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.

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.

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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.

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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.

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Contact:

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

214-988-9178

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.

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Contact:

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

214-988-9178

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?

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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. 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.

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

Contact:

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

214-988-9178