Business:Investing
How much would you pay for advice? Oddly enough, many people will spend large sums of money on people and things, hoping to improve their lives but will focus less on financial advice.
Today, Brad breaks down the 3 components of wealth management and discusses how our own biases can hold us back when it comes to return on investments.
Listen now.
Show Highlights Include:
- An Open Heart. (1:59)
- Where The Rubber Meets The Road. (4:53)
- Quantifiable & Unquantifiable. (6:49)
- Wealth Management Has 3 Legs. (12:44)
- Guidance When It is Needed Most. (19:06)
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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