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Pension Attention

Feb 22, 2023

There is much to learn from 2022 as it relates to the 1st quarter of 2023. In doing so, our brain trust here at One Capital Management has completed the first quarter financial playbook.

In this episode, Brad reveals interesting data points in the first part of this year which could come as a surprise... some good and...


Feb 15, 2023

It's everyone's favorite time of the year... TAX SEASON! And for some, tax season presents many challenges... some old and some new. But there could be light at the end of the tunnel.

In this episode, Brad shares 3 very important frames of reference you should be discussing with your tax preparer. Plus, a little...


Feb 7, 2023

Why do many people feel more secure holding onto cash? Is it  upbringing or something learned from someone else? What if you were told that holding your cash could be costing you money?

In this episode, Brad discusses what you can do if you are sitting on cash and the options you have to make it to work for you.

Listen...


Feb 2, 2023

One of the largest financial topics hitting the media today is the budget deficit. Currently, it is on an unstable path but being careful not to fall for false narratives is important. So, what should we do?

In this week's episode Brad gets to the root of the problem as it relates to the debt ceiling, as well as...