Retirement Planning Happy Hour

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NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. With inflation on the mind of most Americans today, This week Brian Ramsey talked about real examples and concerns that he sees coming up in his appointments. 

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

   Watch: https://fwppartners.com/money-puzzle-tv-show-where-are-we-going-to-see-inflation-affect-us-the-most/

Listen: https://fwppartners.com/podcast/

Schedule a Call: https://fwppartners.com/schedule-a-meeting/

Website: Family Wealth Planning Partners
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This week on The Money Puzzle Podcast Brian Ramsey & Eric Douglas put a little twist on what we have been talking about the last several weeks, which is all the negativity in the market. But there are some positive, believe it or not, and that's what we to talk about today. 

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
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NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about Permanent predictable income. Permanent predictable income is what it sounds like. You can't outlive it, It's permanent. So we don't have to worry about running out of this money. Predictable meaning, we can forecast with a certain amount of accuracy. The amount of money that you're going to be receiving from this source at any given point in the future, five, ten, or twenty years down the road. 

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Watch: https://fwppartners.com/money-puzzle-tv-show-permanent-predictable-income/

Listen: https://fwppartners.com/podcast/

Schedule a Call: https://fwppartners.com/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
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 NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the importance of retirees having a plan in place that says, yes, my portfolio can withstand the volatility and income sources. They share some examples of what we are hearing and seeing in our client meetings!

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

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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Instagram

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NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. This week Brian Ramsey and Chris Vaughn are talking about the biggest expense you're going to have to in your lifetime. And I'll bet you spend hardly any time during the year talking, discussing, or planning for it. People think that during retirement, the big expense is going to be medical expenses. But taxes far, far outweigh that. We found that the average person pays $480,000 in taxes over their lifetime. That is a significant amount of money that people just don't plan for it at all. 

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
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This week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss some of the questions they are seeing in client appointments. With the market the way it is we cannot stress enough the importance of a financial plan. Having a financial plan in place and not letting the investments dictate what your decisions are, letting the plan dictate what investments you have and what investments to use. That's the purpose of planning, which is making sure you're not going to run out of money and retirement, and then you can fund as many of the goals that you have as possible.  

Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Listen : https://fwppartners.com/podcast/

Watch : https://fwppartners.com/money-puzzle-podcast-what-do-we-do-in-response-to-the-record-inflation/

Schedule a Call : https://fwppartners.com/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
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This week on The Money Puzzle Podcast Eric Douglas & Aaron McAndrew discuss their thoughts following the meeting that The Federal Reserve had this previous Friday down in Jackson Hole, Wyoming, which is an annual meeting or an annual conference that they do at the meeting, the Federal Reserve chairman came out and made some comments that were quite interesting, to say the least, and the market definitely had a reaction.

 Watch the full episode or watch/listen to all our podcasts at the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Listen: https://fwppartners.com/podcast/

Watch:  https://fwppartners.com/money-puzzle-podcast-is-the-federal-reserve-forcing-us-into-a-recession/

Schedule a Call: https://fwppartners.com/schedule-a-meeting/

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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This week on The Money Puzzle Podcast Chris Vaughn & Eric Douglas discuss you where retirement income comes from to fill the gaps. Once you have a good financial plan, specifically if you're approaching retirement or you're already there, you need to have a good income strategy or an income plan. So we wanted to talk about those a little bit today. 

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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This week on The Money Puzzle Podcast Chris Vaughn & Eric Douglas discuss the current market coming into august and what to expect in the future. We are seeing our economy start to recover but there is still strategies that you and use to use the market to your advantage in your financial plan.   

 We post new videos every week, if you have a suggestion on our next topic drop it in the comments! You can go back and watch/listen to all our podcasts at the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Listen: https://fwppartners.com/podcast/

Watch: https://fwppartners.com/money-puzzle-podcast-are-we-seeing-the-beginning-of-a-recovery/

Schedule a Call: https://fwppartners.com/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

Send us Fan Mail

This week on The Money Puzzle Podcast we are with special guest Heather McCormick, Owner of McCormick Advantage Insurance Agency, LLC. One thing that can destroy a plan faster than anything else is not having the correct insurance. When disaster happens, you are left to pick up the pieces. You could end up on the hook for hundreds of thousands for medical bills, damages, and more. Having the right insurance and the right amount is crucial to keep you protected.

We post new videos every week, if you have a suggestion on our next topic drop it in the comments! You can go back and watch/listen to all our podcasts at the link below! If you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

Listen: https://fwppartners.com/podcast/

Watch: https://fwppartners.com/money-puzzle-podcast-why-is-insurance-so-important-with-heather-mccormick/

Schedule a Call: https://fwppartners.com/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