Retirement Planning Happy Hour

Send us Fan Mail In 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....

Send us Fan Mail In 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.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 I...

Send us Fan Mail In 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.c...

Send us Fan Mail Have 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-...

Send us Fan Mail In 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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: L...

Send us Fan Mail In 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. ...

Send us Fan Mail Chris 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...

Send us Fan Mail Aaron 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...

Send us Fan Mail Brian 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 taki...

Send us Fan Mail In 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.  M...

Send us Fan Mail In 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 mo...

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

Send us Fan Mail In 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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas , Brian Ramsey , Chris Vaughn , Aaron McAndrew Faceboo...

Send us Fan Mail In 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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas , Brian Ramsey , Chris Vaughn , Aaron McAndrew Facebook...

Send us Fan Mail We 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...

Send us Fan Mail In 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 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 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 Partners Schedule a Ca...

Send us Fan Mail This 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...

Send us Fan Mail In 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 sched...

Send us Fan Mail In 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 a...

Send us Fan Mail In 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 Partners Schedule...

Send us Fan Mail On 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 Partners Schedule a Call: https://www.fwppartners.com/c...

Send us Fan Mail In 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 Partne...

Send us Fan Mail We 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 port...

Send us Fan Mail In 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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: E...