Money Master Retirement Podcast

De: Nick Davis
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  • Resumen

  • 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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Episodios
  • 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
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    30 m
  • The Impact of Kids and Grandkids On Your Retirement Plans

    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
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    23 m
  • The Psychology Of Money: Book Club Series! (Part 7)

    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
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    24 m
Economía Finanzas Personales
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