People say they don’t get a straight answer about fees. Investment fees are very misunderstood. In today’s episode, we walk through a practical guide to help you understand the different types of fees that you might be paying when it comes to an advisor and your investments.

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We all know that life throws curveballs—whether it’s an unexpected medical bill, a job loss, or a surprise home repair. But are you truly prepared? How much should you have set aside? Where should you keep that money so it’s accessible when you need it most? And how does your emergency fund change as you move through different stages of life?

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214-988-9178

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about the last few chapters of this book!

Today on the podcast we want to take a moment to answer a few listener questions. Tune in to see if they might be a few questions you’ve had yourself.

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214-988-9178

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 16 and 17, which focus on the knowing your own financial goals and avoiding comparison.

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214-988-9178

In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the big picture. Let's talk about why understanding your goals, values, and mindset is pivotal in creating a plan that truly resonates with your life.

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214-988-9178

Throughout your planning journey, you've likely heard of the "Go-Go," "Slow-Go," and "No-Go" years of retirement. However, in our experience with clients, we've discovered that there are additional phases within these broader categories—each with unique challenges and rewards. In this episode, we'll discuss these specific phases of retirement: the honeymoon phase, the settling-in phase, the healthcare phase, and the solo years.

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214-988-9178

One of the biggest fears for pre-retirees is running out of money during retirement. So in today's episode, we're going to discuss five critical warning signs that your retirement plan might be at risk. From having too many debt repayments to having a poorly allocated portfolio, we’ll highlight the key areas you need to focus on to build a strong and resilient retirement plan.

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Website - https://www.brindleandbay.com/

214-988-9178