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Ep 153: How to Choose a Financial Advisor with Brad Barrett

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Manage episode 363452565 series 2790882
Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, financial expert Brad Barrett shares his extensive knowledge and experience to guide viewers on how to choose the right financial advisor. As a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets, Brad has almost 20 years of experience in the financial services industry. In his weekly YouTube, Podcast, and Radio Show “Make Your Money Matter,” Brad is passionate about educating investors and empowering them to make better decisions with their money. He is also a sought-after public speaker and author of the book “Retire Right,” which serves as a guideline to aligning goals and objectives for investment and financial planning. With his expertise and insights, Brad helps viewers understand the importance of finding a trustworthy financial advisor and provides practical tips for making an informed decision. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
  continue reading

197 episodes

Artwork
iconShare
 
Manage episode 363452565 series 2790882
Content provided by Next-Level Income and Chris Larsen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Next-Level Income and Chris Larsen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode, financial expert Brad Barrett shares his extensive knowledge and experience to guide viewers on how to choose the right financial advisor. As a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets, Brad has almost 20 years of experience in the financial services industry. In his weekly YouTube, Podcast, and Radio Show “Make Your Money Matter,” Brad is passionate about educating investors and empowering them to make better decisions with their money. He is also a sought-after public speaker and author of the book “Retire Right,” which serves as a guideline to aligning goals and objectives for investment and financial planning. With his expertise and insights, Brad helps viewers understand the importance of finding a trustworthy financial advisor and provides practical tips for making an informed decision. Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com
  continue reading

197 episodes

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