• Money Master Retirement Podcast

  • 著者: Nick Davis
  • ポッドキャスト

Money Master Retirement Podcast

著者: Nick Davis
  • サマリー

  • Join Nick Davis CFP®, Tori Ten Hagen, 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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  • The Psychology Of Money: Book Club Series! (Part 8)
    2024/10/24

    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 16 and 17, which focus on the knowing your own financial goals and avoiding comparison.

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

    Contact:

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

    214-988-9178

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    21 分
  • Uncovering Your Financial Story
    2024/09/19

    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

    続きを読む 一部表示
    25 分
  • Things To Consider In Each Phase Of Retirement
    2024/09/05

    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

    続きを読む 一部表示
    17 分

あらすじ・解説

Join Nick Davis CFP®, Tori Ten Hagen, 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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