Navigating Wealth Management | Brad Jenkins | EP 111 скачать в хорошем качестве

Navigating Wealth Management | Brad Jenkins | EP 111

In this episode of Beyond the Numbers — where money meets meaning and purpose, host Chris Everett sits down with Brad Jenkins, CFP®, Chief Investment Officer & CEO of MarketGuard, to unpack what it really takes to pursue strong returns without living through stomach-churning volatility. Brad shares the unlikely origin story that started with him reading the financial section in 7th grade, the moment he realized the industry often prioritizes profits over people, and why he built MarketGuard around three pillars: excellence, integrity, and innovation. You’ll also hear the “cookies” framework behind Brad’s book Cookies and Retirement: A Recipe for Success—a simple way to understand portfolio construction, behavioral risks, and why “time and temperature” matter as much as ingredients. If you’re an investor who wants clarity, or an advisor evaluating an investment partner, this conversation breaks down what to look for, what questions to ask, and how disciplined downside protection can help clients stay invested when markets get loopy. 🎙️ Guest: Brad Jenkins, CFP® — CIO & CEO, MarketGuard 🎧 Host: Chris Everett — Everett Wealth Solutions In this episode, we cover: • Why Brad entered wealth management (and what nearly turned him away) • The 3 biggest threats to your money (and why “you” is #1) • What makes MarketGuard different: returns with lower volatility • Why “Noah built the ark before it rained” is a risk-management blueprint • How to evaluate a money manager (track record, volatility periods, and skin in the game) • The Mastery Event with leadership strategist & American hero Sean Patton • What’s next: MarketGuard’s new index + structured note conversations with major institutions 📌 About the show Beyond the Numbers is where growth-minded professionals talk strategy, legacy, and the financial decisions that shape their future. Hosted by fiduciary financial planner Chris Everett, the podcast explores how people align business growth with personal purpose through intentional wealth-building. Everett Wealth 👍 If this episode helped: Subscribe, leave a review, and share it with someone who wants a smarter way to think about wealth. #BeyondTheNumbers #ChrisEverett #BradJenkins #MarketGuard #EverettWealthSolutions #WealthManagement #FinancialPlanning #Investing #PortfolioManagement #RiskManagement #DownsideProtection #Volatility #BehavioralFinance #Fiduciary #RetirementPlanning #FinancialAdvisor #RIA #AssetManagement #Leadership #PurposeDrivenWealth #LegacyBuilding