Money Master Retirement Podcast

By: Nick Davis
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  • Summary

  • 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
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Economics Personal Finance
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Episodes
  • Here’s When You SHOULDN’T Do Roth Conversions

    Here’s When You SHOULDN’T Do Roth Conversions
    Mar 27 2025

    If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea.

    While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk about the scenarios where it might actually work against you.
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    24 mins
  • Some People Should Not Hire a Financial Advisor...Yet

    Some People Should Not Hire a Financial Advisor...Yet
    Mar 13 2025

    There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial.

    We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today.
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    21 mins
  • The 5 Financial Conversations Every Couple Should Have Before Retirement

    The 5 Financial Conversations Every Couple Should Have Before Retirement
    Feb 13 2025

    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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    25 mins

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Everything made perfect sense!

I like that the team packed a lot of small nuggets in a short session that I had time to listen to.

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