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Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270

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Manage episode 374921285 series 1258775
Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

307 에피소드

Artwork
icon공유
 
Manage episode 374921285 series 1258775
Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

307 에피소드

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