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ABOUT
OUR STORY
CONTACT
OUR PROCESS
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MEMBER
START HERE
Retirement Planning
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
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