Episodios

  • 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

    Más Menos
    30 m
  • The Impact of Kids and Grandkids On Your Retirement Plans
    Aug 1 2024

    As many parents and grandparents know, financial responsibilities don't end when the kids move out of the house. From paying for cell phone bills and auto insurance to funding college educations, financial support often continues well into adulthood. But as your retirement years get closer, it’s essential to find a balance between supporting your family and securing your own financial future. In this episode, we'll walk through some common scenarios, and talk about how we help our clients find the right balance for their unique situations.

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

    Contact:

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

    214-988-9178

    Más Menos
    23 m
  • The Psychology Of Money: Book Club Series! (Part 7)
    Jul 18 2024

    Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 14 and 15, which focus on the inevitability of change and the hidden costs associated with financial decisions.

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

    Contact:

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

    214-988-9178

    Más Menos
    24 m
  • The Psychology Of Money: Book Club Series! (Part 6)
    Jul 11 2024

    Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This time, we're covering chapters 11-13. Tune in as we explore the intersection of rationality and emotion in financial decision-making.

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

    Contact:

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

    214-988-9178

    Más Menos
    20 m
  • Retirees Who Inspire Us: Stories of Living Intentionally
    Jun 27 2024

    One of the best parts of our jobs is hearing about what our clients are doing or looking forward to in retirement. So, in today's episode, we're highlighting retirees from our office who inspire us! These retirees aren't just enjoying their freedom- they're thriving in ways that are truly inspirational. From transforming their health and wellness to pursuing lifelong dreams, we hope this conversation encourages you to live intentionally in your retirement years and beyond!

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

    Contact:

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

    214-988-9178

    Más Menos
    21 m
  • The "Magic Number" Needed To Retire
    Jun 13 2024

    In recent years, the "magic number" for retirement has shifted from $1 million to $1.5 million. This change, based on a recent survey, has left many wondering if they need to adjust their retirement plans. In today's episode, we dive into this topic to uncover whether this new figure is truly necessary for a comfortable retirement.

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

    Contact:

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

    214-988-9178

    Más Menos
    17 m
  • The Psychology Of Money: Book Club Series! (Part 5)
    May 16 2024

    Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we're covering chapters 9 and 10. Tune in as we share our insights and takeaways from these chapters that focused on the true nature of wealth and the importance of saving!

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

    Contact:

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

    214-988-9178

    Más Menos
    26 m
  • The Psychology Of Money: Book Club Series! (Part 4)
    May 2 2024

    Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we'll be tackling chapters 7 and 8. Join us as we dive into the concepts of financial freedom, control, happiness, and more. These chapters had some awesome things to say about managing your finances and living a fulfilling life!

    Mel Robbins' Podcast

    https://www.melrobbins.com/podcast

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

    Contact:

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

    214-988-9178

    Más Menos
    22 m