Money Master Retirement Podcast

Nick Davis
  • 4.7 (11)
  • INVESTING
  • UPDATED SEMIMONTHLY

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.

  1. FEB 6

    Why Financial Headlines Keep You Anxious (and Broke)

    You've probably seen the headlines: 'Crash coming,' 'Recession inevitable,' or 'Buffett moves to cash.' And it raises the question: are these headlines really helping investors? Or are they quietly sabotaging good decisions? For most people nearing or in retirement, the media noise does more harm than good. Today, we're unpacking why that is, and more importantly, what you can do to insulate yourself from it.

    15 min

  2. JAN 16

    The Retirement Tax Window: Does This Apply to You?

    What if the lowest tax years of your life are the ones you never planned to take advantage of? Today we're talking about what we call the Retirement Tax WINDOW — that sweet spot between leaving work…and hitting Required Minimum Distributions. And that window can determine how much of your money you keep versus how much goes back to Uncle Sam.

    20 min

  3. 12/04/2025

    What Does "Comfortable" Actually Look Like in Retirement?

    We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind? That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.

    21 min

  4. 11/14/2025

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

    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.

    23 min

  5. 10/03/2025

    Warren Buffett is Sitting on Cash—Should You Be?

    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.

    15 min

  6. 08/21/2025

    What If My Advisor is Wrong?

    "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.

    17 min

  7. 07/30/2025

    How To Spend For Maximum Happiness In Retirement

    In this episode of the podcast, Nick, Tori, and Connie explore a provocative idea: what if the key to happiness in retirement isn't saving more, but spending differently? Drawing on new research and real client experiences, the team discusses how money can be used intentionally to boost well-being, connection, and meaning in retirement. Tune in to hear how retirees can shift their mindset — and their spending habits — to find more joy and purpose in the years ahead. Some topics covered: Why "more money" isn't always the answer The surprising results of the global $10,000 study Which spending categories actually boost happiness How retirees can align their money with their values Four powerful reflection questions to guide more joyful spending

    19 min

  8. 07/17/2025

    Withdrawals That Work: The Risk-Based Guardrails Q&A Session!

    In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and confidence without relying on rigid rules of thumb. Some topics covered: What are guardrails and how do they work? How do we adjust withdrawals during market ups and downs? Why flexibility matters more than precision. Whether you're approaching retirement or already in it, this conversation will give you a clearer picture of how we help clients enjoy their money—without the fear of running out.

    32 min
See All (101)

4.7
out of 5
11 Ratings

About

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.

Information

  • Creator
    Nick Davis
  • Years Active
    2020 - 2026
  • Episodes
    101
  • Rating
    Clean
  • Copyright
    © Copyright Nick and Connie Davis 2024
  • Show Website
    Money Master Retirement Podcast

You Might Also Like