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Sisällön tarjoaa Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270

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Manage episode 374921285 series 1258775
Sisällön tarjoaa Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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!

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

  continue reading

299 jaksoa

Artwork
iconJaa
 
Manage episode 374921285 series 1258775
Sisällön tarjoaa Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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!

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

  continue reading

299 jaksoa

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