Emerging Professionals
Personal Finance 101…
The power of "planning"…
Join us for an informative, interactive, and fun journey through the basics of personal finance. We will focus on 4 key topics, breaking them down in easy to understand language. Brad will walk you through real-life examples as well as the best tools to get started on improving your money results.
At the core is embracing the power of the word "…planning".

These sessions are $100/hr, and can also be open agenda to cover the realities and need of the moment.
The Magic of Compounding
Why starting early (or now) is the most important thing to growing your investments.
Investing Basics
Demystifying Mutual Funds, ETF's, Indexing, and how to choose.
How to Properly Use Credit
Learn how to optimize your credit score and how wealthy people use credit.
Confirming your Investment Base
Simplify getting on track and continuing your journey with this 3 step process.
Intermediate Personal Finance…
The power of "more planning"…
These sessions go a little deeper into personal finance. Still highly interactive, we will extend the concepts in the earlier class and develop a good understanding of taxes, brokerages (Fidelity, Vanguard, M1, etc.), diversification, and the all important topic of ‘money psychology’.
At the core is embracing the power of the word "…more planning".

These sessions are $100/hr, and can also be open agenda to cover the realities and need of the moment.
Investing and Trading Platforms
Comparing online banking brokerages like Robinhood, Fidelity, M1 and Facet.
Understanding Taxes
All wealth creation must deal with taxes. We'll break down in detail the three major account types.
Electronic Traded Funds Deep Dive
This session covers how to find the top ETF's in any category. You'll understand why expense ratios, classifications and returns are critical.
Psychology of Money
Here we cover how wealthy. people think and use money (hint… they focus on buying assets and not liabilities).
Let's Connect
Schedule a Session
Book your free 30-minute chat to discuss your goals and how we might partner together.
Reach me at ​bradtalksfinance@gmail.com ​with your thoughts.
Connect with me on LinkedIn for a bit more information.