Retirement Planning Happy Hour

By Eric Douglas, Chris VaughnBusiness Education Leisure Investing Hobbies

Retirement Planning Happy Hour episodes

November 04, 2020 Should You Contribute to your 401k?
In this episode we discuss all sorts of things about your 401k / employer retirement plan. We'll get into the wonderful advantages that they offer, but we'll dig a bit deeper into perhaps some other opportunities outside of your employer plans to...
33 min
October 28, 2020 How To Protect Your Children (Young and Old)
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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
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56 min
October 13, 2020 Sabotaging Your Own Financial Success
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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 Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

50 min
October 07, 2020 More Questions to Ask Your Advisor (Part 2)
In the second part of our 2 part series, we continue the conversation from the previous episode about questions to be asking your current or prospective financial advisor, and things to listen for in their answers.
45 min
October 01, 2020 What Questions Should You Ask Your Advisor?
This is Part 1 of a 2 part episode. We begin to detail here the specific questions you should be asking your advisor during the initial meeting, as well as ongoing questions to ask throughout the relationship.
40 min
September 03, 2020 529 Plans: When, How, and Why to Use Them
In this episode we break down 529 Plans:- How are they used for educational expenses?- What are the advantages? Disadvantages?- What are some alternative ways to utilize 529 Plans other than for educational needs?- How do 529 Plans fit into a legacy...
38 min
August 26, 2020 The US Dollar vs. the new "Credit Society"
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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's more accurate to say our society is now based upon Credit more so than Currency.

As always, check out our website for all of our contact info:

www.familywealthplanningpartners.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

43 min
August 19, 2020 Non Qualified Accounts and Why You Need Them
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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 schedule a meeting!
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

51 min
August 12, 2020 Best Practices for Asset Titling and Reviewing Beneficiaries
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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 assets

As always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appointment!

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

44 min
July 30, 2020 The Different Types of Advisors
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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 a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

54 min

About Retirement Planning Happy Hour

From the publisher's feed

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…