Money Master Retirement Podcast

By: Nick Davis
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  • Summary

  • Join Nick Davis 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 2023
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Episodes
  • Uncovering Your Financial Story

    Uncovering Your Financial Story
    Sep 19 2024

    In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the big picture. Let's talk about why understanding your goals, values, and mindset is pivotal in creating a plan that truly resonates with your life.

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

    Contact:

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

    214-988-9178
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    25 mins
  • Things To Consider In Each Phase Of Retirement

    Things To Consider In Each Phase Of Retirement
    Sep 5 2024

    Throughout your planning journey, you've likely heard of the "Go-Go," "Slow-Go," and "No-Go" years of retirement. However, in our experience with clients, we've discovered that there are additional phases within these broader categories—each with unique challenges and rewards. In this episode, we'll discuss these specific phases of retirement: the honeymoon phase, the settling-in phase, the healthcare phase, and the solo years.

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

    Contact:

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

    214-988-9178
    Show more Show less
    17 mins
  • Warning Signs Your Retirement Is At Risk

    Warning Signs Your Retirement Is At Risk
    Aug 15 2024

    One of the biggest fears for pre-retirees is running out of money during retirement. So in today's episode, we're going to discuss five critical warning signs that your retirement plan might be at risk. From having too many debt repayments to having a poorly allocated portfolio, we’ll highlight the key areas you need to focus on to build a strong and resilient retirement plan.

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

    Contact:

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

    214-988-9178
    Show more Show less
    30 mins
Economics Personal Finance
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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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