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Contenido proporcionado por Brad Barrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brad Barrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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3 Financial Life Phases

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Contenido proporcionado por Brad Barrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brad Barrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours could help you plan much better.

On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom.

Listen now.

Show Highlights Include:

  • Financial Planning Is Like The Changing Seasons. (2:10)
  • The Build And Grow Phase. (8:25)
  • The Transitional Phase. (9:45)
  • The Distribution And Deployment Phase. (11:57)
  • Always Plan For The Next Phase. (13:29)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

100 episodios

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on January 06, 2025 17:10 (20d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 371127430 series 2903265
Contenido proporcionado por Brad Barrett. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Brad Barrett o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours could help you plan much better.

On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom.

Listen now.

Show Highlights Include:

  • Financial Planning Is Like The Changing Seasons. (2:10)
  • The Build And Grow Phase. (8:25)
  • The Transitional Phase. (9:45)
  • The Distribution And Deployment Phase. (11:57)
  • Always Plan For The Next Phase. (13:29)

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.

SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show

  continue reading

100 episodios

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