Money Master Retirement Podcast

By Nick Davis

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Category: Investing

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Subscribers: 2
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Episodes: 110

Description

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.

Episode Date
How We Invest (And Why Your Portfolio Looks Different)
Sep 13, 2026
What Happens When One of Us Dies?
Aug 27, 2026
What Retirement REALLY Looks Like
Jul 14, 2026
Rule of 55: Are You Retiring Before You're Ready?
Jun 03, 2026
Stop Obsessing Over the Wrong Risks
May 15, 2026
Should I Pay Off My Mortgage Before Retiring?
Apr 29, 2026
6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?
Apr 10, 2026
What We Wish Everyone Knew Before Their First Meeting With Us
Mar 25, 2026
How to Retire in Your 50's (Without Regret)
Feb 27, 2026
Why Financial Headlines Keep You Anxious (and Broke)
Feb 06, 2026
The Retirement Tax Window: Does This Apply to You?
Jan 16, 2026
What Does "Comfortable" Actually Look Like in Retirement?
Dec 04, 2025
Can They Retire Early Without Regret? | Real Case Study.
Nov 14, 2025
Warren Buffett is Sitting on Cash—Should You Be?
Oct 03, 2025
What If My Advisor is Wrong?
Aug 21, 2025
How To Spend For Maximum Happiness In Retirement
Jul 30, 2025
Withdrawals That Work: The Risk-Based Guardrails Q&A Session!
Jul 17, 2025
How Do I Handle Drawdowns in Retirement?
Jun 12, 2025
Will My Social Security Benefits Be Taxed?
May 29, 2025
Should I Gift Money Now or Wait Until Later
May 08, 2025
Is it too risky to keep investing in retirement?
Apr 24, 2025
Should I work an extra year?
Apr 10, 2025
Here's When You SHOULDN'T Do Roth Conversions
Mar 27, 2025
Some People Should Not Hire a Financial Advisor...Yet
Mar 13, 2025
The 5 Financial Conversations Every Couple Should Have Before Retirement
Feb 13, 2025
Will Social Security Bankrupt?
Jan 30, 2025
Are you behind for retirement?
Jan 16, 2025
The Ultimate New Year Checklist: Master Your Money in 2025
Jan 02, 2025
How your investment fees REALLY work.
Dec 19, 2024
Emergency cash needs change when you retire.
Dec 05, 2024
Money, Myths, and Living on Your Terms (Book Club Edition)
Nov 21, 2024
You Asked, We Answered - Listener's Questions
Nov 07, 2024
The Psychology Of Money: Book Club Series! (Part 8)
Oct 24, 2024
Investing During an Election Year
Oct 11, 2024
Uncovering Your Financial Story
Sep 19, 2024
Things To Consider In Each Phase Of Retirement
Sep 05, 2024
Warning Signs Your Retirement Is At Risk
Aug 15, 2024
The Impact of Kids and Grandkids On Your Retirement Plans
Aug 01, 2024
The Psychology Of Money: Book Club Series! (Part 7)
Jul 18, 2024
The Psychology Of Money: Book Club Series! (Part 6)
Jul 11, 2024
Retirees Who Inspire Us: Stories of Living Intentionally
Jun 27, 2024
The "Magic Number" Needed To Retire
Jun 13, 2024
The Psychology Of Money: Book Club Series! (Part 5)
May 16, 2024
The Psychology Of Money: Book Club Series! (Part 4)
May 02, 2024
Which is better? $5,000 Monthly or $1M for Retirement?
Apr 18, 2024
Protecting Yourself Against Scams & Fraud
Apr 04, 2024
The Psychology Of Money: Book Club Series! (Part 3)
Mar 21, 2024
The Psychology Of Money: Book Club Series! (Part 2)
Mar 07, 2024
The Psychology Of Money: Book Club Series! (Part 1)
Feb 15, 2024
We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®
Feb 01, 2024
Our Favorite Books: Personal Growth, Finance, & More!
Jan 18, 2024
Social Security's Vision 2025 Plan: What You Need To Know
Jan 04, 2024
Tis' The Season: Our Favorite Holiday Traditions
Dec 21, 2023
Is There A Best Time Of The Year To Retire?
Dec 07, 2023
Should My Advisor Collect Tax Filing?
Nov 16, 2023
Can AI Replace Your Financial Advisor?
Nov 02, 2023
What Is The Deal With Bonds?
Oct 19, 2023
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Oct 05, 2023
Exposing Retirement Planning Complaints
Sep 21, 2023
Making The Right Choice – Paying Down Mortgage Or Saving Into Your 401k
Sep 07, 2023
Do You Have Enough To Retire? Here's How To Know!
Aug 17, 2023
Downsizing For Retirement - 4 Things To Consider
Aug 03, 2023
3 First Year Retirement Surprises
Jul 20, 2023
5 Things To Consider Before You Retire
Jul 06, 2023
Mailbag: Where Should I Save Money For My Grandchildren?
Jun 22, 2023
6 Financial Planning Principles We Live By
Jun 15, 2023
Ep 43: 6 Retirement Investing Principles We Live By
May 18, 2023
Ep 42: Is There A Best Time To Take RMDs?
May 04, 2023
Ep 41: Is The 4 Percent Rule Still Relevant?
Apr 20, 2023
Ep 40: What Is Diversification?
Apr 06, 2023
Ep 39: Spring Cleaning Your Finances
Mar 30, 2023
Ep 38: 5 Bad Habits That Blow Through Retirement Savings
Feb 02, 2023
Ep 37: SECURE Act 2.0
Jan 19, 2023
Ep 36: 3 Ways To Reduce Taxes On Your Social Security
Jan 05, 2023
Ep 35: Learning From Grandma's Financial Wisdom
Dec 15, 2022
Ep 34: Are You Saving For Retirement In The Wrong Account Types?
Nov 22, 2022
Ep 33: How Social Security Is Calculated
Nov 17, 2022
Ep 32: Getting It Right: Irreversible Financial Decisions
Oct 27, 2022
Ep 31: 2 Methods To Turn Savings Into Income
Oct 20, 2022
Ep 30: 9 Questions To Ask Before Taking Social Security
Sep 29, 2022
Ep 29: Can I Work and Take Social Security?
Sep 01, 2022
Ep 28: 5 Reasons To Retire Early (If You Can)
Aug 18, 2022
Ep 27: Should I Have 3 Years Cash?
Jul 28, 2022
Ep 26: All Hands On Deck
May 05, 2022
Ep 25: What's The Difference Between An Advisor & Planner?
Apr 28, 2022
Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions
Mar 24, 2022
Ep 23: How To Recognize Your Own Voice of Greed & Fight Against It
Mar 17, 2022
Ep 22: Planning For Things We Can't Predict
Feb 17, 2022
Ep 21: What They're Saying: What Is The Most Important Part Of Retirement Planning?
Feb 10, 2022
Ep 20: Mailbag: What Percentage Of My Income Should I Save For Retirement?
Jan 06, 2022
Ep 19: 22 Money Resolutions For 2022
Dec 16, 2021
Ep 18: Where Financial Advisors Drop The Ball
Nov 18, 2021
Ep 17: Retirement Is As Easy As A Jigsaw Puzzle
Nov 11, 2021
Ep 16: How Age & Wisdom Play Into Financial Planning
Sep 02, 2021
Ep 15: Mailbag: Should You Trust A Robo Advisor?
Aug 19, 2021
Understanding The SECURE Act 2.0
Aug 05, 2021
Ep 14: It's Just A Joke
Jul 29, 2021
Ep 13: 5 Things You Must Know About Decumulation To Retire Successfully
Jul 22, 2021
Ep 12: What's Your Spending Personality?
Jun 24, 2021
Ep 11: Why Are Lumber Prices So High?
Jun 17, 2021
Ep 10: Do Retirees Need Life Insurance?
May 20, 2021
Ep 9: Describing Retirement
May 13, 2021
Ep 8: The Double-Edged Sword
Apr 22, 2021
Ep 7: Are You Flirting With Disaster?
Apr 15, 2021
Ep 6: 15 Minute Phone Call Questions
Mar 25, 2021
Ep 5: This Is Why You Never Assume
Mar 11, 2021
Ep 4: Financial Literacy
Feb 18, 2021
Ep 3: Early Social Security
Feb 04, 2021
Ep 2: Why It's So Important To Plan Out Your Retirement Lifestyle
Jan 07, 2021
Ep 1: Get To Know Nick, Connie And The Brindle & Bay Team
Dec 16, 2020