Retirement Planning Happy Hour

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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.  To understand the big picture, you really need to filter out the noise and focus on what's truly important.  Are you sticking to your individual financial plan, and are you achieving your goals?  If the answer to those questions are both yes, the rest is nonsense.

Website: Family Wealth Planning Partners
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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 or call with us directly at our website below:

https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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 website at www.fwppartners.com to schedule a meeting with us if you'd like to discuss this or any other topic.

Website: Family Wealth Planning Partners
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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 taking advantage of.

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, 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.  Make sure to check out our website to learn more about these strategies and schedule a meeting:

https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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 more about us or schedule a meeting, click on our website here:

https://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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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.fwppartners.com/contact
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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
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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
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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 has been what's going on in the world, and how that might affect your investment portfolio.  We address some of those concerns, and where your focus should lie as you evaluate your portfolio and its returns.  

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