Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270

Informed Decisions Independent Financial Planning & Money Podcast

Το περιεχόμενο παρέχεται από το Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1y ago 1:00:20

MP3•Αρχική οθόνη επεισοδίου

In this week's podcast, Paddy has a fantastic chat with Brad Barret the MD of a $5Bn planning firm.

Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs.

In addition, he oversees the firm's Retirement and Corporate Services practice. His firm manages nearly $5 Billion dollars for thousands of families across the United States and abroad.

Brad is the author of, Retire Right: Secure the Right Path to Your Retirement - here is the link to his book on Amazon, and here is a link to his website.

He is also the host of two podcasts, Make Your Money Matter and Pension Attention.

Make Your Money Matter with Brad Barrett

Key topics include:

Favourite part of being a financial advisor
Stork theory
Personalising the approach for each client
Making your money matter
Approaching giving

I hope you find it helpful!

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