share
Will Your Pension be enough?
Tell us about your pension, savings and lifestyle goals and we'll model your projected retirement income against what you actually want to spend. Our Retirement Readiness Scorecard will tell you where you stand in just 10 minutes. With full Irish Tax built in.
informed decisions blog
Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270
August 22, 2023
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!
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
Disclaimer
The content of this site including blogs and podcasts is for information purposes only. Everybody’s financial situation is different and the content we share on our site and through podcasts may not be applicable to you.
The articles, blogs and podcasts are not investment advice. They do not take account of your individual circumstances, including your knowledge and experience and attitude to risk. Informed Decisions can’t be held responsible for the consequences if you pursue a course of action based on the information we share
You may also like...
Not sure if your pension will be enough?
Informed Decisions are one of Ireland's only remaining independent financial advice firms. Our free retirement calculator models your income, tax, and lifestyle goals — in 10 minutes.
Find out where you stand today...
.svg)