Podcasts about one capital management

Play Episode Listen Later Jul 22, 2023 29:50

Welcome back to Making Bank. On today's episode, we have Brad Barrett, who is the Managing Director of Partner at One Capital Management, a private wealth advisory firm managing over 5 billion in assets with nearly over 20 years of experience in the financial service industry. He is passionate about finding new ways to educate investors. He's having the heart of a teacher. He shares his knowledge and his experience through his weekly YouTube podcast and radio show, Make Your Money Matter. His show aims to change the way people think about financial advice so they can make better decisions with their money. Don't miss this episode of Making Bank, with Brad Berrett. (3:11) Background Brad had early experience of a failure of a company through his father and this became the reason he vowed himself to learn everything there is to learn about money so he will not make the same mistakes. He started his practice as an advisor when he was in college, getting his economics degree and then he joined One Capital Management. (5:28) How To Look At Money Psychology is one of the things that plays into how we look at money. If you're in a business there are two Ds that are very important. Discipline and Discernment. If you hold these true, you'll be fine and try not to look over the fence too much. Comparison is the thief of joy. You don't want to get trapped up in those kinds of mental constraints. (7:49) Creating Vs Consuming Successful people are more interested in the process rather than the end product. However, most of us usually do something in order to have the ability to then consume something which is not wrong, but if you can fall in love with the process rather than just concentrating on the ultimate goal, you will soon find yourself to be more successful than you were with the previous ideology. (11:37) What To Invest In Emotions play a lot in this, but be careful what the mind tells you. The mind's telling you that the market is going down, so you need to fear. There's definitely some positions that have come down that likely aren't fundamentally true. it could be anything. A good advisor is going to look and find under the hood, because some of the positions that are down, but aren't down are good buys because there are those. (16:03) Money And Emotions Emotions play a huge role in anything where money is involved. So, if you're feeling down about something you've got in your life, a concept or a topic about money will likely coerce you into making decisions that you wouldn't have normally done before. And this happens in the form of buying an investment that we haven't really researched, or pulling out of a market because of fear that's setting in. (20:22) Discipline Discipline is always better than motivation. It's important that you put some tools in place to help you in your business because it is very easy to get motivated for a time being but it takes discipline to actually commit to whatever plan you had going. So the best way to do this is by having a co-pilot. Learn to have a partner so they can be the strength to your weaknesses and help you be disciplined. (24:32) Planning Learn to plan ahead of time. Especially for situations you do not know. Because in business, anything can happen. It is always unpredictable and uncertain. So, in order to escape a complete failure, always be prepared for whatever that will come your way. Plan ahead of time so that you can be ready for any crisis that may fall on your business. (26:44) Wrong & Right Ways To Invest The wrong way to invest is without doing your research, without doing your due diligence, without talking with someone about it. The right way to invest is having discipline. Don't have a motivational crash. Make sure you recognize the difference between discipline and motivation. Anyone can be motivated but only those who are disciplined will make it stick. (28:42) Recession Recession is there whether or not people believe in it. The point is, invest through it. Stay disciplined, dollar cost average, where you can live within your means and you'll be fine. Links: https://linktr.ee/makeyourmoneymatter Instagram: @makeyourmoneymatter @brad.barrett

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The Financial Therapist: How To Keep Emotions Out of Investment Decisions #MakingBank #S8E1

Play Episode Listen Later Jul 22, 2023 29:19

Welcome back to Making Bank. On today's episode, we have Brad Barrett, who is the Managing Director of Partner at One Capital Management, a private wealth advisory firm managing over 5 billion in assets with nearly over 20 years of experience in the financial service industry. He is passionate about finding new ways to educate investors. He's having the heart of a teacher. He shares his knowledge and his experience through his weekly YouTube podcast and radio show, Make Your Money Matter. His show aims to change the way people think about financial advice so they can make better decisions with their money. Don't miss this episode of Making Bank, with Brad Berrett. (2:18) Background Brad had early experience of a failure of a company through his father and this became the reason he vowed himself to learn everything there is to learn about money so he will not make the same mistakes. He started his practice as an advisor when he was in college, getting his economics degree and then he joined One Capital Management. (4:35) How To Look At Money Psychology is one of the things that plays into how we look at money. If you're in a business there are two Ds that are very important. Discipline and Discernment. If you hold these true, you'll be fine and try not to look over the fence too much. Comparison is the thief of joy. You don't want to get trapped up in those kinds of mental constraints. (6:56) Creating Vs Consuming Successful people are more interested in the process rather than the end product. However, most of us usually do something in order to have the ability to then consume something which is not wrong, but if you can fall in love with the process rather than just concentrating on the ultimate goal, you will soon find yourself to be more successful than you were with the previous ideology. (10:45) What To Invest In Emotions play a lot in this, but be careful what the mind tells you. The mind's telling you that the market is going down, so you need to fear. There's definitely some positions that have come down that likely aren't fundamentally true. it could be anything. A good advisor is going to look and find under the hood, because some of the positions that are down, but aren't down are good buys because there are those. (15:10) Money And Emotions Emotions play a huge role in anything where money is involved. So, if you're feeling down about something you've got in your life, a concept or a topic about money will likely coerce you into making decisions that you wouldn't have normally done before. And this happens in the form of buying an investment that we haven't really researched, or pulling out of a market because of fear that's setting in. (19:29) Discipline Discipline is always better than motivation. It's important that you put some tools in place to help you in your business because it is very easy to get motivated for a time being but it takes discipline to actually commit to whatever plan you had going. So the best way to do this is by having a co-pilot. Learn to have a partner so they can be the strength to your weaknesses and help you be disciplined. (23:40) Planning Learn to plan ahead of time. Especially for situations you do not know. Because in business, anything can happen. It is always unpredictable and uncertain. So, in order to escape a complete failure, always be prepared for whatever that will come your way. Plan ahead of time so that you can be ready for any crisis that may fall on your business. (25:50) Wrong & Right Ways To Invest The wrong way to invest is without doing your research, without doing your due diligence, without talking with someone about it. The right way to invest is having discipline. Don't have a motivational crash. Make sure you recognize the difference between discipline and motivation. Anyone can be motivated but only those who are disciplined will make it stick. (27:49) Recession Recession is there whether or not people believe in it. The point is, invest through it. Stay disciplined, dollar cost average, where you can live within your means and you'll be fine. Links: https://linktr.ee/makeyourmoneymatter Instagram: @makeyourmoneymatter @brad.barrett

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The Financial Therapist: How To Keep Emotions Out of Investment Decisions #MakingBank #S7E53

Play Episode Listen Later Jul 22, 2023 29:50

Welcome back to Making Bank. On today's episode, we have Brad Barrett, who is the Managing Director of Partner at One Capital Management, a private wealth advisory firm managing over 5 billion in assets with nearly over 20 years of experience in the financial service industry. He is passionate about finding new ways to educate investors. He's having the heart of a teacher. He shares his knowledge and his experience through his weekly YouTube podcast and radio show, Make Your Money Matter. His show aims to change the way people think about financial advice so they can make better decisions with their money. Don't miss this episode of Making Bank, with Brad Berrett. (3:11) Background Brad had early experience of a failure of a company through his father and this became the reason he vowed himself to learn everything there is to learn about money so he will not make the same mistakes. He started his practice as an advisor when he was in college, getting his economics degree and then he joined One Capital Management. (5:28) How To Look At Money Psychology is one of the things that plays into how we look at money. If you're in a business there are two Ds that are very important. Discipline and Discernment. If you hold these true, you'll be fine and try not to look over the fence too much. Comparison is the thief of joy. You don't want to get trapped up in those kinds of mental constraints. (7:49) Creating Vs Consuming Successful people are more interested in the process rather than the end product. However, most of us usually do something in order to have the ability to then consume something which is not wrong, but if you can fall in love with the process rather than just concentrating on the ultimate goal, you will soon find yourself to be more successful than you were with the previous ideology. (11:37) What To Invest In Emotions play a lot in this, but be careful what the mind tells you. The mind's telling you that the market is going down, so you need to fear. There's definitely some positions that have come down that likely aren't fundamentally true. it could be anything. A good advisor is going to look and find under the hood, because some of the positions that are down, but aren't down are good buys because there are those. (16:03) Money And Emotions Emotions play a huge role in anything where money is involved. So, if you're feeling down about something you've got in your life, a concept or a topic about money will likely coerce you into making decisions that you wouldn't have normally done before. And this happens in the form of buying an investment that we haven't really researched, or pulling out of a market because of fear that's setting in. (20:22) Discipline Discipline is always better than motivation. It's important that you put some tools in place to help you in your business because it is very easy to get motivated for a time being but it takes discipline to actually commit to whatever plan you had going. So the best way to do this is by having a co-pilot. Learn to have a partner so they can be the strength to your weaknesses and help you be disciplined. (24:32) Planning Learn to plan ahead of time. Especially for situations you do not know. Because in business, anything can happen. It is always unpredictable and uncertain. So, in order to escape a complete failure, always be prepared for whatever that will come your way. Plan ahead of time so that you can be ready for any crisis that may fall on your business. (26:44) Wrong & Right Ways To Invest The wrong way to invest is without doing your research, without doing your due diligence, without talking with someone about it. The right way to invest is having discipline. Don't have a motivational crash. Make sure you recognize the difference between discipline and motivation. Anyone can be motivated but only those who are disciplined will make it stick. (28:42) Recession Recession is there whether or not people believe in it. The point is, invest through it. Stay disciplined, dollar cost average, where you can live within your means and you'll be fine. Links: https://linktr.ee/makeyourmoneymatter Instagram: @makeyourmoneymatter @brad.barrett

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The Financial Therapist: How To Keep Emotions Out of Investment Decisions #MakingBank #S7E53

Money with Mission Podcast

Play Episode Listen Later Jul 22, 2023 29:19

Welcome back to Making Bank. On today's episode, we have Brad Barrett, who is the Managing Director of Partner at One Capital Management, a private wealth advisory firm managing over 5 billion in assets with nearly over 20 years of experience in the financial service industry. He is passionate about finding new ways to educate investors. He's having the heart of a teacher. He shares his knowledge and his experience through his weekly YouTube podcast and radio show, Make Your Money Matter. His show aims to change the way people think about financial advice so they can make better decisions with their money. Don't miss this episode of Making Bank, with Brad Berrett. (2:18) Background Brad had early experience of a failure of a company through his father and this became the reason he vowed himself to learn everything there is to learn about money so he will not make the same mistakes. He started his practice as an advisor when he was in college, getting his economics degree and then he joined One Capital Management. (4:35) How To Look At Money Psychology is one of the things that plays into how we look at money. If you're in a business there are two Ds that are very important. Discipline and Discernment. If you hold these true, you'll be fine and try not to look over the fence too much. Comparison is the thief of joy. You don't want to get trapped up in those kinds of mental constraints. (6:56) Creating Vs Consuming Successful people are more interested in the process rather than the end product. However, most of us usually do something in order to have the ability to then consume something which is not wrong, but if you can fall in love with the process rather than just concentrating on the ultimate goal, you will soon find yourself to be more successful than you were with the previous ideology. (10:45) What To Invest In Emotions play a lot in this, but be careful what the mind tells you. The mind's telling you that the market is going down, so you need to fear. There's definitely some positions that have come down that likely aren't fundamentally true. it could be anything. A good advisor is going to look and find under the hood, because some of the positions that are down, but aren't down are good buys because there are those. (15:10) Money And Emotions Emotions play a huge role in anything where money is involved. So, if you're feeling down about something you've got in your life, a concept or a topic about money will likely coerce you into making decisions that you wouldn't have normally done before. And this happens in the form of buying an investment that we haven't really researched, or pulling out of a market because of fear that's setting in. (19:29) Discipline Discipline is always better than motivation. It's important that you put some tools in place to help you in your business because it is very easy to get motivated for a time being but it takes discipline to actually commit to whatever plan you had going. So the best way to do this is by having a co-pilot. Learn to have a partner so they can be the strength to your weaknesses and help you be disciplined. (23:40) Planning Learn to plan ahead of time. Especially for situations you do not know. Because in business, anything can happen. It is always unpredictable and uncertain. So, in order to escape a complete failure, always be prepared for whatever that will come your way. Plan ahead of time so that you can be ready for any crisis that may fall on your business. (25:50) Wrong & Right Ways To Invest The wrong way to invest is without doing your research, without doing your due diligence, without talking with someone about it. The right way to invest is having discipline. Don't have a motivational crash. Make sure you recognize the difference between discipline and motivation. Anyone can be motivated but only those who are disciplined will make it stick. (27:49) Recession Recession is there whether or not people believe in it. The point is, invest through it. Stay disciplined, dollar cost average, where you can live within your means and you'll be fine. Links: https://linktr.ee/makeyourmoneymatter Instagram: @makeyourmoneymatter @brad.barrett

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Embrace Financial Freedom Beyond Age with Brad M. Barrett

Play Episode Listen Later Jul 19, 2023 44:11

Imagine a retirement without age limits—a life where financial freedom dictates the transition. In this episode, Brad and Felicia redefine retirement as achieving sufficient assets for one's desired lifestyle, regardless of age. Brad M. Barrett, CFP® is a Managing Director and Partner at One Capital Management. He is the host of Make Your Money Matter, the show that aims to change the way we think about financial advice, so you can make better decisions Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. 00:00 - Introduction 04:29 - From Bank Teller to Financial Planner 11:15 - The Power of Collaboration and Expertise 18:21 - Empowering Women's Financial Independence 25:25 - Retire Right: Navigating the Descent to Financial Freedom 31:16 - Mitigating Investment Risks 41:54 - Connect with Brad M. Barrett Make Your Money Matter | with Brad Barrett Website: https://www.youtube.com/channel/UCCU8tS_dfrcih-71sD-o5_g Linkedin: https://makeyourmoneymatter.libsyn.com/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission Quotes: "If you navigate investments and taxes, and maintain discipline, you will reach a destination—the specific number that grants you the ability to retire and embark on the next fulfilling season of your life." - Brad M. Barrett "If you're going to diversify your portfolio, you want to diversify how you own them. So it's not always what you own, but how you own it." - Brad M. Barrett

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Embrace Financial Freedom Beyond Age with Brad M. Barrett

Money with Mission Podcast

Play Episode Listen Later Jul 19, 2023 44:11

Imagine a retirement without age limits—a life where financial freedom dictates the transition. In this episode, Brad and Felicia redefine retirement as achieving sufficient assets for one's desired lifestyle, regardless of age. Brad M. Barrett, CFP® is a Managing Director and Partner at One Capital Management. He is the host of Make Your Money Matter, the show that aims to change the way we think about financial advice, so you can make better decisions Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing. 00:00 - Introduction 04:29 - From Bank Teller to Financial Planner 11:15 - The Power of Collaboration and Expertise 18:21 - Empowering Women's Financial Independence 25:25 - Retire Right: Navigating the Descent to Financial Freedom 31:16 - Mitigating Investment Risks 41:54 - Connect with Brad M. Barrett Make Your Money Matter | with Brad Barrett Website: https://www.youtube.com/channel/UCCU8tS_dfrcih-71sD-o5_g Linkedin: https://makeyourmoneymatter.libsyn.com/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission Quotes: "If you navigate investments and taxes, and maintain discipline, you will reach a destination—the specific number that grants you the ability to retire and embark on the next fulfilling season of your life." - Brad M. Barrett "If you're going to diversify your portfolio, you want to diversify how you own them. So it's not always what you own, but how you own it." - Brad M. Barrett

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Mastering Money Choices: Strategies for Making Smarter Financial Decisions ft Brad Barrett

The WEInvested Podcast

Play Episode Listen Later Jun 28, 2023 43:08

Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With nearly 20 years in the financial services industry, he is passionate about finding new ways to educate investors. He Having the heart of a teacher, He shares his knowledge and experience through his weekly YouTube, Podcast and Radio Show, “Make Your Money Matter”. His show aims to change the way people think about financial advice, so they can make better decisions with their money. A sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline to aligning goals and objectives when it comes to investment and financial planning. Brad has a bachelor's degree in Economics and Political Science from Arizona State University. He is a CERTIFIED FINANCIAL PLANNERTM and member of Kingdom Advisors.

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#177 Brad Barrett - One Capital Management

State of the Markets

Play Episode Listen Later Jun 7, 2023 108:04

Recorded 22 May & 1st June 2023 https://onecapital.com/brad-barrett.html Media Picks 180 Degrees https://g.co/kgs/sALCNF Purpose Driven Life https://g.co/kgs/vUY3Xn State of the Markets Podcast Tim Price of https://Pricevaluepartners.com https://timprice.substack.com https://sotmpodcast.com https://anchor.fm/stateofthemarkets https://apple.co/2OUGW6R Paul Rodriguez https://ThinkTrading.com https://twitter.com/prodr1guez --- Send in a voice message: https://podcasters.spotify.com/pod/show/stateofthemarkets/message

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Hangin' 10 with Brad Barrett

Free Lunch

Play Episode Listen Later Jun 7, 2023 34:36

In today's episode Steve and Colin interview Brad Barrett. Brad is Managing Director of One Capital Management. This episode focuses on surfing, stock selection, and client services. Listen in to find out more and enjoy the show!

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Episode 140: Making Better Money Decisions with Brad Barrett

Wealth On Any Income

Play Episode Listen Later May 22, 2023 18:46

For Episode 140 of the Wealth On Any Income Podcast, Rennie is joined by Brad Barrett.Brad is a Managing Director with One Capital Management advising private individuals and families on their personal investment and advanced planning needs. With nearly 20 years of experience in the financial services industry, he is passionate about finding new ways to educate investors. Having the heart of a teacher, he also shares his knowledge and experience through his weekly YouTube, Podcasts and Radio Shows, “Make Your Money Matter” and "Pension Attention".Also a sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline to aligning goals and objectives when it comes to investment and financial planning. Brad has a bachelor's degree in economics and political science from Arizona State University. He is a CPA™ and member of Kingdom Advisors.Are you interested in how to make better decisions with your money?In this episode, Rennie and Brad cover:01:52 Brad's unique story of what inspired him to get involved in personal investment.05:08 How we learn lessons at all the different ages and stages of life and the psychology of money.07:21 Brad's philanthropic approach which includes focusing on helping first responders in particular the Los Angeles Fire and Police Departments.09:53 Why Brad believes we are brought into certain areas of life for a reason – to help.11:41 How Brad shares with his clients that their measure of success or your identity should not be about money and how important it is to not do it alone.14:55 Brad encourages people to find value in the team they are working with.16:26 Brad shares more about the motivation he had at 16 to learn more about finances and money and how sometimes the mistakes we make aren't even our fault.17:00 How to connect with Brad by tuning into his podcast, the Make Your Money Matter Show athttps://www.youtube.com/@makeyourmoneymatter or by visiting https://onecapital.com.“I can spend hours probably on one or two just case studies with just one client that most some people would think or remember, it's also how we define success, right? This world nowadays, right or wrong, we define it with a certain dollar amount. And I always show people that money should not be your worth or your identity. You have got to be careful there, especially males I talked about it a lot with - with male counterparts. We have a tendency to get wrapped up in the identity, and the worth of that. But what I was getting at there is understanding that wealth - well said it's a team - no person I've seen be successful in the world's eyes, or in just their family eyes, have done it alone.” – Brad BarrettTo tune into Brad's podcast, the Make Your Money Matter Show visit https://www.youtube.com/@makeyourmoneymatterTo learn more about Brad visit https://onecapital.com/brad-barrett.htmlIf you'd like to know how books, movies, and society programs you to be poor, and what the cure is visit wealthonanyincome.com/tedx. You'll hear Rennie's TEDx talk and can request a free 27-page Roadmap to Complete Financial Choice® and receive a weekly email with tips, techniques, or inspiration around your business or money. AND if you'd like to see how you can increase your wealth and donate to the causes that touch your heart. Please check out our affordable program ‘Wealth with Purpose'.Rennie's Books and Programshttps://wealthonanyincome.com/books/Wealth with Purpose:https://wealthonanyincome.com/wealthwithpurposeRennie's 9 Days to Financial Freedom program:https://wealthonanyincome.com/programsConnect with Rennie Websites:WealthOnAnyIncome.comRennieGabriel.comEmail: Rennie@WealthOnAnyIncome.comLinkedIn: https://www.linkedin.com/in/renniegabriel/Facebook: https://www.facebook.com/WealthOnAnyIncome/Twitter: https://twitter.com/RennieGabrielYouTube: https://www.youtube.com/channel/UCdIkYMOuvzHQqVXe4e_L8PgInstagram: https://www.instagram.com/wealthonanyincome/

190. Make Your Money Matter with Brad Barrett

Average Joe Finances

Play Episode Listen Later May 17, 2023 39:07 Transcription Available

Join Mike Cavaggioni with Brad Barrett on the 190th episode of the Average Joe Finances Podcast. Brad shares the objective numbers when it comes to achieving financial independence before traditional retirement.In this episode, you'll learn:What do most people get wrong about moneyHow Money plays on our emotions and investing2023 Investing ThemesHow does somebody make their money matter?And so much more!About Brad Barrett:Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With nearly 20 years of experience in the financial services industry, he is passionate about finding new ways to educate investors.Having the heart of a teacher, he shares his knowledge and experience through his weekly YouTube, Podcast, and Radio Show, “Make Your Money Matter”. His show aims to change the way people think about financial advice, so they can make better decisions with their money.A sought-after public speaker, Brad has educated thousands of people planning for financial freedom across the country. His book, Retire Right, hit the shelves in 2021 and serves as a guideline for aligning goals and objectives when it comes to investment and financial planning.Find Brad on:Website: www.onecapital.comInstagram: https://www.instagram.com/makeyourmoneymatterYouTube: https://www.youtube.com/@makeyourmoneymatter Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://themikecav.comREWBCON: Join me at the Real Estate Wealth Builders Conference. Use promo code “Mike” to save 10% on tickets. https://averagejoefinances.com/rewbconImportant Tools and Resources that I UseFinancial Resources: www.averagejoefinances.com/resourcesCRM Tool: www.averagejoefinances.com/crmPay Off Your Mortgage in 5-7 Years:www.theshredmethod.com/averagejoefinanceshttps://bit.ly/replaceyourmortgageFind a REALTOR® in any state: www.averagejoefinances.com/realtorMake Real Estate Investing Easier with DealMachine:www.averagejoefinances.com/dealmachinePodcast Hosting: www.averagejoefinances.com/buzzsproutPodcast Editing Services: www.editpods.com*DISCLAIMER* www.averagejoefinances.com/disclaimerSee our full episode transcripts here: www.averagejoefinancespod.com/episodesSupport the show

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1st Quarter Financial Playbook 2023

Play Episode Listen Later Feb 22, 2023 24:08

There is much to learn from 2022 as it relates to the 1st quarter of 2023. In doing so, our brain trust here at One Capital Management has completed the first quarter financial playbook. In this episode, Brad reveals interesting data points in the first part of this year which could come as a surprise... some good and some bad. However, we must remember that staying the course is key in order to having a strong portfolio. Listen now. Show Highlights Include: Global Capital Markets Behave! (4:18) How To Get Paid For Fixed Income. (7:29) Let's Talk Recession. (9:40) Inflation Is Pivoting. (13:34) Taking Advantage Of Opportunities. (17:47) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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Financial PLAYBOOK 2022

Play Episode Listen Later Aug 16, 2022 22:06

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 Capital Markets. (3:57) Bonds Are Not Sexy, But Know This! (7:17) The Story On Profit Growth. (11.20) Flashing Signals of a Recession. (13:17) What Is Driving Wage Growth Pressures? (16:27) Staying True, Rewards You. (19.49) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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2.6 Simeon George - CEO of SR One Capital Management

Science to Suits

Play Episode Listen Later Jan 18, 2022 33:21

We are very excited to bring another episode on venture capital and the funding process. Our guest is Simeon George, CEO of SR One Capital Management. Simeon brings years of experience, intellectual curiosity, and a passion for connecting patients with cutting edge technologies. Come listen as Dr. George shares his firm's investment process and learn how to create a compelling value proposition for raising capital. Science to Suits is produced by the Penn Biotech Group at the University of Pennsylvania, a graduate student organization supporting students in exploring the life science industry (https://pennbiotechgroup.org/). We would love to hear from you about the podcast - connect with us at pennsciencetosuits@gmail.com.

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OCM Client Experience: Portfolio Management

Play Episode Listen Later Sep 10, 2021 40:25

The average investor is emotionally tied to their financial risks. Losing money is one risk. Upsetting your spouse is another risk. So is taking investment advice from an internet influencer. How do you know if you're taking the right risks with your investments? Problem is, investment advice is easy to find — it's everywhere. But not all advice is good advice. And when you don't know what's true and what's hype, you buy or sell based on emotions, not data. On today's episode, Pat Bowen, president of One Capital Management, says that many individual investors trade on emotions. They'd be better off with diversified, long term strategies. Pat believes that you must manage your investment risks to meet your financial goals. Hot investments come and go — don't let them leave you cold. Listen now to discover how a long-term investment strategy maximizes your financial gains! Show Highlights Include: Why the flood of financial information available can wash away your investment earnings (0:53) The stable "three-legged stool" to look for in your investment advisor (4:35) Why the myth of "buy low, sell high" is impossible to achieve — and how to make money anyway (7:45) How to diversify your portfolio to maximize your returns — without swings in your earnings (8:28) Hate taxes? Here's why you need to plan your major money moves for the next 2 years to minimize your tax payments (14:55) Why having a "personal trainer" for your investments increases your gains (23:58) How does your favorite Investment YouTuber get paid? (Hint: it's not from good advice) (32:01) If you want to download the Summer 2021 Playbook mentioned during this show, head to https://onecapital.com/ and click on the “Idea Lab” tab to download the report for free. To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK' and we'll reach out to you.

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OCM Summer Playbook

Play Episode Listen Later Sep 7, 2021 17:05

Reading headlines and news articles about the economy can be confusing and downright wrong. For example, despite inflation making headline news, our analysis shows that it's not too hot right now. How can you separate fear from the truth? Every quarter, One Capital Management creates a playbook to help you better understand what's happening in the economy and where it's going. In this episode, I reveal the inside perspective from our investment committee, our partners, and our advisors. That way, you have a more accurate forecast of how the economy impacts your investment portfolio. Listen now so you can make smarter and more profitable investment decisions through the rest of 2021. Show Highlights Include: How the equity market maintains its momentum despite the various challenges caused by the crisis (3:23) Why duration bonds are a riskier investment than usual through the rest of 2021 (6:46) How a jump in interest rates causes bonds with longer durations to notch up to a 17% loss (7:06) Why seeking credit instead of duration helps you minimize risk and produce income in your bond asset classes (7:29) The counterintuitive reason inflation isn't as bad as headlines news make it seem (8:47) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

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OCM Summer Playbook

Be Advised - Leading with Value

Play Episode Listen Later Sep 3, 2021 17:47

Reading headlines and news articles about the economy can be confusing and downright wrong. For example, despite inflation making headline news, our analysis shows that it's not too hot right now. How can you separate fear from the truth? Every quarter, One Capital Management creates a playbook to help you better understand what's happening in the economy and where it's going. In this episode, I reveal the inside perspective from our investment committee, our partners, and our advisors. That way, you have a more accurate forecast of how the economy impacts your investment portfolio. Listen now so you can make smarter and more profitable investment decisions through the rest of 2021. Show Highlights Include: How the equity market maintains its momentum despite the various challenges caused by the crisis (3:23) Why duration bonds are a riskier investment than usual through the rest of 2021 (6:46) How a jump in interest rates causes bonds with longer durations to notch up to a 17% loss (7:06) Why seeking credit instead of duration helps you minimize risk and produce income in your bond asset classes (7:29) The counterintuitive reason inflation isn't as bad as headlines news make it seem (8:47) If you want to download the Summer 2021 Playbook mentioned during this show, head to https://onecapital.com/ and click on the “Idea Lab” tab to download the report for free. To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK' and we'll reach out to you.

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28. The Growth of Business in the Virtual World with Brad Barrett

Play Episode Listen Later Jul 21, 2021 32:22

As an advisor, it is important to not be so narrowly focused with your marketing mix. It helps if you think bigger in terms of communicating and engaging with your clients. In this episode, Brad Swineheart speaks with Brad Barrett, managing director and partner at One Capital Management, an independent private wealth advisory firm. Brad … Continue reading 28. The Growth of Business in the Virtual World with Brad Barrett →

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One Capital Management Client Experience: Overview

Play Episode Listen Later Jul 9, 2021 30:33

Looking for the best financial advisor is more complicated than you think. And you're going to have a lifelong relationship with them, you need someone who is about more than the numbers. Having a plan that never runs out of cash starts with an advisor who knows how to best serve you. Having a happy and stress-free retirement depends on you (not a number). In this episode, you'll discover how to find the best financial advisor for your retirement goals. Show Highlights Include: Why planning your dream retirement should be like a fine-dining experience. (1:46) The wealth conversations that make your retirement planning simple, smooth, and impactful. (5:37) How to ensure you never run out of money in retirement with the ‘Discovery Process.' (9:52) Why the most trustworthy advisors use the ‘DDF cycle' to deliver on your retirement goals. (14:35) Using ‘cultural parameters' to have the most enjoyable (and productive) retirement planning experience. (21:17) How the evolution of technology builds a plan exactly as you want it. (26:10) To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK' and we'll reach out to you.

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Make Your Money Matter - Intro

Play Episode Listen Later Mar 23, 2021 0:36

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.

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Pension Attention Podcast