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Pension Attention

Pension Attention

109 episodes — Page 3 of 3

The 2023 Housing Outlook and 10 Money Rules to Live By

For the past two years, the housing market has been a roller coaster ride. We have seen interest rates drop and prices soar to levels not seen in years and subsequently, rise and fall in the same fashion. Which brings us to the beginning of 2023... So, what happens now? In today's episode, Brad gives us a housing outlook on the year, which may not be what you would expect. Plus, 10 money rules to live by to jumpstart your new year. Listen now. Show Highlights Include: Road Trips Are A Commodity (3:23) Summing Up A Rough 2022 (5:58) Housing Sector Woes (7:56) The REAL Affects Of Interest Rates (12:41) Brad's 10 Money Rules To Live By (16:15) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Jan 5, 202322 min

Why Men Wait To Christmas Shop

Why do so many men wait until the last minute to do their Christmas shopping compared to women? Although not meant to generalize gender stereotypes, there is interesting, yet humorous research on this topic. In today's holiday episode, Brad takes us through a fun article that tackles the subject of why men procrastinate with last minute shopping and how it relates to procrastination when it comes to our financial planning. Listen now. Show Highlights Include: The Holiday Shopping Study. (3:20) Why Do Men Procrastinate? (7:47) The Value Of What We Give. (9:15) Money Is The Essential Time Management. (14:41) A Big Thank You To Listeners. (18:15) SOURCE: https://www.forbes.com/sites/nicolefisher/2019/12/24/the-psychology-of-why-men-wait-until-christmas-eve-to-shop/?sh=1ea063ae7dd1 To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Dec 22, 202222 min

Never Outrun a BEAR MARKET

Predicting stock values is tough for anyone at any time of year, but after a year like 2022, it can be even tougher. As we head into 2023 with a bear market on our heels, it can make many of us panic. In this week's episode, Brad shares his knowledge on what we should and should not do when faced with a bear and how having a solid team of support gives the best chance for success. Listen now. Show Highlights Include: Can We Predict Stock Values For 2023? (2:45) Should You Keep Investing? (6:10) More Rate Hikes Are Coming. (8:33) Understanding Michael Jordan's Greatness. (10:48) Never Try To Outrun A Bear. (15:25) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Dec 13, 202217 min

Year End Checklist 2023

It has been quite a year... and for many people, there is still uncertainty when it comes to the economy and looking toward 2023. However, many of us can misinterpret what we read and hear as it pertains to economic data points. In today's episode, Brad breaks down those important data points and shares his 2023 planning tips, encouraging us all to not get captured by our own narrative. Listen now. Show Highlights Include: Accessing Information At Our Fingertips. (1:42) Recession Outlook, Recovery And Shinsplints. (3:35) Misinterpreting Media Data Points.(7:18) Do Not Get Captured By Your Own Narrative. (11:10) Brad's Year End Planning Tips. (15:06) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Dec 6, 202220 min

4th Quarter Financial Playbook 2022

We are nearing the end of the fourth quarter in 2022 and we have learned quite a bit this year. Inflation is high, the stock market has been bonkers and unemployment is low. And for many, the fear of the unknown still lies ahead. In this episode, Brad reveals interesting data points in this latter part of the year which could come as a shock... some good and some bad. However, we must remember that discipline wins out, even over our own motivations. Listen now. Show Highlights Include: Sweeping Conclusions Of The Economy (3:20) Interest Rates And Profit Growth. (6:24) Discipline Wins Out Over Motivation.(9:25) Important Data Points in the 4th Quarter. (11:50) Inflation Is Moving The Needle. (19:07) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Nov 29, 202223 min

Giving Thanks in 2022

Political arguments pop up around Thanksgiving dinners all over America. But the point of Thanksgiving is to come together despite our differences. Dating back to the first ever Thanksgiving, it's been a celebration that we all benefit from... COMING TOGETHER, especially when we disagree. The truth is, you can't have financial freedom without political freedom. And that means caring for and defending others you disagree with. In this episode, you'll discover the true importance of Thanksgiving. And how you can get along with other people in your family despite your differences. Listen now. Show Highlights Include: How the first Thanksgiving helps you avoid pointless political fights with your family over the holiday season. (4:23) Why Thanksgiving helped America reunite after the Civil War. (6:20) How inviting your friends to your Thanksgiving feast makes you feel even more grateful. (7:45) Why caring for and defending others is the foundation of our great nation (even when you disagree). (9:42) How political and financial freedom go hand in hand to help you thrive. (12:27) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Nov 23, 202219 min

Midterm Investing After Midterm Elections

As the dust settles from the midterm election, we are no further in completely understanding where the market will turn. This has many asking the question: What will the market's performance be following peaks in inflation? In this episode, Brad gives a historical lesson on the fourth quarter following midterm elections as it relates to the market. The data may surprise you! Listen now! Show Highlights Include: Midterm Elections And A Fourth Quarter History. (2:18) Performance Following Peaks In Inflation. (4:42) The U.S Economy Is In A Strange Place.(7:30) We Are The Market. (13:01) Does This One Sector Indicate We Are Headed For A Recession? (16:06) To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Nov 9, 202221 min

Worried About Your Investments?

If you are worried about your money heading toward retirement, you are not alone. A popular poll suggests that 77% of pre-retirees are worried about a recession. On today's podcast, Brad takes us through some very eye-opening stats that may not sit well with everyone. However, we are reminded that it is much worse in our imagination and that having a plan and staying disciplined is the key. Listen now. Show Highlights Include: Waiting Is Hard But Regret Is Worse. (3:10) Beneath The Chaos, Is Simple Truth. (5:53) You Have EARNED Your Pension.(8:08) These Stats May Shock You. (10:55) Parting The Red Sea. (14:33) We Suffer More In Our Imagination. (17:44) Source: https://www.yahoo.com/now/kiplinger-athene-poll-retirees-worried-131753028.html To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

Oct 25, 202223 min

Investing and Baseball: The Umpire of Economics

Oct 18, 202220 min