It feels like there is an economic challenge around every corner this year. With inflation, supply chain issues, conflict around the world and much more, many people are not sure what to do to protect their financial portfolios.
This week, Brad provides helpful tips to protect your nest egg whether you are still working or nearing retirement.
Listen now.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
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Why YOU Need a Financial ADVISOR
Why PLANNING is so Important
A Tale as Old as Time... Timeless Investing Strategies
Fighting Fear in Investing
How You Know Its Time To Retire
Why Integration Matters
Perspective - Ukraine/Russia Conflict
5 Questions Around Money Everyone Should Know
Russia. Inflation. Interest Rates - Managing Risk in 2022
Looking Ahead in 2022 - OCM Playbook
What's Your Why? Understanding Your Money
Inflation Insulation: How to Protect Investments from Inflation
Johnny Paycheck and Wage Growth: Why It Matters For Your Portfolio
The 6 Sins of Money and Investing
Taking Perspective
Probabilities of Success
How Much is Enough?
New Year, New You: Financial Planning Resolutions
Behavioral Finance 101
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