Best Conniedavis Podcasts (2024)

1
The Psychology Of Money: Book Club Series! (Part 6) 20:20

2d ago20:20

20:20

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. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay…

1
Retirees Who Inspire Us: Stories of Living Intentionally 20:59

16d ago20:59

20:59

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 t…

1
The "Magic Number" Needed To Retire 17:16

30d ago17:16

17:16

In recent years, the "magic number" for retirement has shifted from $1 million to $1.5 million. This change, based on a recent survey, has left many wondering if they need to adjust their retirement plans. In today's episode, we dive into this topic to uncover whether this new figure is truly necessary for a comfortable retirement. Check Out Our Yo…

1
The Psychology Of Money: Book Club Series! (Part 5) 26:08

2M ago26:08

26:08

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we're covering chapters 9 and 10. Tune in as we share our insights and takeaways from these chapters that focused on the true nature of wealth and the importance of saving! Check Out Our YouTube Channel: www.youtube.com/@brindleandba…

1
The Psychology Of Money: Book Club Series! (Part 4) 21:39

2M ago21:39

21:39

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This week, we'll be tackling chapters 7 and 8. Join us as we dive into the concepts of financial freedom, control, happiness, and more. These chapters had some awesome things to say about managing your finances and living a fulfilling life! Mel…

1
Which is better? $5,000 Monthly or $1M for Retirement? 13:38

3M ago13:38

13:38

Would you rather have a $1 million lump sum, or get paid $5,000 per month in retirement forever? Common advice often solves this by asking the wrong question. In today's episode, we will take a more in-depth look. Lump Sum Versus Monthly Video: https://www.youtube.com/watch?v=QLeKmQ_kQHg&t=85s Check Out Our YouTube Channel: www.youtube.com/@brindle…

1
Protecting Yourself Against Scams & Fraud 22:36

3M ago22:36

22:36

As much as any other threat, recognizing and avoiding scams has become a necessary skill in today's world. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. We'll share real-life stories and practical advice to spot red flags and identify scamming techniques…

1
The Psychology Of Money: Book Club Series! (Part 3) 30:14

4M ago30:14

30:14

We're looking forward to continuing our book club series for Morgan Housel's The Psychology of Money this week. This episode, we're diving into chapters 5 and 6, which cover themes of preserving wealth, adaptability, and consistency in financial planning. Stay tuned as we discuss the importance of staying invested during market fluctuations and emb…

1
The Psychology Of Money: Book Club Series! (Part 2) 22:07

4M ago22:07

22:07

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. In our last episode, we dove into the first few chapters. This week, we'll be tackling chapters 3 and 4, which have some powerful takeaways on the importance of contentment, the impact of social comparison, and the power of compounding over tim…

1
The Psychology Of Money: Book Club Series! (Part 1) 20:25

5M ago20:25

20:25

Welcome back to The Money Master podcast! Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. This is a fantastic read that we're so excited to dive into with you. Grab your copy of the book, or just sit back and enjoy the ride as we unpack the first few chapters! Check Out Our YouTube Channel: …

1
We Secretly Cringe When Clients Say These Things About Investing with Derek Prusa, CFA, CFP® 35:24

5M ago35:24

35:24

We're excited to be joined by Derek Prusa, CFA, CFP®, in this week's episode. Derek is on our investment committee at Brindle and Bay, owns a private practice in Grand Rapids, Michigan, and is the face behind our monthly market videos. Listen in as we chat with Derek about some common investing misconceptions, the importance of a diversified portfo…

1
Our Favorite Books: Personal Growth, Finance, & More! 23:10

6M ago23:10

23:10

To ring in the new year, we thought it would be fun to share some great books we've read that have shaped our lives and our thinking. We'll chat about our reading habits and share some recommendations for a range of genres, including self-help, fiction, health, and finance. If you've read any inspiring books recently, we'd love to hear from you! Dr…

1
Social Security's Vision 2025 Plan: What You Need To Know 15:10

6M ago15:10

15:10

There's been a lot of buzz around Social Security lately. Today, we're diving deep into the recent changes outlined in the Vision 2025 document. With Social Security's solvency a topic of concern, we'll break down the key updates and share how they could impact your retirement benefits. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay …

1
Tis' The Season: Our Favorite Holiday Traditions 17:57

7M ago17:57

17:57

In this special holiday episode, we're taking a break from our usual financial discussions to share some festive cheer. Tune in as we chat about the holiday season, sharing some of our favorite traditions, foods, and even some budget-friendly gift-giving ideas! Grab a cup of cocoa, cozy up by the fireplace, and join us as we reflect on the magic of…

1
Is There A Best Time Of The Year To Retire? 19:00

7M ago19:00

19:00

For many of us, retirement is a monumental moment we've been contemplating for years. We think about the age we'll retire, the plans we'll make, and the life we'll lead post-retirement. So, have you ever wondered if there's an optimal time to retire during the year? Stay tuned as we explore some emotional and financial reasons to choose a particula…

1
Should My Advisor Collect Tax Filing? 15:01

8M ago15:01

15:01

Interestingly, a lot of people that meet with us in our office are surprised that we ask for their tax returns. In today's episode, we're going to discuss why it's uncommon for advisors to request clients' tax returns and highlight the significant impact taxes can have on your finances before and after retirement. Listen in as we talk about optimiz…

1
Can AI Replace Your Financial Advisor? 17:18

8M ago17:18

17:18

Artificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation, and even test-taking. But can you use AI for retirement planning advice? Stay tuned as we dive into an article where artificial intelligence is pitted…

1
What Is The Deal With Bonds? 16:51

9M ago16:51

16:51

Bonds have been a cornerstone of financial planning for years, but how well do you really understand them? In today's episode, we're diving deep into the world of bonds to explain how they fit into your financial portfolio. Tune in as we explore various types of bonds, reveal the risks associated with different kinds, and share the impact these fac…

1
The Future of Retirement In America: Is The Glass Half Full or Half Empty? 21:04

9M ago21:04

21:04

Are we on the brink of a retirement renaissance or stormy seas ahead? On this episode, we jump into the pressing issues of Social Security, healthcare, taxes, stock market trends, and long-term care. Whether you're an eternal optimist or cautious pessimist, this episode will equip you with perspectives to plan your retirement years with confidence …

1
Exposing Retirement Planning Complaints 19:17

10M ago19:17

19:17

In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https:…

1
Making The Right Choice – Paying Down Mortgage Or Saving Into Your 401k 21:51

10M ago21:51

21:51

As homeowners, we all know that paying down our mortgage decreases both debt and stress. But have you ever wondered if there's a better way to secure your financial future? Is being debt-free the ultimate goal, or should you prioritize saving for retirement instead? In this episode, we're going to break it down for you, weighing the pros and cons o…

1
Do You Have Enough To Retire? Here's How To Know! 15:11

11M ago15:11

15:11

1
Downsizing For Retirement - 4 Things To Consider 17:20

12M ago17:20

17:20

When going into retirement, many people decide to sell their current home and downsize. While there are many benefits to this, there are also a few things to consider, which we will discuss in this episode. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178…

1
3 First Year Retirement Surprises 23:00

12M ago23:00

23:00

In this episode, we discuss retirement surprises that new retirees often encounter and wish they had been told about beforehand. From adjusting to spending time together as a retired couple to finding fulfillment without work, we'll offer some tips and tricks for preparping for this life change and getting the most out of your retirement years. Che…

1
5 Things To Consider Before You Retire 15:01

1y ago15:01

15:01

Retirement is a big step to take and it's crucial that you're prepared when going into this next phase of life. On this episode, we'll cover 5 key considerations you should make before you retire and why getting these details ironed out is important when putting together a comprehensive retirement plan. Check Out Our YouTube Channel: www.youtube.co…

1
Mailbag: Where Should I Save Money For My Grandchildren? 15:45

1y ago15:45

15:45

Welcome back to The Money Master podcast! In today's episode, we will be answering some listener questions that have recently come into the show. We will discuss what happens to your pension if your employer goes bankrupt, different account types you can save in for your grandchildren, if it's wise to sell a rental property before retirement, and m…

1
6 Financial Planning Principles We Live By 16:41

1y ago16:41

16:41

In this episode, we will be discussing Brindle and Bay's planning principles. We use these principles every day in our practice and hope that some of these can help you in your financial journey. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178…

1
Ep 43: 6 Retirement Investing Principles We Live By 16:07

1y ago16:07

16:07

There is a lot of information out there surrounding investing for retirement. This can make somebody feel easily overwhelmed and hesitant when they need to start putting a plan together. On today's show, we will be discussing 6 retirement investing principles that we live by and why you may want to consider implementing them in your own retirement …

1
Ep 42: Is There A Best Time To Take RMDs? 16:28

1y ago16:28

16:28

As you go along in retirement, there will come a point where you will have to take your RMD (Required Minimum Distribution) from your retirement accounts. Many people wonder if there is a "best" time to take these within the year. We will be discussing this question and some thoughts surrounding RMD strategies. Check Out Our YouTube Channel: www.yo…

1
Ep 41: Is The 4 Percent Rule Still Relevant? 13:58

1y ago13:58

13:58

There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today’s environment. We will break down what the 4 percent rule is and why this rule may not be the best one to follow when it comes to retirement planning. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay…

1
Ep 40: What Is Diversification? 15:55

1+ y ago15:55

15:55

Diversification is a common term in the financial landscape, but what does this term actually mean? Today we will be covering the basics of diversification and why you may want to consider this strategy in your retirement portfolio. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-9…

1
Ep 39: Spring Cleaning Your Finances 11:21

1+ y ago11:21

11:21

For some people, it’s time for spring cleaning, and that often means diving into a cluttered closet and getting it cleaned out and organized. On today's show, we’ll share what principles we can take from the concept of sping cleaning and see how we can apply it to our financial lives. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Co…

1
Ep 38: 5 Bad Habits That Blow Through Retirement Savings 18:07

1+ y ago18:07

18:07

Sometimes we can stand in the way of our own goals. This is no different when it comes to retirement planning. We will be discussing 5 bad habits that can dwindle down your retirement savings and how to combat them. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178…

1
Ep 37: SECURE Act 2.0 25:28

1+ y ago25:28

25:28

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178

1
Ep 36: 3 Ways To Reduce Taxes On Your Social Security 16:20

1+ y ago16:20

16:20

Tax planning can have a massive impact on your retirement plan and can help you save money in the long term. Some of these strategies need to be carefully planned and carried out over the next several years. We will discuss the top 3 ways you might be able to reduce your taxes on your social security benefit on today's episode. Check Out Our YouTub…

1
Ep 35: Learning From Grandma’s Financial Wisdom 17:20

1+ y ago17:20

17:20

Even if she wasn’t directly talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some classic Grandma sayings and see how they relate to our financial lives. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178…

1
Ep 34: Are You Saving For Retirement In The Wrong Account Types? 16:20

1+ y ago16:20

16:20

When saving for retirement, it is important to know what types of accounts you are saving in and if they are the most effective ones to help you reach your goals. On thie episode, we discuss what the different types of accounts are, what they are effective at, and why this is an important consideration for you retirement plan. YouTube Video: https:…

1
Ep 33: How Social Security Is Calculated 15:05

1+ y ago15:05

15:05

Social Security is one of the main pillars of retirement planning. However, many people do not realize how their benefit gets calculated. You need to have a plan when it comes to taking your Social Security and know how it will fit into your overall retirement picture. Social Security Login: https://www.ssa.gov/myaccount/ 9 Questions To Ask Episode…

1
Ep 32: Getting It Right: Irreversible Financial Decisions 15:20

1+ y ago15:20

15:20

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindlean…

1
Ep 31: 2 Methods To Turn Savings Into Income 23:10

1+ y ago23:10

23:10

One of the biggest challenges when planning for retirement is figuring out a stategy that will allow you to turn your nest egg into income. There are 2 main methods financial planners use to achieve this goal. We will be discussing both of these methods and the variations that you may come across on this episode. Michael Kitces Article: https://www…

1
Ep 30: 9 Questions To Ask Before Taking Social Security 15:20

2y ago15:20

15:20

Social Security is one of the most complex retirement planning topics. There are multiple ways to file, everyone will receive a different amount, and there is a lot of misinformation about this topic. If you make a mistake, it can be very costly, which is why Nick and Tori will address a few social security considerations you should make on the pod…

1
Ep 29: Can I Work and Take Social Security? 13:35

2y ago13:35

13:35

Social Security can be one of the most confusing aspects of retirement planning. There are countless claiming strategies and it can be difficult to know which ones can be advantageous for your situation. We will discuss if you should work and take Social Security and when it might make sense to utilize this strategy. Check Out Our YouTube Channel: …

1
Ep 28: 5 Reasons To Retire Early (If You Can) 19:01

2y ago19:01

19:01

There are a lot of considerations when making the decision to retire early. Many people just want to work to a certain age, or dollar amount to make them feel better about their retirement. However, if this opportunity has presented itself to you, you may want to act on it. Even if it's a little sooner than you had originally anticipated. Check Out…

1
Ep 27: Should I Have 3 Years Cash? 20:46

2y ago20:46

20:46

We invite a special guest on the show Tori Ten Hagen. Tori currently serves as a Resident Financial Planner on the Brindle and Bay team and is working towards getting her CFP. On this show, we will be discussing if it's a good idea to have 3 years worth of cash when you are in retirement. Since the market is down, many people are worried about losi…

1
Ep 26: All Hands On Deck 18:58

2y ago18:58

18:58

Rising interest rates and inflation are two topics that are a big concern right now in the financial landscape. We thought this would be a great time to go over these big topics and also discuss what concerns our members have brought up in regards to these subjects as well. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Webs…

1
Ep 25: What's The Difference Between An Advisor & Planner? 14:27

2y ago14:27

14:27

The financial world is filled with a lot of terms that can make it difficult for many people to navigate. On this show, we'll be discussing the differences between an advisor and a planner. We hope that this can help clear up any confusion you may have had with these two terms. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: …

1
Ep 24: Understanding Financial Jargon: Advisor Designations & Definitions 18:50

2+ y ago18:50

18:50

It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll encounter on your financial planning journey. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay …

1
Ep 23: How To Recognize Your Own Voice of Greed & Fight Against It 20:57

2+ y ago20:57

20:57

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: …

1
Ep 22: Planning For Things We Can’t Predict 16:56

2+ y ago16:56

16:56

There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers. Check Out Our YouTube Channel: www.youtube.com/@brindlean…

1
Ep 21: What They’re Saying: What Is The Most Important Part Of Retirement Planning? 21:09

2+ y ago21:09

21:09

We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the interne…

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