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.

In this week’s episode, Brad unpacks the groundbreaking impact of the Big Beautiful Bill that was just passed. He breaks down what this sweeping legislation means for Americans, with a focus on how it could reshape financial planning, taxation, and long-term wealth strategies. With over 20 years of experience guiding clients through legislative shifts, Brad offers a clear, practical perspective on how to navigate the changes—and seize the opportunities—that come with this bold new law.

Show Highlights Include:

• The Extension of the Tax Cuts (3:00)
• Tips and Overtime (4:30)
• S.A.L.T. (6:00)
• National Debt (8:00)
• What You Should Be Doing (9:30)

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 dives into the digital depths of the dark web to face off against cyber-hackers trying to scam you out of your hard-earned cash. With a couple keystrokes they can empty retirement accounts and ensure you spend your golden years in the poor house. Don’t worry, though — you don’t need to suit up in turnout gear and a bulletproof vest to protect your finances. We’ve got 6 essential tips to keep your retirement accounts safe from digital disasters, shady scammers, and heartless hackers.

Show Highlights Include:

• Scammed Out Of Billions! (1:45)

• Having Someone On Your Side (2:45)

• Scam Red Flags (5:00)

• Brute Force Attacks (6:50)

• Monitor Activity Regularly (8:50)

Listen Now!

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.

In this week’s episode, Brad delves into the vital topic of teaching children about financial responsibility. He emphasizes why starting early can have a lasting impact on their future and outlines practical approaches that parents can implement at different stages of a child’s development. Drawing on over two decades of experience advising clients—and lessons learned from raising his own children—Brad offers real-world strategies to help families build a strong financial foundation for the next generation.

Show Highlights Include:

• Start Slow But Start Early (6:30)
• Be Honest (8:30)
• Values Not Figures (10:30)
• Family Goals (13:30)
• Do It Together (15:00)

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