This is the intro episode as we rebrand the podcast to The Money Puzzle. With the new year and another forthcoming announcement we'll be making as we receive a few more details, we decided it was time to refresh the podcast a bit. The name stems from an analogy we use quite a bit with clients in the office. Putting together a financial plan resembles very much the idea of putting together a puzzle. Each puzzle piece represents a different part of your life. Think about things like your investments, retirement accounts, taxes, wills, trusts, time horizon, risk tolerance, and insurance policies. These are all pieces of your puzzle that need to fit together to form a clear picture that illustrates how best to achieve your goals, whatever they may be. Thanks for listening to the show, and please share with any friends or family that may benefit from listening to anything we have to say.
Visit us at https:fwppartners.com
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram
