Nick Davis

Money Master Retirement Podcast

Business EN ↓ 107 episodes

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.com214-988-9178Brindle & Bay...

Author

Nick Davis

Episodes

Ep 7: Are You Flirting With Disaster? 15.04.2021 18:39

Let's talk about some of the areas of your financial life where you might be flirting with disaster and don't even know it on today's show. If you have any questions, don't hesitate to reach out. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178

Ep 6: 15 Minute Phone Call Questions 25.03.2021 12:52

On today's show, Connie and Nick discuss some of the 15 minute phone call topics that they have recently had with clients and listeners. They'll talk about leaving behind a 401(k) to a child, the future of inflation rates, and much more. If you have any questions, don't hesitate to reach out. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandba...

Ep 5: This Is Why You Never Assume 11.03.2021 14:04

We often see people making certain assumptions about retirement that just aren't correct. Let's explore some of those on today's show. If you have any questions, don't hesitate to reach out. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178

Ep 4: Financial Literacy 18.02.2021 15:39

While the rules of money seem simple, understanding the qualities and limitations of different investments is really important. Nick and Connie break down the different qualities of money and how each one can affect your financial plan. If you have any questions, don't hesitate to reach out. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay....

Ep 3: Early Social Security 04.02.2021 12:08

Social Security is certainly a hot topic in the financial industry. There are countless articles on this subject and it can be difficult to know what is misinformation. This is one of the most imperative decisions in retirement planning, so Nick & Connie dedicate today's show to reasons why someone may consider taking Social Security early and why others might want to wait. If you have any questio...

Ep 2: Why It's So Important To Plan Out Your Retirement Lifestyle 07.01.2021 14:09

Nick poses the question that he asks all clients when he sits down with them for the first time. He and Connie also discuss many of the different lifestyles they've seen clients take on post-retirement. Have you thought about what hobbies or responsibilities you'll take on to keep yourself busy in retirement? Nick & Connie will share some of their favorite ideas. If you have any questions, don't h...

Ep 1: Get To Know Nick, Connie And The Brindle & Bay Team 16.12.2020 15:15

This episode, Nick and Connie Davis introduce themselves as well as answer a few questions about their work and what's important to them in the financial advising world. They'll also explain the current transition of the company name to Brindle & Bay. They welcome you to join them as they share their knowledge about the industry and how they can help you retire the way you want to. If you have any...