Imagine a retirement without age limits—a life where financial freedom dictates the transition.
In this episode, Brad and Felicia redefine retirement as achieving sufficient assets for one’s desired lifestyle, regardless of age.
Brad M. Barrett, CFP® is a Managing Director and Partner at One Capital Management. He is the host of Make Your Money Matter, the show that aims to change the way we think about financial advice, so you can make better decisions
Felecia Froe, MD is a licensed urological surgeon with over 20 years of experience. She is the owner of Money With Mission, an investment company focused on empowering professional women to build wealth and achieve financial freedom through social impact investing.
00:00 – Introduction
04:29 – From Bank Teller to Financial Planner
11:15 – The Power of Collaboration and Expertise
18:21 – Empowering Women’s Financial Independence
25:25 – Retire Right: Navigating the Descent to Financial Freedom
31:16 – Mitigating Investment Risks
41:54 – Connect with Brad M. Barrett
Make Your Money Matter | with Brad Barrett
Website: https://www.youtube.com/channel/UCCU8tS_dfrcih-71sD-o5_g
Linkedin: https://makeyourmoneymatter.libsyn.com/
Be the Boss of Your own Money and Own Your Future.
Connect with us and Discover Investment Strategies Designed to make a Difference.
Website: https://moneywithmission.com
Linkedin: https://www.linkedin.com/in/moneywithmission
Quotes:
“If you navigate investments and taxes, and maintain discipline, you will reach a destination—the specific number that grants you the ability to retire and embark on the next fulfilling season of your life.” – Brad M. Barrett
“If you’re going to diversify your portfolio, you want to diversify how you own them. So it’s not always what you own, but how you own it.” – Brad M. Barrett
