Brad

Brad Barrett

I help People Build Wealth, & Unlock Options 1 simple step at a time

After years in public accounting as a CPA, Brad reached financial independence at the age of 35 through diligent savings and investing. Brad Is passionate about everything from saving money, to living a more healthy lifestyle, to ‘boring’ things like tracking your finances and cutting down on your tax bill. But his favorite topic is leveraging credit card rewards to save more money, and take trips you never would have dreamed possible for pennies on the dollar.

Latest PodcastEpisodes

Travel Builds Connections and Unlocks Rewards
— Dec 16, 2024

Travel Builds Connections and Unlocks Rewards

Travel Builds Connection and Brad shares how his 23-day trip to Asia reshaped his understanding of connection, gratitude, and the power of taking risks. Dive into stories of unexpected friendships, shared humanity, and personal growth through travel. Get practical tips on maximizing your travel experiences and insights into upcoming changes for Southwest flights
Beyond Numbers at the Bali Retreat
— Dec 09, 2024

Beyond Numbers at the Bali Retreat

The recent Five Freedom Retreat in Bali served as a profound space for transformation, where attendees delved into the essence of community and personal growth. With stories that transcended financial discussions, participants like Mark Trautman and Viji Evers shared heartfelt experiences that highlighted the importance of designing a balanced life enriched by connection. This episode captures the spirit of mentorship and camaraderie, as attendees reflect on their journeys toward financial independence.
Back to Basics: Finding Balance in Financial Independence
— Nov 25, 2024

Back to Basics: Finding Balance in Financial Independence

Kyle and Jamie Holmson paid off an astounding $123,000 in medical student loans within just three years, all while balancing a waitress’s salary and a resident’s income. Their journey illuminates the significance of adopting simple, practical approaches to finances, prioritizing essential relationships, health, and enjoyable experiences. Financial Independence is not just a destination but a fulfilling journey.
Fit Rich Life
— Nov 11, 2024

Fit Rich Life

Justin David Carl shares his transformative journey from $80,000 in debt to financial independence. Through a growth mindset and a focus on tracking, he unlocked both financial and fitness success. Justin's story emphasizes the importance of community and accountability while highlighting critical principles for growth.

Latest Articles

EconoMe 2024 Lifehack Wall
— Mar 28, 2024

EconoMe 2024 Lifehack Wall

During the recent EconoMe 2024 conference, attendees were encouraged to write "LifeHacks" onto post-it notes and stick them to the wall. At the end of the conference, I volunteered to clean...
The Necessity for Identity Capital
— Feb 06, 2024

The Necessity for Identity Capital

In this episode: Roth IRA conversion ladder, starting with the end in mind, investing for growth or stability, and retirement planning.

Latest Newsletters

Simplifying Life, Everything File, Q3 Net Worth plus Community Wins
— Oct 01, 2024

Simplifying Life, Everything File, Q3 Net Worth plus Community Wins

Stop Donating Cash: Here's a Smarter Way to Give to Charity Most people give cash to charity, but there’s a better strategy—donate appreciated stocks or mutual funds instead! By donating shares with unrealized gains (like stocks worth more now than when you bought them), you can avoid capital gains taxes and give the full value of the asset to your favorite cause.
Four Things I Shared with Friends This Week plus Community Wins
— Sep 24, 2024

Four Things I Shared with Friends This Week plus Community Wins

This week’s newsletter is packed with exciting discoveries I couldn’t wait to share—from a podcast episode that changed how I think about storytelling to a book that’s already transforming my daily mindset. Curious? Dive in to explore what’s been sparking conversations with my friends lately!
New Business Filing Required, Online Shopping Savings, 31 Years of Returns Visualized plus Community Wins
— Sep 17, 2024

New Business Filing Required, Online Shopping Savings, 31 Years of Returns Visualized plus Community Wins

This week’s newsletter covers an important PSA for business owners: a new Beneficial Ownership Information (BOI) filing may be required for most legal entities by 12/31/2024, with significant penalties for non-compliance. Also included: Online shopping hacks to help you save effortlessly. A 31-year stock market return chart that highlights the power of long-term investing.
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