
Money, Emotions and Love For Lahaina
After the recent and tragic events in Lahaina, Hawaii, Brad reflects on his time living on Maui and the rush of emotions that has flooded his family's mind. Today, Brad reminds all of us how money is ...
16 Aug 202319min

Questions Your Advisor Should Be Asking You
People are behavioral beings and many times we bring our behaviors into our financial life, which could hurt us in the long run, causing us to make wealth destroying decisions. Today, Brad reveals 6 q...
9 Aug 202319min

A Clinic On, "RECESSION"
Recession has been a looming word over the past year or so and by now many have become a bit numb to the topic. However, there are a couple of interesting theories around recessions and how they rela...
2 Aug 202314min

Is A.I. Taking Over Your Investments?
A current buzzword in the media as it relates to money and investments is Artificial Intelligence. Right now, the Magnificent 7 (Meta, Google, Amazon, Apple, Microsoft, Tesla and Nvidia make up 28% of...
25 Jul 202318min

3 Financial Life Phases
Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours cou...
12 Jul 202315min

Why Treasury Bills & Treasury Bonds Matter
Is there any investment that is "Risk Free"?... Not exactly. However, there are options out there that are not the most "sexy" but have much lower risk, which could be appealing to some investors. On ...
6 Jul 202317min

Financial Freedom Is About Income.
If the things you thought were true were actually wrong... when would you want to know? With regards to finances, misconception can cause costly consequences. In today's episode, Brad explains how you...
28 Jun 202316min

Am I Going To Be Okay In Retirement?
Many of us stress about where we will be financially in retirement and often ask the question, "Will I have enough to last?"... What it takes to protect what you save for retirement can be quite simpl...
21 Jun 202316min



















