Managing Director and Partner Brad Barrett talked with Josh Felber on the Making Bank podcast: The Financial Therapist: How To Keep Emotions Out of Investment Decisions.

Brad talked about:

• The challenge of staying disciplined and motivated.
• The pros and cons of do-it-yourself investing.
• How an advisor can help you manage your emotions and be an accountability partner.
• The importance of taking the first step toward your financial future.

“Whatever endeavor someone’s looking at doing—whether it's investing, building wealth, paying debt off, starting, creating, or building a company—it’s taking that first step that matters,” Brad said.

Listen to the full episode or read the transcript. (You can also find it on YouTube).

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.