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

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

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

As many parents and grandparents know, financial responsibilities don't end when the kids move out of the house. From paying for cell phone bills and auto insurance to funding college educations, financial support often continues well into adulthood. But as your retirement years get closer, it’s essential to find a balance between supporting your family and securing your own financial future. In this episode, we'll walk through some common scenarios, and talk about how we help our clients find the right balance for their unique situations.

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

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 14 and 15, which focus on the inevitability of change and the hidden costs associated with financial decisions.

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

214-988-9178

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This time, we're covering chapters 11-13. Tune in as we explore the intersection of rationality and emotion in financial decision-making.

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

214-988-9178

One of the best parts of our jobs is hearing about what our clients are doing or looking forward to in retirement. So, in today's episode, we're highlighting retirees from our office who inspire us! These retirees aren't just enjoying their freedom- they're thriving in ways that are truly inspirational. From transforming their health and wellness to pursuing lifelong dreams, we hope this conversation encourages you to live intentionally in your retirement years and beyond!

Check Out Our YouTube Channel: www.youtube.com/@brindleandbay

Contact:

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

214-988-9178