Retirement Planning

5 Warning Signs Your Retirement Plan Won’t Last Beyond Age 70

July 10, 2024

Can I Retire at 60 with $863,000 in Savings? A Certified Financial Planner's Guide + Case Study

July 9, 2024

When Should You Retire? How to Develop a Flexible Retirement Plan for a Stress-Free Transition

July 2, 2024

Are Markets Becoming More Volatile

April 14, 2023

Ep 32: Getting It Right- Irreversible Financial Decisions

November 8, 2022

Ep 28: 5 Reasons to Retire Early (If You Can)

August 23, 2022

What is Diversification?

August 16, 2022

Growth Vs. Value Investing

July 25, 2022

Three Tips for Retiring in a Bear Market

July 5, 2022

Pre-Retirement: 5 Considerations to Think About

June 13, 2022

Types of Retirement Accounts: The Three Tax Treatment Buckets

May 31, 2022

Sell in May and Go Away

May 25, 2022

Protecting Your Retirement Nest Egg Against Inflation

May 10, 2022

Ep 25: Advisor vs. Planner - What's the Difference?

April 28, 2022

Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions

March 24, 2022

The House Has Passed the SECURE Act 2.0. What Key Changes Does It Contain?

April 12, 2022

Geopolitical Events and the Importance of Diversification

March 15, 2022

Ep 22: Planning For Things We Can’t Predict

March 7, 2022

Episode 21: What They’re Saying: What Is the Most Important Part Of Retirement Planning?

February 15, 2022

How to Choose an Executor for Your Estate

February 8, 2022

4 Retirement Planning Mistakes Small Business Owners Make

January 25, 2022

Medicare IRMAA in 2022

January 4, 2022

Longevity and Financial Planning

December 14, 2021

Episode 18: Where Financial Advisors Drop the Ball

November 18, 2021

Downsizing Your Home in Retirement: Four Factors to Consider

November 23, 2021

Episode 17: Retirement is as Easy as a Jigsaw Puzzle

November 11, 2021

Three Ways to Reduce Your Income-Related Monthly Adjustment Amount (IRMAA) for Medicare Part B

November 9, 2021

Episode 16: How Age & Wisdom Play Into Financial Planning

October 27, 2021

Value Versus Growth: The Case for Staying the Course

October 19, 2021

Understanding the Secure Act 2.0

August 5, 2021

8 Things You Should Know About the Roth IRA

September 21, 2021

Episode 13: 5 Things You Must Know About Decumulation to Retire Successfully

July 22, 2021

How and When to Sign Up for Medicare

September 7, 2021

Episode 10: Do Retirees Need Life Insurance

May 20, 2021

Episode 6: Questions People Ask Edition

May 4, 2021

Episode 1: Get to Know Nick, Connie and the Brindle & Bay Team

December 17, 2020

Are You Ready to Retire?

January 2, 2021

New Definitions for Those Retiring.

January 3, 2021

Episode 2: Why It’s So Important to Plan Out Your Retirement Lifestyle

January 7, 2021