Retirement Planning Happy Hour

Send us Fan Mail If 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...

Send us Fan Mail Today 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...

Send us Fan Mail Today 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 the...

Send us Fan Mail On 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...

Send us Fan Mail Brian 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 sh...

Send us Fan Mail This 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&ap...

Send us Fan Mail  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...

Send us Fan Mail This 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 w...

Send us Fan Mail This 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 Partners Schedule a Call...

Send us Fan Mail This 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 miss...

Send us Fan Mail We 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 dis...

Send us Fan Mail This 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 yo...

Send us Fan Mail This 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...

Send us Fan Mail On 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 fi...

Send us Fan Mail This week on The Money Puzzle we are talking about some of the biggest mistakes Investors make when going at it alone. 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

Send us Fan Mail In 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...

Send us Fan Mail 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...

Send us Fan Mail This 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 port...

Send us Fan Mail In 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...

Send us Fan Mail In 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.co...

Send us Fan Mail This 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 im...

Send us Fan Mail In 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 epis...

Send us Fan Mail In 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.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWP...

Send us Fan Mail In 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.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwpp...

Send us Fan Mail In 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 rat...