Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

It's that magical time when financially responsible adults everywhere start asking themselves the big question: "How can I avoid donating half my paycheck to the IRS next year?" While most people would rather dream about sugar plum fairies dancing around the Christmas tree than think about taxes, a little planning before the end of 2025 can turn filing in 2026 from a horror movie into a warm feel-good rom-com where you end up high-fiving yourself for being a tax genius.

Whether it's maxing deductions, topping off your IRA, or finally figuring out what your accountant has been hinting at for years, we're handing out the top tax tips you'll want in your back pocket before the year wraps up—so you can keep more of your money in 2026.

Show Highlights Include:

• Top Off Those Retirement Accounts (3:30)

• Tax Loss Harvesting (6:30)

• Itemizing Starts This Year (9:30)

• Roth Maybe Not The Way To Go (14:45)

• Kira's Biggest Takeaway (17:45)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Ah, the holidays — that magical time of year when families gather to eat, laugh, exchange gifts, and absolutely avoid talking about anything remotely related to money. Mention budgets at Thanksgiving and suddenly everyone's gotta get fresh air. Bring up spending habits at Christmas and you might get a handful of yams thrown at your face. But here's the thing: the holidays are actually the perfect time for healthy, low-stress money conversations… as long as you don't start them with, "So, who here is terrible with money?"

From gentle talks about gift budgets to discussing future plans without triggering a full-blown family feud, this week we're talking about how to keep your holiday season both financially smart and argument-free.

Show Highlights Include:

• Talking To Older Children (3:15)

• Preventing Fighting In Future (7:30)

• No Estate Is Bulletproof (10:30)

• Having Conversations Is A Good Thing (13:30)

• Don't Be Afraid To Ask For Help (18:30)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett

Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

Having a baby is a magical experience—right up until you realize diapers cost more than the GDP of Norway. Whether you're dreaming of starting a family or already staring at a newborn who's loudly demanding room service at 3 a.m., getting financially prepared can make the whole adventure a lot less chaotic.

From budgeting for baby gear that mysteriously multiplies overnight, to planning for unexpected "surprises" (like discovering daycare costs more than your first car), on this week's episode we're walking through the steps that can help you build a solid financial nest—before and after your little tax deduction arrives.

Show Highlights Include:

• What To Do Before They Are Born (2:15)

• What To Do When The Baby Arrives (4:30)

• Don't Make Drastic Changes (10:00)

• Best Thing You Can Give Is Your Time (14:45)

• Your Taxes Will Change (18:15)

Listen Now!

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.

To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett