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.

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.

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.

There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial.

We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today.

There are 5 conversations every couple should have before they retire.

Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples.

Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set up for success.

Today, we're addressing a topic that’s in headlines quite often: What happens if Social Security becomes insolvent? Is it really going away in 2034? Should you worry about your benefits? …and what you can do to prepare.

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You’ve been scrolling social media, chatting with friends, or attending reunions, and it feels like everyone is posting about their retirement parties, exotic vacations, and new hobbies. Meanwhile, you’re still setting the alarm for work every morning. Why does it feel like everyone’s ahead of you—and what should you do about it?" That’s what we’re going to talk about today.

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

The responsible side of each and every one of us knows we should be doing certain financial planning things each year. But we’re busy people and most of us can only make time to do the things that are THE MOST ESSENTIAL. So today we’re going to talk about mastering your money with only the most pressing things people nearing retirement should do.

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Contact:

Website - https://www.brindleandbay.com/

214-988-9178