Embrace Financial Freedom Beyond Age with Brad M. Barrett

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

Share:

Facebook
Twitter
Pinterest
LinkedIn

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Posts

ICYMI: Money Tales: Money’s Everywhere with Dr. Felecia Froe

In this ICYMI conversation, Dr. Felecia Froe sits down with Sandi Bragar and Cammie Doder on the Money Tales podcast to trace the money narrative that shaped her from childhood all the way to founding Money With Mission. She opens up about watching her mother stay in a domestic violence relationship for financial reasons, the credit card mistakes she made in medical school, and how she used the CASHFLOW 101 game to teach her own daughters about money years before most parents even start the conversation. Felecia also walks through the deal that changed everything: a patient named Jamie who challenged her to buy her first real estate property and removed all the risk in doing so.

Foundations #10: You’re Not Bad with Money

You’re not bad with money. In this Foundations episode, Dr. Felecia Froe speaks directly to every woman carrying the belief that she’s somehow failed at money, whether she’s avoided her finances for years, watched a high income never translate into confidence, or is still making sense of a setback that shook her trust in herself. Felecia reframes the whole story: what looks like carelessness is actually overwhelm, what looks like incapability is actually a lack of preparation, and what looks like personal failure is actually a systemic failure.

ICYMI: How to Invest When You’re Scared (Because Everyone Is) with Dr. Felecia Froe

Felecia Froe became a urologic surgeon after succeeding in medical school and urology residency. Somehow she knew this wasn’t the last thing she would ever do. Her mind as rewired about the idea of money after reading Rich Dad Poor Dad by Robert Kyosaki. In this ICYMI conversation with Mary Katherine Johnson of Planet Wealth, Felecia traces her path buying 18 properties in two years, losing nearly everything in the 2008 crash, and rebuilding into a social impact investor who’s now running sober living homes and fighting food deserts. She gets honest about the fear that doesn’t fully go away, even after decades of deals, the mindset shift from working for money to making money work for you, and why she believes no woman should ever feel financially stuck in a job or relationship.