Retirement Planning Happy Hour

Send us Fan Mail This 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 you...

Send us Fan Mail This 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&ap...

Send us Fan Mail NEW 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...

Send us Fan Mail This 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...

Send us Fan Mail NEW 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...

Send us Fan Mail NEW 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...

Send us Fan Mail This 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&apos...

Send us Fan Mail 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 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 for...

Send us Fan Mail  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 fu...

Send us Fan Mail 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 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 go...

Send us Fan Mail   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...

Send us Fan Mail This 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 leas...

Send us Fan Mail This 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 W...

Send us Fan Mail This 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...

Send us Fan Mail This 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....

Send us Fan Mail This 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 th...

Send us Fan Mail This 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 lik...

Send us Fan Mail If 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...

Send us Fan Mail This 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/li...

Send us Fan Mail If 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 star...

Send us Fan Mail Today, 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 ad...

Send us Fan Mail If 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 Partners S...

Send us Fan Mail Today 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 pre...

Send us Fan Mail If 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 planni...

Send us Fan Mail Today 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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Doug...