Episodes
108
Latest episode
Jul 2026
Language
EN
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.
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.
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.
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 .
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.
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.
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.
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.
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.
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.
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.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Marvette Lacy, PhD
Michael Michelini: Global Internet Businessman in China, Asia
Jason Graystone & Akil Stokes
Phil Rogacki & Jared Abrojena
MUSICHYPEBEAST
