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Money Master Retirement Podcast

Money Master Retirement Podcast

By: Nick Davis
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About this listen

 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 Economics Personal Finance
Episodes
  • How Do I Handle Drawdowns in Retirement?

    How Do I Handle Drawdowns in Retirement?
    Jun 12 2025

    How will I handle market drawdowns in retirement? This is a question we hear often. People want to know what their retirement plan will do when the market takes a downturn. They want to know what their plan will be. Will they have a bucket of money sitting somewhere? Will they make adjustments to their portfolio?

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    20 mins
  • Will My Social Security Benefits Be Taxed?

    Will My Social Security Benefits Be Taxed?
    May 29 2025

    One question we hear often is “Will my SS be taxed?” When you retire and begin taking your SS benefits, will the government want to tax that? After all, haven’t you already paid taxes on this money?

    Add to that—there’s been some talk about NOT taxing SS benefits at all! How might that impact your retirement? And is it as good as it sounds?
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    18 mins
  • Should I Gift Money Now or Wait Until Later

    Should I Gift Money Now or Wait Until Later
    May 8 2025

    Today, we’re tackling a big question: Should I gift money now or wait until later? You want to give gifts to loved ones or to charities--- but you’re questioning when the right time would be for that. When could they best use that money? Will I need that money someday?

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    17 mins

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