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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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 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

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.

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

Contact:

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.

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. 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.

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

Contact:

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

214-988-9178