Advertise on podcast: Money Master Retirement Podcast

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4.8

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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.

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Check latest episodes from Money Master Retirement Podcast podcast

How Would a Financial Advisor Choose a Financial Advisor?

2026/10/22

If one of my kids called me tomorrow and said, 'Dad, I need a financial advisor — but I can't hire you,' who would I tell them to hire? I've spent my career in this business, I've interviewed a lot of financial advisors, and I've learned that some of the things people THINK make a great advisor aren't actually the things I'd look for. So today we're going to answer a pretty simple question: If it were our own family, what would we look for in a financial advisor?

How We Invest (And Why Your Portfolio Looks Different)

2026/09/13

What if I told you that the way we invest our own money isn't exactly the same as the way we invest for clients? It's close — but there are a few key differences. Today we'll talk through how we actually invest... what we do for ourselves, what we do for our clients, and why those things are similar but not always identical.

What Happens When One of Us Dies?

2026/08/27

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 Retirement REALLY Looks Like

2026/07/14

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.

Rule of 55: Are You Retiring Before You're Ready?

2026/06/03

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.

Stop Obsessing Over the Wrong Risks

2026/05/15

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.

Should I Pay Off My Mortgage Before Retiring?

2026/04/29

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.

6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?

2026/04/10

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.

What We Wish Everyone Knew Before Their First Meeting With Us

2026/03/25

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.

How to Retire in Your 50's (Without Regret)

2026/02/27

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.

Why Financial Headlines Keep You Anxious (and Broke)

2026/02/06

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.

The Retirement Tax Window: Does This Apply to You?

2026/01/16

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.

What Does "Comfortable" Actually Look Like in Retirement?

2025/12/04

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.

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

2025/11/14

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.

Warren Buffett is Sitting on Cash—Should You Be?

2025/10/03

You may have seen the headlines—Warren Buffett just boosted Berkshire Hathaway's cash pile to a record $347 billion. And naturally, people are asking: Is he expecting something big? Is he pulling back from the market? We've had some of those same questions come up in client conversations—especially during market dips earlier this year. So today, we're going to break it down and talk about what this move actually means for people nearing or already in retirement.

Podcast reviews

Read Money Master Retirement Podcast podcast reviews

4.8 out of 5

16 reviews

★★★★★

rzeisler 2025/06/26

Great Topics

Now that you I’m retired, I’m going back and re-listening to all the episodes and picking up lots of good tips that before retirement didn’t sink in. ...

★★★★★

LindaYogaGirl 2023/05/30

Excellent

Enjoyed your episode on retirement mistakes. Great info. Will continue to listen. Thank you!

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