Money Master Retirement Podcast

De: Nick Davis
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  • Resumen

  • Join Nick Davis CFP®, Tori Ten Hagen CFP®, and Connie Davis of Brindle & Bay each episode as they seek to provide clarity and empowerment through a thoughtful and friendly discussion about the important topics that shape our financial lives. The Money Master Retirement Podcast will cover topics ranging from investing to legacy planning, healthcare to income planning, and a wide range of additional conversations that'll help educate you about retirement's most important considerations. If you have any questions, don't hesitate to reach out. Contact: www.brindleandbay.com 214-988-9178 Brindle & Bay is based in Frisco, Texas.
    Copyright Nick and Connie Davis 2024
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Economía Finanzas Personales
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Episodios
  • Is it too risky to keep investing in retirement?

    Is it too risky to keep investing in retirement?
    Apr 24 2025

    Today, we’re talking about investing in stocks during retirement. People ask about balancing growth vs safety in retirement. You hear all of this negative stuff about the stock market. Should I keep investing in retirement?” that’s the question we’re answering today.
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    24 m
  • Should I work an extra year?

    Should I work an extra year?
    Apr 10 2025

    People ask if they should work an extra year or not. We hear it a lot--- and the answer is not just about money—it’s about your lifestyle, your health and what you want your retirement to look like.
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    19 m
  • Here’s When You SHOULDN’T Do Roth Conversions

    Here’s When You SHOULDN’T Do Roth Conversions
    Mar 27 2025

    If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea.

    While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk about the scenarios where it might actually work against you.
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    24 m
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Everything made perfect sense!

I like that the team packed a lot of small nuggets in a short session that I had time to listen to.

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