Shows
Retirement Planning Happy HourFear-Based Financial Products: What’s Real and What’s a ScamSend us a textIn this episode of Retirement Planning Happy Hour, Eric Douglas and Chris Vaughn expose the truth behind fear-driven financial products that target seniors and retirees. From title protection scams to physical gold sales, Medicare Advantage hype, and burial insurance traps — they reveal what’s actually worth your money and what’s just clever marketing.You’ll learn:Why most “title protection” plans only alert you, not protect youThe real math behind gold vs. the S&P 500When (if ever) a reverse mortgage makes senseThe...
2025-11-121h 04Retirement Planning Happy HourThings To Know Prior to Retirement - Part 1Send us a textIn this episode, we dive into the realities of retirement that most people don’t see coming. From understanding why you’re retiring to the emotional and financial challenges that follow, Eric Douglas and Chris Vaughn share lessons learned from years of guiding clients through one of life’s biggest transitions.We’ll discuss the difference between retiring from something and retiring to something, why purpose matters as much as planning, and how to avoid common mistakes like retiring too early, underestimating taxes, or overspending in your first years of freedom. You’ll a...
2025-10-2950 minRetirement Planning Happy HourThe Dangers of Recency BiasSend us a textIn this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value, the pitfalls of relying too heavily on recent stock performance, and why having a well-designed portfolio tailored to your timeline matters more than chasing headlines.Whether you’re new to investing or looking to refine your strategy, this episode offers critical insights to help you build a resilient portfolio and avoid common investing mistakes.We...
2025-06-1145 minRetirement Planning Happy HourSome Truths About Real Estate InvestingSend us a textIn this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long-term approach to real estate investing.Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and practical advice for navigating the world of real estate investing.Schedule Your Personalized Financial Planning Session Now!Visit: http://www.fwppartners.comSubscribe, like, and ring the bell for more expert...
2025-06-0446 minRetirement Planning Happy HourInsurance: The Overlooked Key to SecuritySend us a textIn this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wealth. We’ll explore human capital, the real purpose of term life insurance, the often-ignored importance of disability coverage, and how umbrella policies act as a shield against life’s unexpected disasters. If your financial plan doesn’t include protection, it isn’t complete.Whether you’re planning for retirement or just starting out...
2025-05-2851 minRetirement Planning Happy HourRetirement Planning Happy Hour - Importance of Portfolio ConsolidationSend us a text🔑 Topics covered:Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employer's 401kThis week's drink of choice: Woodford Reserve Sherry Cask FinishWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2025-05-0643 minRetirement Planning Happy HourRetirement Planning Happy Hour - Let's Talk TariffsSend us a textWelcome to the premiere episode of the Retirement Happy Hour Series! In this kickoff conversation, we set the stage for what retirement can truly be—an exciting new chapter full of purpose, connection, and opportunity. Join us as we explore the emotional and financial transitions that come with retirement, bust common myths, and offer practical advice for finding joy and direction beyond the nine-to-five.Eric Douglas and Chris Vaughn introduce the core themes of the series—wellness, financial freedom, lifelong learning, and meaningful relationships—while sharing personal insights and stories that resona...
2025-04-2948 minRetirement Planning Happy HourTrading vs. Investing...Which is Right for You?Send us a textSchedule Your Personalized Risk-Off Strategy Session Now! Visit: http://www.fwppartners.comLet’s dive deep into the world of trading vs. investing. Trading vs. Investing - What's the Difference? The Emotional Rollercoaster of Market Timing The Importance of Long-Term Planning Protecting Your Retirement with Our Risk-Off StrategySo, if you're wondering whether to trade, invest, or simply need some financial guidance, join us for this enlightening discussion! Let's craft a personalized plan to safeguard your financial future with us at: http://www.fwppartners.co...
2024-01-3025 minRetirement Planning Happy HourWhat is our Risk Off Retirement Strategy?Send us a textSecure Your Retirement: Schedule Your Personalized Risk-Off Strategy Session Now! Visit: www.fwppartners.comDo you ever wonder about Risk-On Risk-Off Retirement strategies? Well, today, we're going to pull back the curtain and reveal the ins and outs of this financial approach. In the world of retirement planning, there's no one-size-fits-all solution. That's where Risk-On Risk-Off Retirement comes in - it's all about tailoring your strategy to fit your unique financial goals.Don't just take our word for it; take action now. Schedule your Risk-Off Retirement Strategy Session with o...
2024-01-2317 minRetirement Planning Happy HourIs the 4% Rule a Retirement Disaster?Send us a textThe 4% rule, born in the '80s, has long been a staple in retirement planning. But is it still relevant today? We break it down, discussing how it might not be the best approach for your retirement dreams.Discover why relying solely on the 4% rule could mean scrimping in retirement. With inflation on the rise and market fluctuations, there's a lot at stake.Join us for an eye-opening discussion on how our Risk-Off Retirement Income Strategy can provide you with peace of mind, allowing you to enjoy your golden...
2024-01-1618 minRetirement Planning Happy HourWhat Are the Different Types of Financial Advisors?Send us a textLooking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comNot all advisors are the same, and it's crucial to understand the differences. We break down various types, including insurance advisors, fiduciary advisors, investment managers, captive advisors, and financial planners.Plan for the future with us at http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management. CONNECT WITH US: Website: www.fwppartners.comWebsite: Family Wealth...
2024-01-0920 minRetirement Planning Happy HourWhy Should You NOT Wait to Retire?Send us a textLooking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comReady to enjoy retirement? Don't wait too long! Discover the signs you're ready to retire and why delaying retirement might be hurting you.Plan for the future with us at http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management. CONNECT WITH US: Website: www.fwppartners.comFacebook: / fwppartners Instagram: / ericdouglasfinancialadvisor LinkedIn: / ericdouglasfinancialadvisor #financialplanning #personalfinance #retirementplanningW...
2024-01-0217 minRetirement Planning Happy HourWhy You Should Use a Financial AdvisorSend us a text Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com Why get a professional financial planner when you could just do it yourself? 🤔Unfortunately, DIY financial planning rarely works in your favor. Not only could you end up leaving a lot of money on the table, you could a...
2023-08-1426 minRetirement Planning Happy HourAre Financial Advisors Worth It?Send us a text🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com “If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔That's actually… A very good question, one we’re finally going to give you the answers to.A lot of people b...
2023-08-0732 minRetirement Planning Happy HourWhy Insurance Salesmen are NOT your Financial AdvisorSend us a text🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Tailored Advice. Innovative Solutions. Comprehensive Planning.Planning for your future has never been more meaningful. We’re an innovative firm helping families create tailored financial plans.Educated families make better decisions which can lead to greater results.Learn more here: www.fwppartners.comA critical truth: your insurance salesman may not be the qualified financial advisor you need. Join us as we navigate real-life scenarios, exposing...
2023-07-3113 minRetirement Planning Happy HourConsuming Media is Not ResearchSend us a textPlanning for your future has never been more meaningful.Visit our website for expert financial advice: https://fwppartners.com/ Don't fall into the trap of mistaking media consumption for proper research.Join us in this discussion as we debunk the myths and shed light on the importance of doing your own due diligence.In this episode of The Money Puzzle, we dive into the misconceptions surrounding media-driven financial information. We share insights on why relying solely on news media can lead to misguided investment decisions.
2023-07-2416 minRetirement Planning Happy HourHow does the Secure Act 2.0 affect RMD?Send us a textThis week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Listen : https://fwppartners.com/podcast/Watch : https://fwppartners.com...
2023-01-1820 minRetirement Planning Happy Hour2023 Market PredictionsSend us a textWith the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contact
2023-01-1129 minRetirement Planning Happy HourIs it worth paying for a financial advisor?Send us a textThis week on The Money Puzzle Podcast today's we share a story of a client who if they would have sought advice from a professional, could have ended up better off in the long run. You can have peace of mind knowing that your money/retirement is in the safe hands of a professional that has your goals in mind. Enjoying life without that added stress of financial planning is priceless. Watch the full episode or to catch up on all our podcasts just click the link below! If yo...
2022-12-0721 minRetirement Planning Happy HourIs the 60/40 portfolio still relevant?Send us a textThis week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with on...
2022-12-0123 minRetirement Planning Happy HourStay Away from Financial Hearsay!Send us a textThis week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas ask you if you have an issue with your back, where do you go? You call a doctor, right? If you're going to build a building, who do you call? You call an architect. When it comes to your retirement and financial future in the hands of someone who is not professionally licensed or acting as a fiduciary that's qualified to give advice with your best interest and goals in mind. So next time you have questions about financial planning or...
2022-11-1619 minRetirement Planning Happy HourMoney Puzzle TV Show: Why is it important to have a personalized Income Strategy?Send us a textNEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. Chris talks this week about Income Strategy. The big issue with income strategies is there is no right answer, everybody is unique. There is just no way that you can take what works well for one client and turn it into something that works perfectly with your life. Because goals are different, your dreams are different. You're different people. Watch the full episode or to catch up on all our podcasts just click th...
2022-10-1728 minRetirement Planning Happy HourHow often should you talk about risk with your advisor?Send us a textThis week on The Money Puzzle Podcast Brian Ramsey and Aaron McAndrew talk all about risk management. This is something that we have a dedicated meeting for every single year and the reason we do is that we often find when we have conversations with prospective clients that come in and we ask, how often have you had a conversation around risk? And they say, hardly ever. Risk is a big part of your portfolio and needs to be updated just like your portfolio. Watch the full episode or to...
2022-10-1425 minRetirement Planning Happy HourMoney Puzzle TV Show: Do we believe what the media is saying about recession possibilities?Send us a textNEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. Brian is going to talk this week about the recession because a lot of people who have been calling your office in Louisville are saying the recession, recession, recession. But the news isn't saying recession. Are we in a recession? Who and what do we believe? Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our...
2022-10-1228 minRetirement Planning Happy HourMoney Puzzle TV Show: Where are we going to see inflation affect us the most?Send us a textNEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. With inflation on the mind of most Americans today, This week Brian Ramsey talked about real examples and concerns that he sees coming up in his appointments. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a ca...
2022-10-0328 minRetirement Planning Happy HourWhat are some positives that come with market lows?Send us a textThis week on The Money Puzzle Podcast Brian Ramsey & Eric Douglas put a little twist on what we have been talking about the last several weeks, which is all the negativity in the market. But there are some positive, believe it or not, and that's what we to talk about today. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on ou...
2022-09-2818 minRetirement Planning Happy HourMoney Puzzle TV Show: What are sources of Permanent Predictable Income?Send us a textNEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about Permanent predictable income. Permanent predictable income is what it sounds like. You can't outlive it, It's permanent. So we don't have to worry about running out of this money. Predictable meaning, we can forecast with a certain amount of accuracy. The amount of money that you're going to be receiving from this source at any given point in the future, five, ten, or twenty years...
2022-09-2628 minRetirement Planning Happy HourShould Retirees worry about Inflation?Send us a text NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the importance of retirees having a plan in place that says, yes, my portfolio can withstand the volatility and income sources. They share some examples of what we are hearing and seeing in our client meetings! Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of ou...
2022-09-1928 minRetirement Planning Happy HourMoney Puzzle TV Show: How do Taxes fit into my Retirement Plan?Send us a textNEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the biggest expense you're going to have to in your lifetime. And I'll bet you spend hardly any time during the year talking, discussing, or planning for it. People think that during retirement, the big expense is going to be medical expenses. But taxes far, far outweigh that. We found that the average person pays $480,000 in taxes over their lifetime. That is a significant amount...
2022-09-1228 minRetirement Planning Happy HourWhat do we do in response to record inflation?Send us a text This week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss some of the questions they are seeing in client appointments. With the market the way it is we cannot stress enough the importance of a financial plan. Having a financial plan in place and not letting the investments dictate what your decisions are, letting the plan dictate what investments you have and what investments to use. That's the purpose of planning, which is making sure you're not going to run out of money and retirement, and then you can f...
2022-09-0827 minRetirement Planning Happy HourIs The Federal Reserve forcing us into a recession?Send us a textThis week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss their thoughts following the meeting that The Federal Reserve had this previous Friday down in Jackson Hole, Wyoming, which is an annual meeting or an annual conference that they do at the meeting, the Federal Reserve chairman came out and made some comments that were quite interesting, to say the least, and the market definitely had a reaction. Watch the full episode or watch/listen to all our podcasts at the link below! If you'd like to speak with o...
2022-08-3121 minRetirement Planning Happy HourHow to Structure Retirement IncomeSend us a textThis week on The Money Puzzle Podcast Chris Vaughn & Eric Douglas discuss you where retirement income comes from to fill the gaps. Once you have a good financial plan, specifically if you're approaching retirement or you're already there, you need to have a good income strategy or an income plan. So we wanted to talk about those a little bit today. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
2022-08-1029 minRetirement Planning Happy HourAre We Seeing the Beginning of a Recovery?Send us a textThis week on The Money Puzzle Podcast Chris Vaughn & Eric Douglas discuss the current market coming into august and what to expect in the future. We are seeing our economy start to recover but there is still strategies that you and use to use the market to your advantage in your financial plan. We post new videos every week, if you have a suggestion on our next topic drop it in the comments! You can go back and watch/listen to all our podcasts at the link below! If you'd like to...
2022-08-0325 minRetirement Planning Happy HourWhy is insurance so important? - featuring Heather McCormickSend us a textThis week on The Money Puzzle Podcast we are with special guest Heather McCormick, Owner of McCormick Advantage Insurance Agency, LLC. One thing that can destroy a plan faster than anything else is not having the correct insurance. When disaster happens, you are left to pick up the pieces. You could end up on the hook for hundreds of thousands for medical bills, damages, and more. Having the right insurance and the right amount is crucial to keep you protected. We post new videos every week, if you have a...
2022-07-2734 minRetirement Planning Happy HourIs there anything good about a recession?Send us a textThis week on The Money Puzzle Podcast we explore “Is there anything good about a recession?”. A recession is not necessarily fun but when you look at just like a natural economic cycle, the evolution of the economy, the evolution of a business cycle in and of itself, a recession is a part of a healthy economy. Correct? Because as things go up, they get to a saturation point and they then need to come down to correct themselves. We post new videos every week, if you have a suggestion on our n...
2022-07-2023 minRetirement Planning Happy HourThoughts on the Market through the first half of the yearSend us a textThis week on The Money Puzzle Podcast we talk about the current market. We are seeing changes in the market that we haven’t seen in years! Join us to see our take about the market at this time. We post new videos every week, if you have a suggestion on our next topic drop it in the comments! You can go back and watch/listen to all our podcasts at the link below! If you'd like to speak with one of our advisors or need more information regarding any of the...
2022-07-1435 minRetirement Planning Happy HourMoney Puzzle TV Show: Call-in Show with Brian & EricSend us a textIf you missed our TV Show “The Money Puzzle”, Brian Ramsey and Eric Douglas got to have their chance to take calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! As always phone lines are open during and after the show. if you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on today's show, please give us a call!Website: Family Weal...
2022-07-1128 minRetirement Planning Happy HourWhat are alternative investments?Send us a textThis week on The Money Puzzle Podcast we explore alternative investments. The idea of using an alternative in your portfolio is to find something to not necessarily hedge against stocks and bonds, but to be something that's going to not correlate. We post new videos every week, if you have a suggestion on our next topic drop it in the comments! You can go back and watch/listen to all our podcasts at the link below! If you'd like to speak with one of our advisors or need more in...
2022-07-0729 minRetirement Planning Happy HourMoney Puzzle TV Show: What are common Myths about Retirement?Send us a textIf you miss the Money Puzzle TV Show this past Saturday, Brian Ramsey and Chris Vaughn discussed common retirement Myths. With lots of information out there but it’s hard to know what the truth is. In the financial world, things can change in minutes. As financial professionals, we stay on top of those changes and adjust accordingly. knowing all the facts is the best place to start to ensure that your retirement plan is successful.If you'd like to speak with one of our advisors or need more information regarding an...
2022-07-0628 minRetirement Planning Happy HourHow does inflation affect my retirement plan?Send us a textToday, we're wrapping up our topic from last week, Inflation. If you get a chance to watch last week's show we specifically talked about gasoline. Today we're talking more about just general inflation, how it affects clients, and what you should do to prepare for it. Inflations can’t be avoided but you can have a plan! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Website: Family Wealth Planning Part...
2022-06-2929 minRetirement Planning Happy HourMoney Puzzle TV Show: How do you account for inflation in your portfolio?Send us a textIf you miss the Money Puzzle TV Show this past Saturday, we talked about Inflation. In retirement, you want to be able to enjoy yourself. You want to focus on the things you want to have and do. That's why working with a professional coming in and going through the comprehensive financial planning process can give you that security. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook
2022-06-2728 minRetirement Planning Happy HourHow do I plan for Inflation?Send us a textToday on the Money Puzzle Podcast we talk about inflation. Most people have not planned for Inflation, but you should be planning for these changes every year. Inflation is a topic in so many of our minds right now. Whether it’s leaving the grocery store your wallet a lot lighter, or the constant news headline you can’t seem to avoid. Inflations can’t be avoided but you can be prepared! If you'd like to speak with one of our advisors or need more information regarding any of the topics discuss...
2022-06-2323 minRetirement Planning Happy HourMoney Puzzle TV Show: How has retirement changed over time?Send us a textIf you miss the Money Puzzle TV Show this past Saturday, we talked about why your retirement looks very different from your parents and generations before. The market changes every day but is not the only explanation for these differences. How we plan for retirement and where that money is coming from make staying up to date with your financial plan even more important with planning for the future.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian...
2022-06-2128 minRetirement Planning Happy HourCrypto in Retirement PlansSend us a textToday on The Money Puzzle Podcast talk Crypto when it comes to your retirement. We discuss how crypto is being added to retirement plans, and how we think that might affect participants in general. Join us next week, we post new content every Wednesday! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2022-06-1518 minRetirement Planning Happy HourThe Money Puzzle TV Show: What are the phases of Retirement?Send us a textIf you missed our TV Show “The Money Puzzle”, Chris Vaughn and Eric Douglas talked about the phases of retirement. It's important to understand this because you have to know where you are, and you have to know what the next phase looks like. By first understanding your retirement goals then you can start preparing for it. If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Website: Family Wealth Planning Partne...
2022-06-1328 minRetirement Planning Happy HourWhat To Do with Cash?Send us a textToday on The Money Puzzle Podcast talk about Cash. Cash is cash, but there are two types of cash. One type is cash that would be in your checking and savings account. And the other type is anything else, like cash that is earmarked for later. Okay. We will discuss what our opinions are when it comes to cash. Join us next week, we post new content every Wednesday! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian R...
2022-06-0922 minRetirement Planning Happy HourMoney Puzzle Podcast: Taxes 2Send us a textToday on The Money Puzzle Podcast we are talking Taxes. In the month of May lots of you just paid their taxes and now want to know, what can I do for next year? Maybe you paid a little bit more than I wanted to back in April or got back more than I expected to. So what do you do? That's what we are talking about today and focusing on what are some of the accounts are, how they're taxed, and what are some other tax strategies. Join us next week, we...
2022-06-0126 minRetirement Planning Happy HourMoney Puzzle: Federal ReserveSend us a textOn The Money Puzzle Podcast, we explain the Federal Reserve and how it affects banks and you as a borrower. Established by Congress in 1913, the Federal Reserve System is the central bank of the United States, which provides the nation with a safer, more flexible, and more stable financial system. Working with a financial advisor can help you be prepared for whatever the economy will throw at you! Join us next week, we post new content every Wednesday! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/co...
2022-05-1821 minRetirement Planning Happy HourMoney Puzzle Tv Show: Meet our advisorsSend us a textBrian Ramsey and Chris Vaughn share a little about themselves and what brought them to get into the business. Our advisors take a personal interest in their clients and are passionate about finances. As always phone lines are open during and after the show. If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:
2022-05-1628 minRetirement Planning Happy HourThe Money Puzzle TV Show: Call-in show 2Send us a textThis Saturday on WHAS11 with our new TV Show “The Money Puzzle”. This week Chris Vaughn and Eric Douglas got to have their chance to take calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! As always phone lines are open during and after the show.. if you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on today's show, please give us a call...
2022-05-0928 minRetirement Planning Happy HourThe Money Puzzle TV Show: DIY MistakesSend us a text Eric Douglas and Aaron McAndrew are going to be discussing DIY mistake they see most often! Having a good solid plan is a huge part of the success of your financial puzzle. Seeking professional help is a great first start even if you don't have all the information. As always phone lines are open during and after the show. If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on today's show, please give us a call! We...
2022-05-0928 minRetirement Planning Happy HourThe Money Puzzle TV Show: Call-in Show 1Send us a textThis week we did things a little differently. Brian Ramsey and Aaron McAndrew got to answer calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! We will have phone lines open as well during and after the show if you want to speak with one of our advisors or would like more information on any of the topics we talked about today.Website: Family Wealth Planning PartnersSchedule a Call...
2022-04-2528 minRetirement Planning Happy HourThe Money Puzzle TV Show: Permanent Predictable IncomeSend us a textThis week is all on Permanent Predictable Income! Join us as we break down 3 of the most common sources Social Security, Pensions, and Insurance Products. We are going to be talking about what Permanent Predictable Income looks like and the timing of when you turn those resources on. NEW episodes every Saturday at 10:30 am! Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2022-04-1828 minRetirement Planning Happy HourThe Money Puzzle TV Show: InflationSend us a textThis past weekend's episode of The Money Puzzle is on inflation. There are many aspects to your financial puzzle and inflation is one we can not avoid. Join Chris Vaughn and Eric Douglas as they discuss the effects inflation has on your financial plan and how to structure your portfolio to be ready when inflation occurs. NEW episodes every Saturday at 10:30 am! If you missed any episodes you can always catch up on the latest at the link below!HTTP://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a C...
2022-04-1128 minRetirement Planning Happy HourThe Money Puzzle TV Show: Estate PlanningSend us a textWe have been up to BIG things! This Saturday, April 2nd at 10:30am you can find us on WHAS11 with our new TV Show “The Money Puzzle”. We will be on every Saturday morning! Check us out to see how we can help you with your financial planning. We will have phone lines open as well if you want to speak with one of our advisors or simply have a question!Don’t miss this week as we discuss Estate Planning in our debut episode!Website: Family Wealth Planning Partne...
2022-04-0828 minRetirement Planning Happy HourThe Money Puzzle: TaxesSend us a textThis week on The Money Puzzle, we dive into TAXES. With the tax filing deadlines approaching, we discuss different strategies and outline what to think about before filing. Focusing on retirement plans and investments, we highlight ways to take advantage of these assets on your taxes. Join us next week, we post new content every Wednesday! We would love to meet and help you put your financial puzzle together! www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contact...
2022-03-1629 minRetirement Planning Happy HourMoney Puzzle: Russian/Ukraine Market ImpactSend us a textThis week on the Money Puzzle we will be discussing how the invasion of Russia into Ukraine is affecting the financial market globally. As footage of combating Government officials, Military forces, and explosions surface it’s hard to ignore what’s going on in the world today. Despite being thousands of miles away from conflict, the US will continue to reap secondhand consequences from halfway across the globe. As gas prices reach an ALL TIME HIGH, financial experts are seeing an impact in international investing, foreign stocks, banking systems, and retirement. Join us next...
2022-03-0928 minRetirement Planning Happy HourMoney Puzzle: DIY Planning MistakesSend us a textOn The Money Puzzle Podcast, we will be discussing the frequently made mistakes when it comes to DIY planning. Having a good solid plan is a huge part of the success of your financial puzzle. Seeking professional help is a great first start even if you don't have all the information. DIY planning can be very overwhelming and many mistakes can be made. Even if you have made financial mistakes in the past that doesn't mean you can't reach your financial goals with a proper plan. Just having a goal for...
2022-03-0233 minRetirement Planning Happy HourMistakes of DIY InvestorsSend us a textThis week on The Money Puzzle we are talking about some of the biggest mistakes Investors make when going at it alone. fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2022-02-2226 minRetirement Planning Happy HourPuzzle Piece: Market CorrectionsSend us a textIn this week's show we spend some time going over what's currently happening with the volatility in the stock market and what to expect going forward. The bulk of the episode is around defining the parameters of a market correction, and how best to react when we are experiencing one in the market. If you'd like to discuss your portfolio or look at putting together your puzzle pieces, please contact us directly at our website below:https://fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://ww...
2022-02-0826 minRetirement Planning Happy HourWelcome to The Money PuzzleSend us a textThis 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...
2022-02-0315 minRetirement Planning Happy HourMarket CorrectionsSend us a textThis is a timely episode as we've had some volatility in the market in the last couple weeks. We're talking all about market corrections: how they're categorized, how long they typically last, how often they occur, and much more. Please give us a call or schedule a meeting with us at the link below if you'd like to learn more about how well prepared your portfolio is for an inevitable market correction, and whether or not you should be worried. www.fwppartners.comWebsite: Family Wealth Planning Par...
2021-12-0220 minRetirement Planning Happy HourOrganized Estate PlanningSend us a textIn this episode we go through the process of settling an estate after a client passes away, and give some real life examples from our experiences of things that happen and pitfalls to avoid. There can be serious repercussions if your estate is not in order, not only after death, but during your lifetime as well, in the event of illness or injury. Enjoy the episode and hear some stories about the consequences of not have a proper estate plan established, and how we walk clients through that process.www.fwppartners.co...
2021-11-2324 minRetirement Planning Happy HourThe Benefits of a TeamSend us a textIn this episode we chat about the benefits of taking a team approach to handling your finances and investment portfolio. We talk about working with the other respective members of a clients' team, as well as how we take work collectively amongst our firm to provide the best care and service for those we represent.Come to our website to schedule a meeting:www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:L...
2021-11-0420 minRetirement Planning Happy HourOwning Real Estate in Retirement AccountsSend us a textThis episode is probably a bit more specific than most of our others, but it seems we’ve had a run of questions recently in our office about owning real estate in an IRA. Because of the increased interest, we figured it’d make a great episode. So take some time here to learn about the benefits and potential pitfalls of owning real estate in your retirement account, and the very important things you need to consider when doing so.www.fwppartners.comWebsite: Family Wealth Planning PartnersSche...
2021-10-0626 minRetirement Planning Happy HourConsiderations for Unmarried CouplesSend us a textIn this episode we break down a number of considerations for unmarried couples to keep in mind as they go through the financial and estate planning process. We touch on social security options, listing one another as beneficiaries on retirement accounts, and other things that are important to remember for couples that haven't tied the knot.To see the full video of this episode click here:https://fwppartners.com/peace-of-mind-radio-considerations-for-unmarried-couples/To Schedule a Meeting click here:https://www.fwppartners.comWebsite: Family Wealth Planning Partners
2021-09-2921 minRetirement Planning Happy HourPowers of Attorney and Why You Need ThemSend us a textIn this episode Eric Douglas, Chris Vaughn, and Brian Ramsey discuss the various Powers of Attorney and why they are necessary. What does a Financial POA do? Healthcare POA? Should they be the same person? We’ll tackle all that and more.Visit us at:https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-09-2224 minRetirement Planning Happy HourHow Much Cash Do You Need?Send us a textIn this episode Brian Ramsey and Chris Vaughn break down some questions about cash. With inflation on the rise, cash has become a hotter topic. How much is appropriate to hold? Where should you keep it? And how much of the decision regarding what you should keep in cash is emotional?www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-09-2219 minRetirement Planning Happy HourInflation EverywhereSend us a textIn this episode of Peace of Mind Radio, we touch upon everything that is Inflation. It's all over the news right now as we are seeing it in just about every sector of the economy. What are the government projections telling us about inflation and how correct are they? Is Inflation always a bad thing? We'll also give our best estimates as to what the real inflation rates currently look like. www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFoll...
2021-08-0321 minRetirement Planning Happy HourWhat To Do With Your Mortgage in a Hot Real Estate MarketSend us a textIn this episode of Peace of Mind Radio, Eric Douglas, Aaron McAndrew, and Brian Ramsey spend time chatting about the role of your mortgage in today's environment of extremely low interest rates and a hot real estate market. How should you evaluate whether to pay off your mortgage? Or make extra mortgage payments? What alternatives should you consider?https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn...
2021-07-2121 minRetirement Planning Happy HourJune Market CommentarySend us a textIn this month's market commentary Eric Douglas highlights inflation, the recent jobs report, and the proposed global corporate tax structure that was announced this week.www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-06-1009 minRetirement Planning Happy HourShould an Annuity be a Part of My Retirement Plan?Send us a textIn this episode we tackle one of the most polarizing topics in the financial services industry - annuities. There are a lot of arguments to be made both pro and con on the use of annuities in a retirement strategy. We sort through the weeds of this issue and discuss the pros and cons of annuities in general, and how they should be positioned, if at all.https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FW...
2021-06-0929 minRetirement Planning Happy HourWhat Is Going On With Meme Stocks?Send us a textHave you wondered what has been going on with the stocks that have been all over the news lately? Why are GameStop and AMC shooting to the moon? And should you be doing something to participate? We answer these questions and more in this week’s Peace of Mind episode. Link to watch the episode on YouTube below:https://fwppartners.com/peace-of-mind-radio-what-is-going-on-with-meme-stocks/Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aa...
2021-06-0223 minRetirement Planning Happy HourThe Government as a ClientSend us a textIn this episode, we take a look at a particularly difficult client to create a financial plan for - the federal government. We walk through the balance sheet, and go through what type of advice we might provide in this admittedly hypothetical, but certainly fun, scenario.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-05-2624 minRetirement Planning Happy HourBeware the Financial MediaSend us a textIn this week's episode of Peace of Mind Radio, we look at an article we came across that tries to quantify the negativity in financial news media, juxtaposed against the performance of the S&P 500. The disparity was quite alarming, but provides some level of proof that what you see and hear in financial media isn't quite so different from traditional media outlets. To understand the big picture, you really need to filter out the noise and focus on what's truly important. Are you sticking to your individual financial plan, and are you ach...
2021-05-1917 minRetirement Planning Happy HourMarket Commentary - May 2021Send us a textChris Vaughn handles the Market Commentary for the month of May. It's rather timely as it was recorded earlier this week and a number of things he discussed exploded in the news yesterday. If you'd like to discuss these topics in greater detail or have questions about how your portfolio is situated in light of current events, we'd love to chat. Schedule a meeting or call with us directly at our website below:https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www...
2021-05-1305 minRetirement Planning Happy HourI Left My Employer, What Are My Options?Send us a textAaron McAndrew makes his debut on the Peace of Mind Radio show and brings his expertise in working with retirement plans as he joins Chris Vaughn and Brian Ramsey this week. The topic is all about what options you have available when you leave an employer and need to figure out what to do with your employer retirement plan, most commonly a 401k, 403b, or 457 plan. Check out our website at www.fwppartners.com to schedule a meeting with us if you'd like to discuss this or any other topic.Website: Fa...
2021-04-1427 minRetirement Planning Happy HourTaking Advantage of Your Employer BenefitsSend us a textBrian Ramsey and Chris Vaughn get into the various benefits offered through your employer, and which ones you should be taking advantage of, including those not quite as obvious as medical and dental. Make sure to schedule a meeting with us at the link below if you'd like help reviewing what options are available to you through your employer and which ones you should be taking advantage of.https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactF...
2021-04-0726 minRetirement Planning Happy HourWhat Moves Can I Make Before the Tax Deadline?Send us a textIn this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021. We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies. If you're a business owner, we make sure to address some different options available to you as well. Make sure to check out our website to learn more about these strategies and schedule a meeting:https://www.fwppartners.comWebsite: Family Wealth Planning Partners
2021-04-0120 minRetirement Planning Happy HourCrazy Investment StatisticsSend us a textIn this episode we discuss some pretty insane investment statistics we came across recently that highlight some of the things we discuss with clients on a regular basis. Even we were blown away by some of the numbers we saw. Link to the article referenced in the episode is below:https://theirrelevantinvestor.com/2021/03/16/the-twenty-craziest-investing-facts-ever-2/To learn more about us or schedule a meeting, click on our website here:https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fw...
2021-03-2527 minRetirement Planning Happy HourIns and Outs of Charitable GivingSend us a textIn this episode of Peace of Mind Radio Brian Ramsey and Chris Vaughn discuss some of the logistics behind charitable giving and how to best incorporate it into a financial plan. Come to our website to schedule a meeting if you'd like to discuss this or any other topic. https://www.fwppartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-03-1623 minRetirement Planning Happy HourThe First Building Block of Estate PlanningSend us a textIn this episode Brian and Eric discuss one of the most basis tents of an estate plan, which is how to properly ensure a smooth transition of money in bank accounts upon your death or incapacitation.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-02-2522 minRetirement Planning Happy HourShould I Contribute to my 401kSend us a textIn this episode we break down whether contributing to your company's retirement plan is the best, most effective option available. We also explore we what some alternatives might look like. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2021-02-1819 minRetirement Planning Happy HourNew Year, New Office, New StudioSend us a textWe are back after a bit of time off from the podcast. The holidays have been busy as we have moved our offices and are settling in to a new space. Part of our new space is an updated podcast studio. This is our first episode in the new studio with our new technology. We also chat a bit about the end of the political season. A common topic the last few months in our meetings has been what's going on in the world, and how that might affect your investment portf...
2021-02-0219 minRetirement Planning Happy HourHow To Protect Your Children (Young and Old)Send us a textIn this episode we discuss how best to protect your children, regardless of age, and things to consider when putting together an estate plan. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-10-2855 minRetirement Planning Happy HourSabotaging Your Own Financial SuccessSend us a textIn this episode we go over a few things that people do that can have a hand in sabotaging their own financial success. We discuss in detail:- Prematurely declaring a goal impossible- Having a pessimistic outlook on your investment success based on outside factors- Comparing your path to someone else's- And many more!Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookI...
2020-10-1349 minRetirement Planning Happy HourThe US Dollar vs. the new "Credit Society"Send us a textThis episode came as a result of a conversation with a client who had some questions about the Federal Reserve and its effect on the US Dollar. This leads into a discussion about fiat currency, what it means, and the state of currency as it is today. We'll compare how currency changes hands today vs. how previous generations have. And we'll go into detail about how it's more accurate to say our society is now based upon Credit more so than Currency. As always, check out our website for all of our...
2020-08-2642 minRetirement Planning Happy HourNon Qualified Accounts and Why You Need ThemSend us a textIn this episode we discuss the differences between Qualified and Non Qualified Accounts, and why it's so important to have exposure to both in your portfolio. We also outline some key things to consider when utilizing Non Qualified accounts, what to look out for, and how to best title them.Check us out at www.familywealthplanningpartners.com for more information or to schedule a meeting!Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris V...
2020-08-1950 minRetirement Planning Happy HourBest Practices for Asset Titling and Reviewing BeneficiariesSend us a textIn this episode we discuss a multitide of topics:- Describe who beneficiaries are and what accounts typically have them- How often you should review beneficiaries- Most Common Mistakes around naming beneficiaries- How to assign beneficiaries to accounts that don't typically have them- Should you share accounts with your child?- How you should title and own Real Estate assetsAs always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!
2020-08-1243 minRetirement Planning Happy HourThe Different Types of AdvisorsSend us a textIn this episode we discuss the different types of advisors in the industry you may come across. What's the difference between a financial advisor, financial planner, and investment manager? What should your expectations be and how can you verify who it is you're working with? We'll answer these questions and more.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-07-3053 minRetirement Planning Happy HourAll Things Term Life InsuranceSend us a textOn this episode of Peace of Mind Radio Podcast we discuss everything related to life insurance. What are the types of people that sell, consult or give advice as it relates to life insurance? How do I know how much I should have to protect my family? We look at many of these questions and more.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-07-2354 minRetirement Planning Happy HourWhat's Your Retirement Number?Send us a textIn this episode, we discuss the concept of a retirement number. - What is a retirement number?- Why do so many financial companies promote it?- Is it even a good indicator of how successful your retirement could be?We wrap up the episode dissecting where clients should be far more focused when evaluating their readiness for retirement. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McA...
2020-07-1538 minRetirement Planning Happy HourDebunking Popular Retirement MythsSend us a textWe cover a few popular retirement myths in this episode and give our thoughts on how accurate they really might be. What is the 4% Rule and how viable is it in a modern retirement income strategy?How much income should you be planning for post-retirement? Is it realistic to plan for less income than what you lived on while you were working?How does moving to a conservative portfolio allocation during retirement affect your retirement income? Is that the right strategy? Website: Family We...
2020-07-0832 minRetirement Planning Happy HourThe True Cost of EducationSend us a textIn this episode we analyze the true cost of paying for your children's education expenses, how best to go about it, and some things to consider when doing so. We also tackle the question of whether you should be prioritizing retirement or saving for school. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-07-0145 minRetirement Planning Happy HourShould You Pay Off Your Mortgage Early?Send us a textThe guys at Family Wealth Planning Partners spend the episode answering this very question. We look at what you need to answer to find out if paying down your mortgage early makes sense for you, and how we can help clients map out their options to make the decision simple. It's a major decision, and something that needs to be built into your overall financial plan. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aa...
2020-06-2334 minRetirement Planning Happy HourWhat Does it Actually Cost You to Own a Car?Send us a textIn this episode, the guys break down the total costs of car ownership. Everything from:- The Cost of the Car Itself- The Cost of Financing- Buying vs. Leasing- Maintenance- Depreciation- And more!Make sure to subscribe to our show, and please leave a rating and review! Visit us at www.familywealthplanningpartners.com to learn more about us.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:Li...
2020-06-1842 minRetirement Planning Happy HourWhen Is It a Good Idea to Refinance?Send us a textIn this episode, we tackle the topic of refinancing your home. When and why should you do it? What are some things to watch out for? Is taking equity out of your home to access some cash a good idea?How your mortgage plays a vital role in your overall financial plan.And much more!Visit our website:www.familywealthplanningpartners.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:Lin...
2020-06-1041 minRetirement Planning Happy HourWhat You Can Take Advantage Of NowSend us a textIn this episode we discuss things you should be doing now in your portfolio, and how you can structure things going forward. Make sure to check us out at:www.familywealthplanningpartners.comAll of our content and contact information is available there as well. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-06-0546 minRetirement Planning Happy HourMoney Moves to Make in Times of VolatilitySend us a textThe stock market's been volatile, and you might feel helpless about investments right now. In this episode, we tackle some ideas you can implement to take advantage of market volatility. Small adjustments now can make a big difference later. Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
2020-05-2746 minRetirement Planning Happy HourMistakes Investors Make During Market VolatilitySend us a textIn our inaugural podcast episode we discuss our current market situation given the economic shutdown occurring throughout much of the country, and some of the most common mistakes we see investors make during times of market volatility. Your Hosts are Brian Ramsey, Eric Douglas, and Tad Douglas of Family Wealth Planning Partners in Louisville, KY. www.familywealthplanningpartners.comwww.peaceofmindradio.comWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Ch...
2020-05-1837 min