The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

On this week’s show, Brad dives into the world of AI—how it’s transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it’s not in your corner the way an advisor is. Brad explains why that still matters when it comes to managing your portfolio.

Show Highlights Include:

• Numbers vs. Nuance (2:30)
• Data vs. Context (3:30)
• Behavior Beats Brilliance (4:30)
• Planning Is Personal (6:00)
• Tools vs. Trust (7:30)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

On this week’s show, Brad breaks down the six essential questions every good financial advisor should ask. He dives into the what's, why's, how's, and when's—giving you the tools to set yourself up for financial success.

Listen Now!

Show Highlights Include:

· Asking About You (5:00)

· What Do You Have? And Why? (7:00)

· How Will You Use It? (11:00)

· When Will You Use It? (15:00)

· How Much? (18:00)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.

On this week’s show, Brad breaks down the top four reasons most financial advisors avoid recommending these assets. From high volatility and elevated risk to unproven track records, he explains why many advisors choose not to manage or endorse them for their clients.

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Show Highlights Include:

· Our Preconceived Notions (1:30)

· High Volatility (9:00)

· Lack of Regulation (10:00)

· Unproven Track Record (10:30)

· Advisors Concerns About Risky Assets (11:15)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.