Tulsa Money Matters with Terrilyn Brownfield

Terrilyn stresses the vital importance of having a strong retirement plan that, of course, will do well in fair weather times but can also be shielded from economic downturns and even geopolitical events like we are experiencing now.  She emphasizes the value of utilizing a bucket strategy in your retirement plan to properly proportion your assets and your risks.

 Reach Terrilyn at 800-874-8380.

Integrity Financial Servic...

In this episode of Tulsa Money Matters, Terrilyn Brownfield,  CEO of Integrity Financial Services, shares expert insights on retirement planning, Warren Buffett's investment principles, and strategies to manage market volatility, inflation, and estate planning. Discover practical tips to build a secure retirement and how personalized planning can ease financial fears.

Reach Terrilyn at 800-874-8380.

Integrity Financial Service...

Retirement is often seen as the ultimate reward for years of hard work. It promises freedom from the daily grind, the ability to travel, and the luxury of time. However, alongside these benefits, many retirees face unexpected losses that can significantly impact their lifestyle. In this podcast, Terrilyn explores what you gain and lose in retirement, and how to navigate these changes effectively.

Reach Terrilyn at 800-874-8380.

Int...

Terrilyn discusses the need to replace that paycheck when you retire.  You’ve saved for years but do you have a plan to build that personal pension?  She goes over the strategies and points out that a good, sound retirement plan with built in income and help to ease that common fear retirees have of running out of money.  The conversation then moves to options for those who invest in real estate in their retire...

Terrilyn takes time to break down why old-school retirement advice can quietly wreck your future when people are living longer and healthcare keeps getting more expensive. She digs into what’s changing right now — including the buzz around “Trump accounts” — and why guessing your way through retirement is a bad strategy. If you want a clear plan for income, taxes, and long-term care instead of crossing...

Terrilyn Brownfield gets brutally honest about the hardest part of retirement: your paycheck stops, the market swings, and suddenly spending feels like you’re breaking the rules. She unpacks why “saving isn’t just a habit, it’s an identity,” and how the “sequence of returns” can crush a retirement if you’re pulling money out when the market is down. Don't miss Terrilyn laying out her ...

Terrilyn Brownfield breaks down the brand-new Trump accounts and why the $1,000 government “seed money” has families paying attention fast. She walk through who qualifies, how to stack contributions the smart way, and the practical do’s and don’ts so you don’t leave free money on the table. Don't miss this look at the bigger picture of retirement planning today—why purpose matters, and how to sta...

Money and relationships can be a messy mix—and Terrilyn Brownfield dives right into it on this fun, real-talk episode of Tulsa Money Matters. From discussing who handles the money to how finances quietly shape emotions, she breaks down why couples need honest check-ins before small money issues turn into big relationship problems. With Valentine’s Day as the perfect backdrop, this epi...

On this episode of Tulsa Money Matters, Terrilyn zeroes in on a tax surprise that caught a lot of retirees off guard — the extension of the Tax Cuts and Jobs Act — and why this creates a rare planning window for pre-retirees. She breaks down smart, proactive tax strategies and explains how tools like Charitable Remainder Trusts can turn taxes into legacy-building opportunities. If you...

Terrilyn Brownfield breaks down what today’s market signals could mean for 2026, 2027, and your retirement timeline...with help from a surprisingly relevant Will Rogers quote! She cuts through confusion around savings, debt, and investment myths while explaining real-world tools like high-yield savings, annuities, and tax-loss harvesting. If you’re getting closer to retirement and wondering whether your plan can survive...

Terrilyn takes this episode to zero in on the most critical—and often overlooked—year of retirement: year one. She breaks down common mistakes retirees make, how Social Security fits into the bigger picture, and why a shaky start can ripple through your entire retirement. If you want confidence, clarity, and real peace of mind in retirement, this episode lays out why a written income plan isn’t optional—it&r...

Terrilyn Brownfield flips the script on retirement, explaining why it’s not about pumping the brakes, but about shifting gears and living with intention. She breaks down how to balance enjoying life now with saving smart, tackles the emotional roadblocks that stop people from spending their own money, and connects the wisdom of Warren Buffett with the laid-back priorities of Jimmy Buffett. This episode drives home why a writt...

Terrilyn Brownfield breaks down why emotional investing can quietly drain your retirement through what she calls the “panic tax,” when fear leads to costly snap decisions. She explains how the sequence of returns really works, why the nonstop news cycle messes with investor behavior, and how smart planning keeps emotions from driving the bus. This episode is all about staying calm, staying strategic, and building a reti...

Terrilyn Brownfield brings the sparkle to retirement readiness, showing how to match your lifestyle with your nest egg so future you stays comfy, not cramped. She shares holiday spending tips that actually work, plus real talk on sudden wealth and generational wealth so big money doesn’t slip through your fingers. Then it’s smart tax moves and simple investment plays to keep your retirement secure, steady, and totally T...

Terrilyn Brownfield spills why the savviest retirees drive modest cars, rock Costco jeans, and still win the money game. From post-holiday pie talk to juicy steak metaphors, Terrilyn turns Oklahoma values into a simple plan: live below your means, tune out the neighbor’s advice, and build a retirement that fits you—perfectly. Plus, free no-pressure reviews and real talk on the &ldq...

Terrilyn Brownfield sounds the alarm: your retirement plan isn’t a crockpot—you can’t dump it in and walk away. She shows how active, regular checkups on your 401(k)—from fund selection to risk tweaks—can prevent silent losses and keep growth on track. If you’re unsure, get help, because this is your whole life on the line; manage it like it matters.

See omnystudio.com/listener for privacy informa...

Terrilyn Brownfield ditches dusty formulas and shows you dynamic spending rules that flex with markets—and your emotions—so you can actually enjoy the money you saved. She walks through smart “essential upgrades” to your plan, from better withdrawal sequencing to a foundation that won’t crack when life happens. If you’ve ever felt guilty tapping your nest egg, this episode hands you the mindset a...

Terrilyn unveils the five essentials—income, taxes, investments, healthcare, estate—and shows how intentional planning turns them from guesswork into a rock-solid game plan. You’ll learn when to claim Social Security, how to keep more after taxes, why your portfolio needs a real strategy, and where hidden healthcare costs ambush retirees. Finish with an estate plan that matc...

Terrilyn Brownfield turns financial education into rocket fuel on this episode, sharing her surprising path into finance and how hands-on workshops spark real change in the community. She breaks down purpose-driven planning and the three-bucket strategy, then exposes the costly traps in inherited accounts and sloppy beneficiary designations. Add in market-proof tactics and tax-smart moves, and you’ll leave with a sharper plan...