Brad Barrett: ‘Start With a Small Win’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 21 March 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The podcaster and blogger discusses what financial freedom means to him, his thoughts on safe withdrawal rates, and travel tips and hacks.

Transcript

Click on a timestamp to play from that location

0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York. Purchase New York.
0:26.3	If you're looking for even more investing insights data and analysis,
0:30.5	join us at this year's Morning Star Investment Conference, April 25th to 27th in Chicago.
0:36.1	We have a great agenda this year featuring top financial minds
0:39.3	from economists like former U.S. Secretary of the Treasury Larry Summers to corporate finance
0:44.6	and valuation guru, Oswath Demoteren, and retirement planning expert Wade Fow. There's
0:50.3	something for everyone looking to tackle the challenges and opportunities for investors in the current market.
0:56.4	We're in person only this year, so check out the link in our show notes to register.
1:00.9	We'll see you in Chicago.
1:02.8	Please stay tuned for important disclosure information at the conclusion of this episode.
1:08.8	Hi, and welcome to the Longview.
1:10.2	I'm Jeff Battack, Chief R chief ratings officer for Morningstar Research Services.
1:14.3	And I'm Christine Ben's director of personal finance and retirement planning for Morningstar.
1:18.9	Our guests on the podcast today is Brad Barrett.
1:21.4	Brad is the co-founder of ChooseFI, which is a website focused on achieving financial independence.
1:29.4	With Jonathan Mendonza, Brad is co-hosts of a popular podcast, also called ChooseFI. Brad received his bachelor's degree in accounting from
1:35.0	the University of Richmond and became a CPA. He practiced public accounting for years and eventually
1:40.7	achieved financial independence by age 35. Brad is passionate about all aspects of personal finance,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.