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Money Master Retirement Podcast

Money Master Retirement Podcast

De : Nick Davis
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 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.Copyright Nick and Connie Davis 2024 Economie Finances privées
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    Épisodes
    • The Retirement Tax Window: Does This Apply to You?

      The Retirement Tax Window: Does This Apply to You?
      Jan 16 2026
      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.
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      20 min
    • What Does "Comfortable" Actually Look Like in Retirement?

      What Does "Comfortable" Actually Look Like in Retirement?
      Dec 4 2025

      We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind?

      That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.
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      21 min
    • Can They Retire Early Without Regret? | Real Case Study.

      Can They Retire Early Without Regret? | Real Case Study.
      Nov 14 2025

      Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future.

      They wanted freedom, but they also wanted peace of mind.

      Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case study of how we helped them decide if NOW was the right time—and what gave them the clarity to move forward.
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      23 min
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