Money Master Retirement Podcast

Hosted by Nick Davis

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Episodes

111

Latest episode

Oct 2026

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About the show

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.

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60 recent

October 22, 2026Episode 11028 min

How Would a Financial Advisor Choose a Financial Advisor?

If one of my kids called me tomorrow and said, 'Dad, I need a financial advisor — but I can't hire you,' who would I tell them to hire? I've spent my career in this business, I've interviewed a lot of financial advisors, and I've learned that some of the things people THINK make a great advisor aren't actually the things I'd look for. So today we're going to answer a pretty simple question: If it were our own family, what would we look for in a financial advisor?

September 13, 2026Episode 10917 min

How We Invest (And Why Your Portfolio Looks Different)

What if I told you that the way we invest our own money isn't exactly the same as the way we invest for clients? It's close — but there are a few key differences. Today we'll talk through how we actually invest... what we do for ourselves, what we do for our clients, and why those things are similar but not always identical.

August 27, 2026Episode 10820 min

What Happens When One of Us Dies?

This isn't an easy topic, but it's one that comes up in almost every retirement plan. What really changes when one spouse passes away? We'll talk about the emotional side, but also the financial shifts — from income, to taxes, to investments — and how planning ahead can make all the difference.

July 14, 2026Episode 10724 min

What Retirement REALLY Looks Like

What if retirement wasn't really about stopping work — but about starting life? Today, we're sharing some powerful real-life stories of families who've RECENTLY made the leap into retirement.

June 3, 2026Episode 10618 min

Rule of 55: Are You Retiring Before You're Ready?

What if you could get to your retirement savings early — penalty-free — but end up less confident about retiring? Today we're talking about Rule of 55 …and why retiring early just because you can access your money might actually keep you from ever FEELING retired .

May 15, 2026Episode 10526 min

Stop Obsessing Over the Wrong Risks

Author Morgan Housel once said: 'You should obsess over risks that do permanent damage and care little about risks that do temporary harm, but the opposite is more common.' And he's right—most investors spend more energy worrying about the noise than the real danger. We'll talk about it on this episode.

April 29, 2026Episode 10417 min

Should I Pay Off My Mortgage Before Retiring?

One of the top questions we hear from people right before retirement is: Should I pay off my mortgage? It sounds simple, but the answer is a little more complicated. Today we're going to break it down.

April 10, 2026Episode 10327 min

6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?

What if I told you that two people could have the same retirement income…but one lives confidently and the other is constantly worried they're spending too much? Today we're ranking six types of retirement income — from the ones that feel stressful to spend…to the ones that create total confidence.

March 25, 2026Episode 10221 min

What We Wish Everyone Knew Before Their First Meeting With Us

Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we're pulling back the curtain on what we wish everyone knew before their first meeting with us.

February 27, 2026Episode 10123 min

How to Retire in Your 50's (Without Regret)

More people than ever are asking: Can I retire in my 50s? And maybe the better question is… Can I retire in my 50s without regret? Today we're talking about what it actually takes to retire early and still feel confident about the life ahead.