19 episodes

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love.

Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients.

He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation.

Pension Attentio‪n‬ Brad Barrett

    • Investing
    • 4.9 • 8 Ratings

Pension Attention is a show dedicated to helping firefighters and police officers take charge of their finances to build a life they love.

Your host Brad Barrett is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing $2B in assets for clients.

He has advised families in the Los Angeles City Fire Department for over 12 years, is an active member in Kingdom Advisors, a biblically based advisory network and holds the certified financial planning designation.

    What is the Dow Jones Industrial Average?

    What is the Dow Jones Industrial Average?

    When it comes to talking about the Dow Jones Industrial Average, you’re referring to the marketplace. And while you should be aware of its current state, understanding its history is the only way to predict it.
    How do you plan your retirement without forecasting your finances?
    In this episode, I discuss what the Dow Jones Industrial Average reveals about protecting your portfolio today and preserving finances from an ever-changing marketplace tomorrow.

    Show Highlights Include:
    The “Dow Jones Industrial Average” crash course for a portfolio that replicates wins and protects you from economic losses. (1:36) Why your understanding of market history preserves the retirement goals you make today. (4:58) What the General Electric Company reveals about marketplace change and how to protect your finances in any environment. (8:26) What the marketing index means for protecting your investments and diversifying your portfolio. (12:00) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 20 min
    Defense Wins Championships. Diversification Wins Returns

    Defense Wins Championships. Diversification Wins Returns

    Playing a game of football is similar to your investment portfolio. And while you should have ‘star player’ investments, you also need linebackers as a safety net for your assets.
    Or as the saying goes, “Don’t put all your eggs in one basket.” Even if they look like the best eggs for your basket.
    In this episode, I discuss how to properly diversify your portfolio and defend your investments for a stress-free retirement.

    Show Highlights Include:
    What the Mexican-American War reveals about the ‘winning investments’ in your portfolio and why they don’t always protect you. (1:22) How to immediately avoid the ‘Pete Carroll’ approach to planning your retirement. (3:03) The biggest mistake in managing your investments and how to find the companies that compliment your retirement goals. (8:20) What a properly diversified portfolio needs for protecting your assets and sustaining a successful retirement. (10:40) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 16 min
    How much of my income should I save for short term savings?

    How much of my income should I save for short term savings?

    Knowing how to manage your money and make it last is essential in any financial plan. And while putting cash aside might seem ‘pretty easy,’ there are necessary steps for managing your own (without sabotaging your retirement funds).
    Whether your goal is to save for your next trip, buying a new home, or even “just to have cash on hand,” you can still live the life you want today while ensuring your income for tomorrow.  
    In this episode, I discuss why financial planning doesn’t have to be ‘all or nothing’ in your budgeting - and how the right strategy protects your portfolio for decades to come. 
    Show Highlights Include:
    How the ‘Diderot Effect’ steals from your savings and what you can do to successfully manage cash flow in the future. (1:20) How to accurately define your money goals and where the 70/30 rule plays a part in your cash-saving strategies today. (4:25) How to avoid ‘tunnel vision’ while saving for the next big thing and still live the life you want (without ignoring any bills or lingering debt in the process). (9:50) Why your financial plan is like designing a car and the investments you need for protecting your lifestyle and preserving your income (without facing engine failure down the road). (16:02) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 21 min
    Why insurance is important

    Why insurance is important

    While many of us find the topic of life insurance one that is ‘complicated and expensive,’ it couldn’t be further from the truth. If you consider what it means for your family, the right life insurance plan helps loved ones in your absence and protects the assets you’ve worked your life for.
    Death often comes is unexpected - that’s a fact. But designing a plan that works with your portfolio only makes day-to-day living easier for the people you care about and gives you peace of mind. 
    In this episode, I discuss how to overcome the stigmas of life insurance and why you should be using it as a financial tool for your family today. 
    Show Highlights Include:
    Plato’s understanding of the human mind and what it means for how our emotions impact the life insurance decisions we make. (1:40)

    What a near-death experience reveals about your life insurance and how to immediately take the financial pressure off your community and family members. (6:08)

    How the LIMRA study strips any stigmas of life insurance being “too expensive” and the three factors that determine what you pay today.  (12:30)

    How risk management helps you chooseplays a role in your life insurance and designning a plan that preserves your assets and protects your family for generations to come. (15:02) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 21 min
    Pension Planning 101

    Pension Planning 101

    Planning the retirement you want starts with understanding how your pension plan fits into the ‘big picture.’ And without those overtime hours and biweekly paychecks, how will you protect the money you worked so hard for? Or know you have enough to support and feed your family?
    In this episode, I discuss what happens when you move from active duty to retirement, and how a pension plan supports the transition with the most cash flow and the least amount of risk. 
    Show Highlights Include:
    The “Project 523” path to protecting your years of dedicated service and preserving your pension now. (3:00) How to live a comfortable retirement without penny-pinching or counting vacation hours (no matter what changes in the economymarketplace). (9:00) How a pension plan protects your family for the ‘worst-case scenario,’ and why insurance plays a role in safeguardsding your assets for generations to come. (17:40) What the Catch-22 author reveals about the ‘traps’ of your pension planning today. (22:00) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 27 min
    3 Things an investment plan should have

    3 Things an investment plan should have

    When it comes to growing your wealth and protecting your savings, there are three things every investment plan needs. 
    And not only will these things help you in the future, they’ll let you live comfortably right now too. Financial planning shouldn’t affect the life you live today, nor should it drown you in expenses later. 
    In this episode, I discuss the wealth-building tactics that contribute to a successful portfolio and the risks you can avoid for a peaceful retirement. 
    Show Highlights Include:
    The “Tommy Lasorda” approach to putting together the perfect investment plan today. (3:00) How to avoid risky equities and scale your wealth sustainably for a stable retirement. (5:01) The investments your plan needs for creating income and growing it exponentially in the near future. (9:42)  How to set goals that make your money grow and protect your family’s assets immediately. (11:15) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

    • 19 min

Customer Reviews

4.9 out of 5
8 Ratings

8 Ratings

LeePettet ,

Pension attention

This podcast is amazing and very informative

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