Eric Douglas, Chris Vaughn

Retirement Planning Happy Hour

Education EN ↓ 131 episodes

Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.

Author

Eric Douglas, Chris Vaughn

Episodes

Should You Pay Off Your Mortgage Early? 23.06.2020 34:17

Send us Fan Mail The 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:...

What Does it Actually Cost You to Own a Car? 18.06.2020 42:33

Send us Fan Mail In 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...

When Is It a Good Idea to Refinance? 10.06.2020 41:34

Send us Fan Mail In 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.com Website: Family Wealth Planning Partn...

What You Can Take Advantage Of Now 05.06.2020 46:57

Send us Fan Mail In 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.com All of our content and contact information is available there as well. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn:...

Money Moves to Make in Times of Volatility 27.05.2020 46:42

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

Mistakes Investors Make During Market Volatility 18.05.2020 37:31

Send us Fan Mail In 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.familywealthplanningpartne...