Meeting with a financial advisor for the first time can feel intimidating—but it doesn't have to be. In this video, we walk you through exactly what to expect in your first meeting and how to show up prepared so you can get the most value from the conversation.

Watch us while we go through two live discovery meetings with Brad because whether you're just starting your financial planning journey, looking to grow your investments, or preparing for retirement, knowing how to prepare for your first meeting can save you time, money, and stress.

Must Watch Moments:

• Step One Is Going Through Your Personal Details (3:00)

• Feeling Comfortable With Who You're Talking To (6:00)

• Going Through Debt To Create A Net Worth Statement (10:00)

• Know Rough Values Of Your Assets (13:30)

• Have A Good Idea Of Your Goals You Want To Achieve (19:15)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Are money problems ruining your relationships?

Money is one of the top reasons couples argue and break up, and ignoring early warning signs can lead to long-term financial stress, debt, and relationship conflict. Whether you're dating, engaged, or married, recognizing these financial red flags early can help you protect your future.

In this video, we break down the 5 biggest financial red flags in relationships that could signal serious trouble ahead.

Must Watch Moments:

• Second Financial Red Flag Is Overspending (4:15)

• Trust Should Be A Cornerstone Of The Relationship (7:15)

• The Fourth Is Refusing To Talk About Finances (10:30)

• Fifth Red Flag Is Having No Savings (14:15)

• Some Tips To Help You Deal With Financial Red Flags (19:15)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Learning how to read your stock portfolio is one of the most important skills for beginner investors. If you've ever opened your investment account and felt confused by the numbers, percentages, and charts, you're not alone. That's why Brad's teaching us how to read a stock portfolio in simple terms that even we can understand.

Whether you're new to stock market investing, building your first investment portfolio, or just trying to better understand your brokerage account, this beginner-friendly guide will help you read your portfolio with confidence.

Show Highlights Include:

• Understanding The Bid Ask (3:00)

• What Market Cap Means (4:30)

• Why Earnings Per Share Matters (8:30)

• How The PE Ratio Works (9:15)

• Why Enterprise Value Is Important (12:15)

And just a heads up...in this one we use a lot of visuals so check out the link below and watch for the full experience!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett