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The Psychology Of Money: Book Club Series! (Part 7)

Money Master Retirement Podcast

Release Date: 07/18/2024

Is it too risky to keep investing in retirement? show art Is it too risky to keep investing in retirement?

Money Master Retirement Podcast

Today, we’re talking about investing in stocks during retirement.  People ask about balancing growth vs safety in retirement.  You hear all of this negative stuff about the stock market.  Should I keep investing in retirement?” that’s the question we’re answering today.

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Should I work an extra year? show art Should I work an extra year?

Money Master Retirement Podcast

People ask if they should work an extra year or not.  We hear it a lot--- and the answer is not just about money—it’s about your lifestyle, your health and what you want your retirement to look like.

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Here’s When You SHOULDN’T Do Roth Conversions show art Here’s When You SHOULDN’T Do Roth Conversions

Money Master Retirement Podcast

If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea.    While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk about the scenarios where it might actually work against you.

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Some People Should Not Hire a Financial Advisor...Yet show art Some People Should Not Hire a Financial Advisor...Yet

Money Master Retirement Podcast

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.

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The 5 Financial Conversations Every Couple Should Have Before Retirement show art The 5 Financial Conversations Every Couple Should Have Before Retirement

Money Master Retirement Podcast

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.

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Will Social Security Bankrupt? show art Will Social Security Bankrupt?

Money Master Retirement Podcast

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

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Are you behind for retirement? show art Are you behind for retirement?

Money Master Retirement Podcast

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

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The Ultimate New Year Checklist: Master Your Money in 2025 show art The Ultimate New Year Checklist: Master Your Money in 2025

Money Master Retirement Podcast

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

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How your investment fees REALLY work. show art How your investment fees REALLY work.

Money Master Retirement Podcast

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

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Emergency cash needs change when you retire. show art Emergency cash needs change when you retire.

Money Master Retirement Podcast

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

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More Episodes

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 Channelwww.youtube.com/@brindleandbay

Contact:

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

214-988-9178