We all should have written goals and then the plans to achieve them, yet for some reason few of us do.

Most people fall into 3 categories of planning. Which one are you?

In this episode, Brad explains how planning comes before doing and in a way, planning creates a blueprint for potential success. It increases the odds that if we follow our plan, we’ll enjoy success.

Listen now.

Show Highlights Include:

  • The Make Your Money Matter Youtube Show (:30)
  • Getting to know Brad (:50)
  • The bankruptcy of MCI Worldcom and how it affected Brad. (1:30)
  • Building the frame of your investment plan. (7:30)
  • The Harvard study on planning and goal setting. (11:35)
  • 3 categories of planning that most people fall into. (14:16)

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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