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!

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

214-988-9178

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.

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Contact:

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 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/@brindleandbay

Contact:

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 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 Robbins' Podcast

https://www.melrobbins.com/podcast

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

Contact:

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

214-988-9178

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/@brindleandbay

Contact:

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

214-988-9178

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 Channel: www.youtube.com/@brindleandbay

Contact:

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

214-988-9178

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 embracing failure as part of the investment journey.

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

Contact:

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. 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 time.

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

Contact:

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

214-988-9178