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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 discuss Estate Planning in our debut episode!

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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 your financial puzzle together!

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
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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 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 week, we post new content every Wednesday!
Visit http://www.fwppartners.com to schedule a meeting with us to discuss how your puzzle pieces fit together.

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
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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 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 your financial future isn't enough, you have to know the steps to get there.

http://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
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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
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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 your puzzle pieces, please contact us directly at our website below:

https://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
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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 putting together a puzzle.  Each puzzle piece represents a different part of your life.  Think about things like your investments, retirement accounts, taxes, wills, trusts, time horizon, risk tolerance, and insurance policies.  These are all pieces of your puzzle that need to fit together to form a clear picture that illustrates how best to achieve your goals, whatever they may be.  Thanks for listening to the show, and please share with any friends or family that may benefit from listening to anything we have to say.

Visit us at https: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
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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 portfolio is for an inevitable market correction, and whether or not you should be worried. 

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
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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 stories about the consequences of not have a proper estate plan established, and how we walk clients through that process.

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
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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.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