Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

If you’ve ever wondered whether to trust your life savings to a warm-blooded human in a suit or a cold, unblinking algorithm that dreams in ones and zeros, you’re not alone. On one hand, financial advisors can offer a reassuring smile, a firm handshake, and occasionally a story about “that one time in ’08.” On the other, AI doesn’t need coffee breaks, doesn’t judge your avocado-toast spending habits, and can crunch more numbers in a second than your accountant has in their lifetime. But when it comes to growing your money, which one will actually have you sipping cocktails on the beach instead of eating instant noodles in retirement?

On this week’s episode, Brad stands up for all his CFP brethren and states his case to why human financial advisors will always win out over the AI insurgence.

Show Highlights Include:

• Numbers Vs Nuisance (04:00)

• Behavior Beats Brilliance (6:00)

• Planning Is Personal (10:15)

• Tools Vs Trust (12:30)

• Do We Actually Trust Ai (17:30)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Let’s face it—keeping your money safe these days feels a bit like guarding a cookie jar in a room full of toddlers hopped up on sugar. We’ve heard the horror stories: from people who clicked one “urgent” email and ended up buying a broken-down lawnmower in Latvia, to those who thought “123456” was a solid password choice (spoiler: it’s not). Hackers and scammers are out there, lurking behind fake login screens and suspicious phone calls, just waiting to turn your savings into their vacation fund. But don’t panic!

On this week’s episode, we’re handing out some simple—and seriously effective—tips to help you keep your accounts safer than a pork sandwich at a vegan barbecue.

Show Highlights Include:

• They Scammed My Grandma! (00:45)

• Credit Cards Over Debt Cards (4:30)

• Don't Use All The Same Passwords (8:15)

• Don't Use Unsecured WiFi (14:45)

• Check Those Accounts (17:30)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Picking a financial advisor shouldn’t feel like a blind date with your retirement on the line—but for many people, it kind of does. You sit across the table, nodding along as they throw around words like “diversification” and “risk tolerance,” while you silently wonder if they actually get you—or if they just really like spreadsheets. The truth is, a good financial advisor should be asking the right questions, not just selling you a cookie-cutter plan.

On this week’s episode, we’ll help you figure out if your advisor is The One (financially speaking) by giving you six questions they should be asking—because if they’re not, it might be time to swipe left.

Show Highlights Include:

• Communication With Your Advisor (5:30)

• Can You Tell Me About Yourself (7:15)

• Talking About Your Pain Point (9:00)

• How Will You Use Your Assets (13:10)

• How Much Is Enough (15:45)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett