When was the last day you didn't find yourself contemplating money at least once? It seems that, irrespective of who you are, the concept of money has inevitably woven itself into your daily thoughts, presenting itself as an essential consideration. In this episode, Sharlee Dixon speaks with Brad Barrett. Brad serves as the Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm overseeing $5 billion in assets. With an extensive background of nearly 20 years in the financial services industry, his primary focus is on enhancing investor education. Possessing the heart of a teacher, Brad shares his wealth of knowledge and experience through his weekly YouTube, Podcast, and Radio Show, "Make Your Money Matter." Brad has educated numerous individuals nationwide, guiding them in their financial planning for freedom. Brad’s book "Retire Right" provides a practical guide to investment and financial planning. Brad holds a bachelor's degree in Economics and Political Science from Arizona State University and is recognized as a Certified Financial Planner and a member of Kingdom Advisors. We’re excited to have Brad Barrett with us today to discuss money wounds and financial therapy.
For more information about One Capital Management and Brad Barrett, please visit: https://onecapital.com/index.html
To learn more about Make Your Money Matter with Brad Barrett, please visit: https://onecapital.com/makeyourmoneymatter.html
Connect with Make Your Money Matter with Brad Barrett on YouTube, please visit: https://www.youtube.com/@makeyourmoneymatter
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