Welcome to the premiere episode of the Retirement Happy Hour Series! In this kickoff conversation, we set the stage for what retirement can truly be—an exciting new chapter full of purpose, connection, and opportunity. Join us as we explore the emotional and financial transitions that come with retirement, bust common myths, and offer practical advice for finding joy and direction beyond the nine-to-five.

Eric Douglas and Chris Vaughn introduce the core themes of the series—wellness, financial freedom, lifelong learning, and meaningful relationships—while sharing personal insights and stories that resonate with anyone navigating or planning for life after work.

Whether you’re just beginning to think about retirement or are already deep into it, this episode will inspire you to approach it with fresh eyes and an open heart.

🔑 Topics covered:

• Redefining retirement in the modern world
• The psychological impact of leaving a career
• Building routines that promote happiness and health
• What to expect from the Retirement Happy Hour Series

Pull up a chair, pour your favorite drink, and let’s talk about making retirement the happiest hour of your life.

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Schedule Your Personalized Risk-Off Strategy Session Now! Visit: http://www.fwppartners.com

Let’s dive deep into the world of trading vs. investing.

Trading vs. Investing - What's the Difference?
The Emotional Rollercoaster of Market Timing
The Importance of Long-Term Planning
Protecting Your Retirement with Our Risk-Off Strategy

So, if you're wondering whether to trade, invest, or simply need some financial guidance, join us for this enlightening discussion! Let's craft a personalized plan to safeguard your financial future with us at: http://www.fwppartners.com.

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Secure Your Retirement: Schedule Your Personalized Risk-Off Strategy Session Now!  Visit: www.fwppartners.com

Do you ever wonder about Risk-On Risk-Off Retirement strategies? Well, today, we're going to pull back the curtain and reveal the ins and outs of this financial approach. In the world of retirement planning, there's no one-size-fits-all solution. That's where Risk-On Risk-Off Retirement comes in - it's all about tailoring your strategy to fit your unique financial goals.

Don't just take our word for it; take action now. Schedule your Risk-Off Retirement Strategy Session with our expert team.

Let's craft a personalized plan to safeguard your financial future with us at: http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management. 

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The 4% rule, born in the '80s, has long been a staple in retirement planning. But is it still relevant today? We break it down, discussing how it might not be the best approach for your retirement dreams.

Discover why relying solely on the 4% rule could mean scrimping in retirement. With inflation on the rise and market fluctuations, there's a lot at stake.

Join us for an eye-opening discussion on how our Risk-Off Retirement Income Strategy can provide you with peace of mind, allowing you to enjoy your golden years without financial worries.

Plan for the future with us at http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management.

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Website: Family Wealth Planning Partners
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Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.com

Not all advisors are the same, and it's crucial to understand the differences. We break down various types, including insurance advisors, fiduciary advisors, investment managers, captive advisors, and financial planners.

Plan for the future with us at http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management.

CONNECT WITH US: Website: www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.com

Ready to enjoy retirement? Don't wait too long! Discover the signs you're ready to retire and why delaying retirement might be hurting you.

Plan for the future with us at http://www.fwppartners.com. Subscribe, like, and ring the bell for valuable insights on finance, retirement, and wealth management.

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#financialplanning #personalfinance #retirementplanning

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Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com

Why get a professional financial planner when you could just do it yourself? 🤔

Unfortunately, DIY financial planning rarely works in your favor. Not only could you end up leaving a lot of money on the table, you could also expose yourself to serious risks that could destroy any hopes of a safe and comfortable retirement.

In this video, we’ll explain why DIY financial planning never leads to better results than what a professional financial advisor can provide, and give you some real-life examples of our clients who have tried going down the DIY route (spoiler… it didn't end well)

⭐Bonus Tip: We’ll also let you in on the easiest way to spot false diversification in your investment portfolio.

SUBSCRIBE for more wealth-building insights and insider info

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🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning.    / @moneypuzzle 

Protect your wealth and guarantee a financially prosperous future for your family with Professional financial advice, tailored just for you. Visit us here to get all the support you need: http://www.fwppartners.com

“If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔

That's actually… A very good question, one we’re finally going to give you the answers to.

A lot of people believe that financial advisors are not an important part of their wealth management team and would rather go it on their own than pay massive fees for ‘portfolio management’

However, your financial advisor is not just your portfolio manager… They are so much more.

In this video, we’re going to be discussing all the different ways in which professional financial advisors bring value to your life. Everything from:

Aside from these awesome benefits, financial advisors are your biggest defense against capital gains and other forms of retirement fund draining taxes. A good advisor is worth more than their weight in gold… and definitely worth more than their fees in the taxes they'll save you from having to pay.

SUBSCRIBE for more wealth-building insights and insider info.

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Tailored Advice. Innovative Solutions. Comprehensive Planning.

Planning for your future has never been more meaningful. We’re an innovative firm helping families create tailored financial plans.

Educated families make better decisions which can lead to greater results.

Learn more here: www.fwppartners.com

A critical truth: your insurance salesman may not be the qualified financial advisor you need.

Join us as we navigate real-life scenarios, exposing the differences between insurance agents and genuine financial experts who specialize in wealth management, retirement planning, and comprehensive financial solutions.

Gain invaluable insights into the risks of entrusting unqualified individuals with your retirement income plan and investment decisions.

Discover the alarming practices of insurance agents who sell unsuitable products, such as fixed annuities, without considering the broader context of your financial goals.

Uncover the crucial disparities between insurance agents and fiduciary financial advisors.

Understand the impact of commissions on the recommendations you receive and the importance of seeking advice from professionals who are obligated to act in your best interest.

Take control of your financial future today. Don't let confusion compromise your retirement security.

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Website: Family Wealth Planning Partners
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Planning for your future has never been more meaningful.

Visit our website for expert financial advice: https://fwppartners.com/

Don't fall into the trap of mistaking media consumption for proper research.

Join us in this discussion as we debunk the myths and shed light on the importance of doing your own due diligence.

In this episode of The Money Puzzle, we dive into the misconceptions surrounding media-driven financial information. We share insights on why relying solely on news media can lead to misguided investment decisions.

From understanding market benchmarks like the S&P 500 to the value of diversification, this video provides valuable lessons for investors.

Tune in to gain a better understanding of separating media noise from informed research.


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Website: Family Wealth Planning Partners
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This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones.  

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-how-does-the-secure-act-2-0-affect-rmd/

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

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With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. 

 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
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This week on The Money Puzzle Podcast today's we share a story of a client who if they would have sought advice from a professional, could have ended up better off in the long run. You can have peace of mind knowing that your money/retirement is in the safe hands of a professional that has your goals in mind. Enjoying life without that added stress of financial planning is priceless. 

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! 

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Watch : https://fwppartners.com/worth-financial-advisor/

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

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This week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock of our industry. Whether or not that's going to continue to be the bedrock or the foundation of your portfolio. 

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-is-the-60-40-portfolio-still-relevant/

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

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This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas ask you if you have an issue with your back, where do you go? You call a doctor, right? If you're going to build a building, who do you call? You call an architect. When it comes to your retirement and financial future in the hands of someone who is not professionally licensed or acting as a fiduciary that's qualified to give advice with your best interest and goals in mind. So next time you have questions about financial planning or looking for financial advice, Go to a financial advisor.

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NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. Chris talks this week about Income Strategy. The big issue with income strategies is there is no right answer, everybody is unique. There is just no way that you can take what works well for one client and turn it into something that works perfectly with your life. Because goals are different, your dreams are different. You're different people. 

 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-why-is-it-important-to-have-a-personalized-income-strategy/

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

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This week on The Money Puzzle Podcast Brian Ramsey and Aaron McAndrew talk all about risk management. This is something that we have a dedicated meeting for every single year and the reason we do is that we often find when we have conversations with prospective clients that come in and we ask, how often have you had a conversation around risk? And they say, hardly ever. Risk is a big part of your portfolio and needs to be updated just like your portfolio. 

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-how-often-should-you-talk-about-risk-with-your-advisor/

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

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NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. Brian is going to talk this week about the recession because a lot of people who have been calling your office in Louisville are saying the recession, recession, recession. But the news isn't saying recession. Are we in a recession?  Who and what do we believe? 

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/recession-possibilities/

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

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

Website: Family Wealth Planning Partners
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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/

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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! 

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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
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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
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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. 

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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/

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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
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