One Capital Managing Director and Partner Brad Barrett talked with Jeremy Keil on the Retirement Revealed podcast: Avoid These Mistakes: Securing the Right Retirement Path with Brad Barrett.  

Brad shared what he’s learned in two decades of helping clients plan and invest for their retirement goals, including:

• What should be part of your retirement plan: why it’s important to consider both quantitative and qualitative factors.
• How financial advisors can add value in retirement planning and why some people avoid reaching out to an advisor.
• What to look for in an advisor: three qualifications to keep in mind and why a fiduciary is just the first step.
• What you can and can’t control in retirement.
• Brad’s best advice when it comes to Social Security.

One of Brad's key tips is to know where you want to go. “You should have the destination in mind." he said. "And if you don’t, seek counsel and make sure you find that because that’s what going to help you actually succeed.”

Listen to the full episode (and find a review of the six of the questions and answers covered in this episode).

Discussions between OCM advisors and subject matter specialists, who are not affiliated with One Capital Management, do not necessarily reflect the views of One Capital Management. The views expressed by the specialists are their own. The information provided is for educational purposes only and does not constitute, or intend to be, investment, legal, accounting, estate planning, or tax advice. The opinions expressed should not be considered as recommendations of an investment strategy. Information and opinions are subject to change without notice. Investment decisions should be made after careful consideration with a qualified professional of individual risk tolerance, investment goals, and overall financial situation. This should not be considered as a solicitation to buy or an offer to sell securities. Investing involves risk. Principal loss is possible. Past performance does not guarantee future results. Advisory services offered through One Capital Management, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission.