phases Of A Crash (4:15)

• This Is Nothing New (10:00)

• What To Do…Nothing (12:00)

• Protection through Diversity (15:30)

• Know Your Risk Tolerance (19:00)

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.

On this week’s show, Brad talks about the four most valuable things that we can invest in outside of your portfolio…and SURPRISE...they’re not what you’re thinking! Where are you spending your time? Are you taking care of your health? Answers to these questions and more tips on building wealth, gaining health, and finding happiness.

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Show Highlights Include:

· We’ve gone through this before (4:00)

· Building a Solid Foundation (6:00)

· Where is your time being spent? (8:00)

· Health and our wealth (11:30)

· Planning gives peace (15:00)

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