66 episodes

Join Nick Davis 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.

Money Master Retirement Podcast Nick Davis

    • Business
    • 4.8 • 5 Ratings

Join Nick Davis 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.

    Which is better? $5,000 Monthly or $1M for Retirement?

    Which is better? $5,000 Monthly or $1M for Retirement?

    Would you rather have a $1 million lump sum, or get paid $5,000 per month in retirement forever? Common advice often solves this by asking the wrong question. In today's episode, we will take a more in-depth look.
     
    Lump Sum Versus Monthly Video:
    https://www.youtube.com/watch?v=QLeKmQ_kQHg&t=85s
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178
     

    • 13 min
    Protecting Yourself Against Scams & Fraud

    Protecting Yourself Against Scams & Fraud

    As much as any other threat, recognizing and avoiding scams has become a necessary skill in today's world. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. We'll share real-life stories and practical advice to spot red flags and identify scamming techniques before it's too late. 
     
    Links for this week's show
    NordVPM
    https://nordvpn.com/link-checker/
    Internet Crime Complaint Center (IC3)
    https://www.ic3.gov/
    Federal Trade Commission
    https://reportfraud.ftc.gov/#/
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178
     

    • 22 min
    The Psychology Of Money: Book Club Series! (Part 3)

    The Psychology Of Money: Book Club Series! (Part 3)

    We're looking forward to continuing our book club series for Morgan Housel's The Psychology of Money this week. This episode, we're diving into chapters 5 and 6, which cover themes of preserving wealth, adaptability, and consistency in financial planning. Stay tuned as we discuss the importance of staying invested during market fluctuations and embracing failure as part of the investment journey.
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178

    • 30 min
    The Psychology Of Money: Book Club Series! (Part 2)

    The Psychology Of Money: Book Club Series! (Part 2)

    Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. In our last episode, we dove into the first few chapters. This week, we'll be tackling chapters 3 and 4, which have some powerful takeaways on the importance of contentment, the impact of social comparison, and the power of compounding over time.
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178

    • 22 min
    The Psychology Of Money: Book Club Series! (Part 1)

    The Psychology Of Money: Book Club Series! (Part 1)

    Welcome back to The Money Master podcast! Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This is a fantastic read that we're so excited to dive into with you. Grab your copy of the book, or just sit back and enjoy the ride as we unpack the first few chapters!
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178

    • 20 min
    We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®

    We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP®

    We're excited to be joined by Derek Prusa, CFA, CFP®, in this week's episode. Derek is on our investment committee at Brindle and Bay, owns a private practice in Grand Rapids, Michigan, and is the face behind our monthly market videos. Listen in as we chat with Derek about some common investing misconceptions, the importance of a diversified portfolio, and even touch on the psychological side of investing.
     
    Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
    Contact:
    Website - https://www.brindleandbay.com/
    214-988-9178

    • 35 min

Customer Reviews

4.8 out of 5
5 Ratings

5 Ratings

LindaYogaGirl ,

Excellent

Enjoyed your episode on retirement mistakes. Great info. Will continue to listen. Thank you!

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