Эпизоды
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There are 5 conversations every couple should have before they retire.
Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples.
Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set up for success.
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Today, we're addressing a topic that’s in headlines quite often: What happens if Social Security becomes insolvent? Is it really going away in 2034? Should you worry about your benefits? …and what you can do to prepare.
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Пропущенные эпизоды?
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You’ve been scrolling social media, chatting with friends, or attending reunions, and it feels like everyone is posting about their retirement parties, exotic vacations, and new hobbies. Meanwhile, you’re still setting the alarm for work every morning. Why does it feel like everyone’s ahead of you—and what should you do about it?" That’s what we’re going to talk about today.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
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The responsible side of each and every one of us knows we should be doing certain financial planning things each year. But we’re busy people and most of us can only make time to do the things that are THE MOST ESSENTIAL. So today we’re going to talk about mastering your money with only the most pressing things people nearing retirement should do.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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People say they don’t get a straight answer about fees. Investment fees are very misunderstood. In today’s episode, we walk through a practical guide to help you understand the different types of fees that you might be paying when it comes to an advisor and your investments.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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We all know that life throws curveballs—whether it’s an unexpected medical bill, a job loss, or a surprise home repair. But are you truly prepared? How much should you have set aside? Where should you keep that money so it’s accessible when you need it most? And how does your emergency fund change as you move through different stages of life?
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about the last few chapters of this book!
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Today on the podcast we want to take a moment to answer a few listener questions. Tune in to see if they might be a few questions you’ve had yourself.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 16 and 17, which focus on the knowing your own financial goals and avoiding comparison.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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As election cycles heat up, everyone has questions about how their plan will fare during this time period. With all the political noise and speculation, it can be hard to know whether you should stay the course, adjust your strategy, or sit on the sidelines until things settle down. But here’s the thing: elections are a regular part of the investment landscape, and with the right mindset and strategy, you can navigate this period with confidence.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the big picture. Let's talk about why understanding your goals, values, and mindset is pivotal in creating a plan that truly resonates with your life.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Throughout your planning journey, you've likely heard of the "Go-Go," "Slow-Go," and "No-Go" years of retirement. However, in our experience with clients, we've discovered that there are additional phases within these broader categories—each with unique challenges and rewards. In this episode, we'll discuss these specific phases of retirement: the honeymoon phase, the settling-in phase, the healthcare phase, and the solo years.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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One of the biggest fears for pre-retirees is running out of money during retirement. So in today's episode, we're going to discuss five critical warning signs that your retirement plan might be at risk. From having too many debt repayments to having a poorly allocated portfolio, we’ll highlight the key areas you need to focus on to build a strong and resilient retirement plan.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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As many parents and grandparents know, financial responsibilities don't end when the kids move out of the house. From paying for cell phone bills and auto insurance to funding college educations, financial support often continues well into adulthood. But as your retirement years get closer, it’s essential to find a balance between supporting your family and securing your own financial future. In this episode, we'll walk through some common scenarios, and talk about how we help our clients find the right balance for their unique situations.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 14 and 15, which focus on the inevitability of change and the hidden costs associated with financial decisions.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This time, we're covering chapters 11-13. Tune in as we explore the intersection of rationality and emotion in financial decision-making.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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One of the best parts of our jobs is hearing about what our clients are doing or looking forward to in retirement. So, in today's episode, we're highlighting retirees from our office who inspire us! These retirees aren't just enjoying their freedom- they're thriving in ways that are truly inspirational. From transforming their health and wellness to pursuing lifelong dreams, we hope this conversation encourages you to live intentionally in your retirement years and beyond!
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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In recent years, the "magic number" for retirement has shifted from $1 million to $1.5 million. This change, based on a recent survey, has left many wondering if they need to adjust their retirement plans. In today's episode, we dive into this topic to uncover whether this new figure is truly necessary for a comfortable retirement.
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we're covering chapters 9 and 10. Tune in as we share our insights and takeaways from these chapters that focused on the true nature of wealth and the importance of saving!
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we'll be tackling chapters 7 and 8. Join us as we dive into the concepts of financial freedom, control, happiness, and more. These chapters had some awesome things to say about managing your finances and living a fulfilling life!
Mel Robbins' Podcast
https://www.melrobbins.com/podcast
Check Out Our YouTube Channel: www.youtube.com/@brindleandbay
Contact:
Website - https://www.brindleandbay.com/
214-988-9178
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