There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial.  We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today ..read more

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 before it's too late.    Links for this week's show NordVPM https://nordvpn.com/link-checker/ Internet Crime Complaint Center (IC3) https://www.ic3.gov/ Federal Trade Commission https://reportfraud.ftc.gov/#/   Check Out Our YouTube C ..read more

There are 5 conversations every couple should have before they retire. Retirement isn’t just a financial transition; it’s a lifestyle change that affects every aspect of your life—especially for couples. Today, we’re diving into the five financial conversations every couple needs to have before retiring to make sure you’re on the same page and set up for success ..read more

Today, we're addressing a topic that’s in headlines quite often: What happens if Social Security becomes insolvent? Is it really going away in 2034? Should you worry about your benefits? …and what you can do to prepare. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay ..read more

You’ve been scrolling social media, chatting with friends, or attending reunions, and it feels like everyone is posting about their retirement parties, exotic vacations, and new hobbies. Meanwhile, you’re still setting the  alarm for work every morning. Why does it feel like everyone’s ahead of you—and what should you do about it?"  That’s what we’re going to talk about today ..read more

The responsible side of each and every one of us knows we should be doing certain financial planning things each year.  But we’re busy people and most of us can only make time to do the things that are THE MOST ESSENTIAL.  So today we’re going to talk about mastering your money with only the most pressing things people nearing retirement should do.   Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178 ..read more

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. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178 ..read more

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? Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178 ..read more

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.   Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178 ..read more

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. Check Out Our YouTube Channel: www.youtube.com/@brindleandbay Contact: Website - https://www.brindleandbay.com/ 214-988-9178 ..read more