Money Master Retirement Podcast Podcast Por Nick Davis arte de portada

Money Master Retirement Podcast

Money Master Retirement Podcast

De: 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 Economía Finanzas Personales
Episodios
  • Can They Retire Early Without Regret? | Real Case Study.

    Can They Retire Early Without Regret? | Real Case Study.
    Nov 14 2025

    Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future.

    They wanted freedom, but they also wanted peace of mind.

    Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case study of how we helped them decide if NOW was the right time—and what gave them the clarity to move forward.
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    23 m
  • Warren Buffett is Sitting on Cash—Should You Be?

    Warren Buffett is Sitting on Cash—Should You Be?
    Oct 3 2025

    You may have seen the headlines—Warren Buffett just boosted Berkshire Hathaway's cash pile to a record $347 billion. And naturally, people are asking: Is he expecting something big? Is he pulling back from the market?

    We've had some of those same questions come up in client conversations—especially during market dips earlier this year. So today, we're going to break it down and talk about what this move actually means for people nearing or already in retirement.
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    15 m
  • What If My Advisor is Wrong?

    What If My Advisor is Wrong?
    Aug 21 2025

    "Have you ever had that thought: What if my advisor is wrong? It's a fair question—especially when the future feels uncertain.

    Today, we're going to talk openly about that doubt—and explain what advisors are actually meant to do.
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    17 m
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I like that the team packed a lot of small nuggets in a short session that I had time to listen to.

Everything made perfect sense!

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