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ABOUT
OUR STORY
OUR PROCESS
CONTACT
LEARN
SOCIAL SECURITY
RETIREMENT PLANNING
LIFESTYLE PLANNING
RETIREMENT INCOME
MONTHLY WEBINARS
CLIENT
TALK TO AN ADVISOR
All Podcasts
Ep 26: All Hands on Deck
Ep 26: All Hands on Deck
May 16, 2022
Ep 25: Advisor vs. Planner - What's the Difference?
Ep 25: Advisor vs. Planner - What's the Difference?
April 28, 2022
Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions
Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions
March 24, 2022
Ep 23: How to Recognize Your Own Voice of Greed & Fight Against It
Ep 23: How to Recognize Your Own Voice of Greed & Fight Against It
March 22, 2022
Ep 22: Planning For Things We Can’t Predict
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?
Episode 21: What They’re Saying: What Is the Most Important Part Of Retirement Planning?
February 15, 2022
Episode 20: Mailbag - What percentage of my income should I save for retirement?
Episode 20: Mailbag - What percentage of my income should I save for retirement?
January 6, 2022
Episode 19: Money Resolutions for 2022
Episode 19: Money Resolutions for 2022
December 16, 2021
Episode 18: Where Financial Advisors Drop the Ball
Episode 18: Where Financial Advisors Drop the Ball
November 18, 2021
Episode 17: Retirement is as Easy as a Jigsaw Puzzle
Episode 17: Retirement is as Easy as a Jigsaw Puzzle
November 11, 2021
Episode 16: How Age & Wisdom Play Into Financial Planning
Episode 16: How Age & Wisdom Play Into Financial Planning
October 27, 2021
Episode 15: Mailbag - Should You Trust a Robo Advisor?
Episode 15: Mailbag - Should You Trust a Robo Advisor?
October 12, 2021
Understanding the Secure Act 2.0
Understanding the Secure Act 2.0
August 5, 2021
Episode 14: It's Just a Joke
Episode 14: It's Just a Joke
July 29, 2021
Episode 13: 5 Things You Must Know About Decumulation to Retire Successfully
Episode 13: 5 Things You Must Know About Decumulation to Retire Successfully
July 22, 2021
Episode 12: What's Your Spending Personality
Episode 12: What's Your Spending Personality
June 24, 2021
Episode 11: Lumber Prices
Episode 11: Lumber Prices
June 17, 2021
Episode 8: Double Edged Sword
Episode 8: Double Edged Sword
June 15, 2021
Episode 10: Do Retirees Need Life Insurance
Episode 10: Do Retirees Need Life Insurance
May 20, 2021
Episode 7: Flirting With Disaster
Episode 7: Flirting With Disaster
May 18, 2021
Episode 9: Describing Retirement
Episode 9: Describing Retirement
May 13, 2021
Episode 6: Questions People Ask Edition
Episode 6: Questions People Ask Edition
May 4, 2021
Episode 5: This Is Why You Never Assume
Episode 5: This Is Why You Never Assume
April 20, 2021
Episode 4: Financial Literacy
Episode 4: Financial Literacy
February 6, 2021
Episode 3: Early Social Security
Episode 3: Early Social Security
February 4, 2021
Episode 2: Why It’s So Important to Plan Out Your Retirement Lifestyle
Episode 2: Why It’s So Important to Plan Out Your Retirement Lifestyle
January 7, 2021
Episode 1: Get to Know Nick, Connie and the Brindle & Bay Team
Episode 1: Get to Know Nick, Connie and the Brindle & Bay Team
December 17, 2020