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Podcast: Informed Decisions Independent Financial Planning & Money Podcast
Episode: Talking Personal Finance with Brad Barrett – A $5Bn Planning Firm MD #270
Description: In this week's podcast, Paddy has a fantastic chat with Brad Barret the MD of a $5Bn planning firm. Brad is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firm's Retirement and Corporate Services practice. His firm manages nearly $5 Billion dollars for thousands of families across the United States and abroad. Brad is the author of, Retire Right: Secure the Right Path to Your Retirement - here is the link to his book on Amazon, and h...