share

informed decisions blog

Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270

August 22, 2023

In this week's podcast, Paddy has a fantastic chat with Brad Barret the MD of a $5Bn planning firm.

Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs.

In addition, he oversees the firm's Retirement and Corporate Services practice. His firm manages nearly $5 Billion dollars for thousands of families across the United States and abroad. 

Brad is the author of, Retire Right: Secure the Right Path to Your Retirement here is the link to his book on Amazon, and here is a link to his website

He is also the host of two podcasts, Make Your Money Matter and Pension Attention.

Make Your Money Matter with Brad Barrett

Key topics include:

  • Favourite part of being a financial advisor
  • Stork theory
  • Personalising the approach for each client
  • Making your money matter
  • Approaching giving

I hope you find it helpful!

The Psychology of Money: Timeless lessons on wealth, greed, and happiness

Disclaimer

The content of this site including blogs and podcasts is for information purposes only. Everybody’s financial situation is different and the content we share on our site and through podcasts may not be applicable to you. 

The articles, blogs and podcasts are not investment advice. They do not take account of your individual circumstances, including your knowledge and experience and attitude to risk. Informed Decisions can’t be held responsible for the consequences if you pursue a course of action based on the information we share

You may also like...

Why Indexing Still Wins for Long-Term Investors and Pension Holders
March 24, 2025

Why Indexing Still Wins for Long-Term Investors and Pension Holders

find out more
Best Pension Option For Self-Employed Directors in Ireland (in 2025!)
March 10, 2025

Best Pension Option For Self-Employed Directors in Ireland (in 2025!)

find out more
Rental Income Tax Planning with Brendan Allen
March 3, 2025

Rental Income Tax Planning with Brendan Allen

find out more

Retired or close to it?

Informed Decisions are one of Ireland’s only remaining independent financial advice firms. We specialise in retirement & investment planning for successful individuals, so that our clients only have to retire once.

Retire Successfully • Reduce Taxes • Invest Smarter

Find out how we can help...

Our Process