Retirement Planning Happy Hour

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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 important things you need to consider when doing so.

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Website: Family Wealth Planning Partners
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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 episode click here:
https://fwppartners.com/peace-of-mind-radio-considerations-for-unmarried-couples/

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https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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.

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https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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?

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Website: Family Wealth Planning Partners
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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 rates currently look like.  

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Website: Family Wealth Planning Partners
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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.com

Website: Family Wealth Planning Partners
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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
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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.com

Website: Family Wealth Planning Partners
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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-stocks/

Website: Family Wealth Planning Partners
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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
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