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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