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内容由Brad Barrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Brad Barrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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The Value Of An Advisor During Market Turmoil

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内容由Brad Barrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Brad Barrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil.

Listen now.

Show Highlights Include:

  • A Vanguard Study (3:47)
  • Pillar 1 - Portfolio Construction. (5:22)
  • Pillar 2 - Wealth Management.(7:24)
  • Pillar 3 - Behavioral Coaching. (8:48)
  • Worry And Concern Are Not The Same. (12:12)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

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Artwork
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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 06, 2025 17:10 (19d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 358628032 series 2903265
内容由Brad Barrett提供。所有播客内容(包括剧集、图形和播客描述)均由 Brad Barrett 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

It is interesting how many of us improve our lives with different types of coaching, counseling and advising. However, many do not consider these when it comes to our money.

In today’s episode, Brad shares 3 pillars of advice when it comes to finances and why having a financial advisor is so important during times of market turmoil.

Listen now.

Show Highlights Include:

  • A Vanguard Study (3:47)
  • Pillar 1 - Portfolio Construction. (5:22)
  • Pillar 2 - Wealth Management.(7:24)
  • Pillar 3 - Behavioral Coaching. (8:48)
  • Worry And Concern Are Not The Same. (12:12)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

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