Retirement Planning Happy Hour

Retirement Planning Happy Hour

By Eric Douglas, Chris VaughnBusinessEducationLeisureInvestingHobbies
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Retirement Planning Happy Hour episodes

  • All Things Term Life Insurance

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    On this episode of Peace of Mind Radio Podcast we discuss everything related to life insurance. What are the types of people that sell, consult or give advice as it relates to life insurance? How do I know how much I should have to protect my family? We look at many of 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
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    55 min
  • What's Your Retirement Number?

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    In this episode, we discuss the concept of a retirement number.  

    - What is a retirement number?
    - Why do so many financial companies promote it?
    - Is it even a good indicator of how successful your retirement could be?

    We wrap up the episode dissecting where clients should be far more focused when evaluating their readiness for retirement.  

    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

    39 min
  • Debunking Popular Retirement Myths

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    We cover a few popular retirement myths in this episode and give our thoughts on how accurate they really might be. 

    What is the 4% Rule and how viable is it in a modern retirement income strategy?

    How much income should you be planning for post-retirement? Is it realistic to plan for less income than what you lived on while you were working?

    How does moving to a conservative portfolio allocation during retirement affect your retirement income? Is that the right strategy?

     

    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

    33 min
  • The True Cost of Education

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    In this episode we analyze the true cost of paying for your children's education expenses, how best to go about it, and some things to consider when doing so.  We also tackle the question of whether you should be prioritizing retirement or saving for school. 

    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

    46 min
  • Should You Pay Off Your Mortgage Early?

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    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: 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

    35 min
  • What Does it Actually Cost You to Own a Car?

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    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 Partners
    Schedule a Call: https://www.fwppartners.com/contact
    Follow FWPP:
    LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
    Facebook
    Instagram

    43 min
  • When Is It a Good Idea to Refinance?

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    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 Partners
    Schedule a Call: https://www.fwppartners.com/contact
    Follow FWPP:
    LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
    Facebook
    Instagram

    42 min
  • What You Can Take Advantage Of Now

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    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: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
    Facebook
    Instagram

    47 min
  • Money Moves to Make in Times of Volatility

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    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, Brian Ramsey, Chris Vaughn, Aaron McAndrew
    Facebook
    Instagram

    47 min
  • Mistakes Investors Make During Market Volatility

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    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.familywealthplanningpartners.com
    www.peaceofmindradio.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

    38 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…

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