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Money Master Retirement Podcast

Money Master Retirement Podcast

Yazan: Nick Davis
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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.Copyright Nick and Connie Davis 2024 Economics Personal Finance
Bölümler
  • How Would a Financial Advisor Choose a Financial Advisor?

    How Would a Financial Advisor Choose a Financial Advisor?
    22 Oct 2026

    If one of my kids called me tomorrow and said, 'Dad, I need a financial advisor — but I can't hire you,' who would I tell them to hire?


    I've spent my career in this business, I've interviewed a lot of financial advisors, and I've learned that some of the things people THINK make a great advisor aren't actually the things I'd look for.


    So today we're going to answer a pretty simple question: If it were our own family, what would we look for in a financial advisor?
    Daha fazlasını göster Daha Az Göster
    29 dk.
  • How We Invest (And Why Your Portfolio Looks Different)

    How We Invest (And Why Your Portfolio Looks Different)
    13 Sep 2026

    What if I told you that the way we invest our own money isn't exactly the same as the way we invest for clients? It's close — but there are a few key differences. Today we'll talk through how we actually invest... what we do for ourselves, what we do for our clients, and why those things are similar but not always identical.
    Daha fazlasını göster Daha Az Göster
    18 dk.
  • What Happens When One of Us Dies?

    What Happens When One of Us Dies?
    27 Aug 2026

    This isn't an easy topic, but it's one that comes up in almost every retirement plan. What really changes when one spouse passes away? We'll talk about the emotional side, but also the financial shifts — from income, to taxes, to investments — and how planning ahead can make all the difference.
    Daha fazlasını göster Daha Az Göster
    21 dk.
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