More Things To Know Prior to Retirement - Part 2
Retirement Planning Happy Hour
In this episode of The Retirement Planning Happy Hour, Eric Douglas and Chris Vaughn of Family Wealth Planning Partners continue their candid discussion on what retirement is really like—beyond the numbers. From adjusting to a new daily routine to finding purpose, this conversation dives into the emotional and lifestyle transitions that often surprise retirees.
You’ll discover why balancing rest and purpose matters, how to avoid losing your identity after leaving your career, and why your home may not be the “investment” you think it is. Eric and Chris also discuss the importance of maintaining friendships, redefining family roles, and why the first 5–10 years of retirement can actually be the most expensive.
If you’re preparing for retirement—or already there—this episode will help you navigate the mental, emotional, and financial realities of life after work. It’s not just about having enough money; it’s about designing a life that’s rich in meaning, connection, and joy.
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Fear-Based Financial Products: What’s Real and What’s a Scam
Retirement Planning Happy Hour
In this episode of Retirement Planning Happy Hour, Eric Douglas and Chris Vaughn expose the truth behind fear-driven financial products that target seniors and retirees. From title protection scams to physical gold sales, Medicare Advantage hype, and burial insurance traps — they reveal what’s actually worth your money and what’s just clever marketing.
You’ll learn:
Why most “title protection” plans only alert you, not protect you
The real math behind gold vs. the S&P 500
When (if ever) a reverse mortgage makes sense
The truth about Medicare Advantage coverage and costs
Why burial insurance often preys on fear, not logic
If you’ve ever wondered whether those constant TV and radio ads are worth it, this episode gives you the clarity you need. It’s not about fear — it’s about informed, confident decision-making.
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Things To Know Prior to Retirement - Part 1
Retirement Planning Happy Hour
In this episode, we dive into the realities of retirement that most people don’t see coming. From understanding why you’re retiring to the emotional and financial challenges that follow, Eric Douglas and Chris Vaughn share lessons learned from years of guiding clients through one of life’s biggest transitions.
We’ll discuss the difference between retiring from something and retiring to something, why purpose matters as much as planning, and how to avoid common mistakes like retiring too early, underestimating taxes, or overspending in your first years of freedom. You’ll also hear stories of clients who found new purpose through hobbies, volunteering, and family—proof that retirement isn’t the end of your story, it’s the start of a new one.
If you’re nearing retirement or simply want to plan smarter for your future, this episode will help you approach it with confidence, purpose, and clarity.
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Are Roth Conversions Worth It?
Retirement Planning Happy Hour
In this episode, we dive into one of the most common—and misunderstood—strategies in retirement planning: Roth conversions.
While they’re often promoted as a one-size-fits-all tax solution, the truth is more complicated. From longevity risk and spending risk to RMD concerns and Medicare surcharges, many retirees discover that conversions may not benefit them during their lifetime at all.
We’ll uncover why timing, tax brackets, and liquidity matter more than conventional wisdom suggests, and how poor planning could end up helping the IRS more than your family.
If you’ve ever wondered whether a Roth conversion is right for you—or just a costly mistake—this episode breaks it down in plain terms.
Whether you’re nearing retirement or decades away, understanding the real trade-offs of Roth conversions can help you protect wealth and avoid costly financial missteps.
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Why Won't the Market Crash Already?
Retirement Planning Happy Hour
In this episode, we dive into the truth about investor sentiment and why emotions often drive market behavior more than logic. From inflation fears to market corrections, we’ll show you why reacting to headlines and short-term noise can cost you big in the long run.
We’ll break down how the economy’s resilience, the role of corrections, and the impact of missing the market’s best days all prove one thing: patience pays. Instead of panicking, learn how to zoom out, stay invested, and build real long-term wealth.
If you’ve ever worried about timing the market, reacting to bad news, or questioning whether to stay invested—this episode will help you understand why doing less may actually grow your wealth more.
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Mistakes We See from DIYers: The Hidden Costs of Going It Alone
Retirement Planning Happy Hour
In this episode, we break down some of the most common mistakes people make when trying to “DIY” their financial planning. While the idea of saving money on advisor fees sounds appealing, the reality is that DIY missteps often cost far more in the long run. From being reactive instead of proactive, trusting the wrong “advisor,” or assuming debt-free means financially secure, these mistakes can derail your future.
We’ll explore why proactive planning matters, the hidden risks behind annuities, the dangers of not involving family in financial conversations, and why no one is “too small” to seek professional help. Even the smartest people can fall victim to scams—and DIY planning can leave you vulnerable.
If you’ve ever thought, “I don’t have enough to see a planner,” this episode is for you. True financial security isn’t about doing it all yourself—it’s about having the right guidance, strategy, and protection.
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Why We Hate the Term Financial Advisor
Retirement Planning Happy Hour
In this episode, we dive into the misconceptions surrounding the term “financial advisor.” Today, many insurance companies encourage agents to get licensed so they can present themselves as advisors. While that may sound legitimate, much of the guidance they provide still ties back to the products their company sells.
We’ll explore the critical differences between investment advisors and financial planners, why validation is not the same as strategy, and how overlooking pitfalls can leave gaps in your retirement plan. More importantly, we’ll break down the mistakes people make when they confuse product-driven advice with true planning.
If you’re serious about building a secure financial future, you need more than investments—you need a complete plan. This episode will help you spot red flags, understand the difference between sales and strategy, and avoid costly missteps.
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How Does the Big Beautiful Bill Affect Your Retirement?
Retirement Planning Happy Hour
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, charitable contribution updates, and gifting rules, this bill touches nearly every part of tax planning.
We’ll explore what these changes mean for your family, your wealth, and your ability to give—both during your lifetime and through your estate. You’ll also learn why timelines matter, since some provisions are immediate, while others don’t take effect until 2026. If you want to make smarter decisions around taxes, giving, and wealth preservation, this episode is for you.
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Money Mistakes: The Hidden Traps in Financial Planning
Retirement Planning Happy Hour
In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these errors can derail your path to financial security.
We’ll explore why patience in the market is crucial, why “doing nothing” is sometimes the smartest move, and why delegating to professionals can save you from costly ripple effects.
Whether you’re just starting your financial journey or fine-tuning your long-term plan, this episode will help you spot red flags and avoid mistakes that smart people make all the time. Remember—building wealth isn’t only about making the right moves, it’s also about avoiding the wrong ones.
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Where Do We Actually Learn About Money?
Retirement Planning Happy Hour
In this episode, we unpack the question: Where do we actually learn about money? The truth is, most of us never had formal lessons in school about saving, debt, or investing. Instead, we learned from our parents, from what we saw at home, or—sometimes—from painful mistakes as adults. Whether through arguments about bills, small childhood purchases, or late-night financial stress, those lessons stick with us and shape our money mindset.
We’ll break down how early experiences influence lifelong financial habits, why letting kids make small money mistakes can save them from larger disasters, and how shifting from a “spending” mindset to an “ownership” mindset changes everything. You’ll also discover why advice from experts like Dave Ramsey works for some, but isn’t one-size-fits-all—and how to apply financial wisdom in a way that truly fits your life.
If you’ve ever looked back and thought, “I wish I had learned about money sooner,” this episode will help you understand where those lessons really begin and how you can rewrite the story—for yourself and the next generation.
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Why Annuities are the Used Car of the Financial Industry
Retirement Planning Happy Hour
In this episode, we break down everything you need to know about annuities—what they are, what they’re not, and why so many people misunderstand them.
From fixed and indexed annuities to single and joint life options, we reveal the real purpose of these insurance products and the tradeoffs that come with them.
We’ll also explain why annuities aren't investments, how they provide downside protection, and why understanding terms like liquidity, flexibility, and contract length matters more than chasing returns. Whether you're planning for retirement or reviewing your financial strategy, this episode is packed with clarity, education, and straight talk on how annuities actually work.
Don’t get locked into a long-term product you don’t understand—watch this first.
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How to Handle Inheritances
Retirement Planning Happy Hour
In this episode, we uncover why inheritance planning is far more than just receiving assets—it’s about understanding the rules, taxes, and strategies that ensure you keep more of what’s passed down. Many families are surprised by how account types, tax laws, and timing can drastically impact the true value of what heirs receive. We’ll explore special rules for spouses inheriting IRAs, how inherited Roth accounts should be managed for maximum tax‑free growth, and why communication before someone passes is critical.
You’ll also learn about common mistakes, like failing to sell assets with a stepped‑up basis or missing the 10‑year rule on inherited IRAs—errors that can cost tens or even hundreds of thousands in unnecessary taxes. Whether you’re planning your own legacy or preparing to inherit, this episode will help you make smarter, tax‑efficient decisions.
Ready to create a legacy that truly lasts? Schedule your personalized planning session today!
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#inheritanceplanning #wealthmanagement #financialplanning #taxefficient #legacyplanning #retirementstrategy
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Will A.I. Really Take All the Jobs?
Retirement Planning Happy Hour
In this episode, we dive deep into the rise of Artificial Intelligence—what it really is, how it’s already integrated into our daily lives, and why it’s one of the most transformational tools of the 21st century. From ethical concerns to the future of work, we explore how AI can either empower or overwhelm, depending on how we choose to use it.
We’ll discuss the myths, the fears, and the opportunities surrounding AI—from smartphone dependency to automation, innovation, and the urgent need for digital literacy. This conversation will shift how you think about tech—not as a threat, but as a tool that needs strong human leadership.
Whether you’re curious, skeptical, or just starting your AI journey, this episode will give you the clarity and confidence to understand—and navigate—our rapidly changing digital world.
Ready to future-proof your mindset? Let’s talk AI.
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How Do You Diversify When Everything's Correlated?
Retirement Planning Happy Hour
In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and protection in diversified portfolios. But recent years, especially since 2022, have shown a troubling trend: stocks and bonds moving down together.
We’ll explore why this positive correlation is happening, how it impacted the traditional 60/40 strategy, and what it means for moderate and conservative investors nearing retirement. If you're relying on bonds to hedge your portfolio risk, this is a conversation you can’t afford to miss.
Whether you're building your retirement plan or reassessing your current portfolio, this episode will help you understand why diversification isn’t what it used to be—and what you can do about it.
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All the Ways to Diversify in a Portfolio
Retirement Planning Happy Hour
In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s balanced, resilient, and aligned with your goals. We’ll break down sector diversification, strategic long-term investing, tax diversification, and how to manage risk in retirement through smarter allocation.
You’ll learn why different investments in different types of accounts (taxable, tax-deferred, tax-free) can have dramatically different outcomes—even if they hold the same assets. We’ll also explore how diversification shifts as you transition from growth mode to retirement income planning, and why not all investments belong in every phase of life.
Whether you're decades from retirement or approaching it soon, this episode will help you build a portfolio that stands the test of time—through every market season.
🎯 Build Your Diversified Portfolio With Purpose
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How Do You Use Cash and Emergency Funds in Retirement?
Retirement Planning Happy Hour
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may not be as safe as you think.
You’ll learn how to set up your emergency fund the right way, how to avoid the 10% penalty on retirement accounts, and why too much cash can drag down long-term portfolio growth. We’ll also break down the critical difference between asset allocation and asset location—and how to make your portfolio more tax-efficient.
Whether you’re in your 20s building financial habits or nearing retirement with access to your full portfolio, this episode gives you the tools to protect your wealth with clarity and purpose.
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Why We Must Talk about Estate Planning
Retirement Planning Happy Hour
In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to understanding the differences between revocable and irrevocable trusts, we break down complex topics into clear, actionable insights.
You’ll learn why not all trusts protect your assets, how beneficiaries can remove trustees, and what happens if you fail to name a guardian. We’ll also cover how to ensure your chosen guardian is financially equipped to raise your kids, and why an estate plan is about more than money—it's about peace of mind.
Whether you’re just starting to think about estate planning or want to enhance your current strategy, this episode will help you plan with confidence and intention.
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The Dangers of Recency Bias
Retirement Planning Happy Hour
In this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value, the pitfalls of relying too heavily on recent stock performance, and why having a well-designed portfolio tailored to your timeline matters more than chasing headlines.
Whether you’re new to investing or looking to refine your strategy, this episode offers critical insights to help you build a resilient portfolio and avoid common investing mistakes.
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Some Truths About Real Estate Investing
Retirement Planning Happy Hour
In this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long-term approach to real estate investing.
Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and practical advice for navigating the world of real estate investing.
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Insurance: The Overlooked Key to Security
Retirement Planning Happy Hour
In this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wealth. We’ll explore human capital, the real purpose of term life insurance, the often-ignored importance of disability coverage, and how umbrella policies act as a shield against life’s unexpected disasters. If your financial plan doesn’t include protection, it isn’t complete.
Whether you’re planning for retirement or just starting out, this episode will help you better understand the power of insurance and why it’s not about fear—it’s about smart planning.
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Retirement Planning Happy Hour - Importance of Portfolio Consolidation
Retirement Planning Happy Hour
🔑 Topics covered:
- Benefits of consolidating accounts
- The flawed premise of how some investors view portfolio diversification
- Pros and cons of 401k accounts
- Why you should NEVER leave money in a previous employer's 401k
This week's drink of choice: Woodford Reserve Sherry Cask Finish
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Retirement Planning Happy Hour - Let's Talk Tariffs
Retirement Planning Happy Hour
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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Trading vs. Investing...Which is Right for You?
Retirement Planning Happy Hour
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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What is our Risk Off Retirement Strategy?
Retirement Planning Happy Hour
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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Is the 4% Rule a Retirement Disaster?
Retirement Planning Happy Hour
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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More Things To Know Prior to Retirement - Part 2
50:52
Fear-Based Financial Products: What’s Real and What’s a Scam
1:04:46
Things To Know Prior to Retirement - Part 1
50:47
Are Roth Conversions Worth It?
58:46
Why Won't the Market Crash Already?
51:43
Mistakes We See from DIYers: The Hidden Costs of Going It Alone
56:43
Why We Hate the Term Financial Advisor
1:06:57
How Does the Big Beautiful Bill Affect Your Retirement?
59:52
Money Mistakes: The Hidden Traps in Financial Planning
57:07
Where Do We Actually Learn About Money?
57:29
Why Annuities are the Used Car of the Financial Industry
52:10
How to Handle Inheritances
52:11
Will A.I. Really Take All the Jobs?
54:25
How Do You Diversify When Everything's Correlated?
47:52
All the Ways to Diversify in a Portfolio
56:26
How Do You Use Cash and Emergency Funds in Retirement?
40:02
Why We Must Talk about Estate Planning
50:13
The Dangers of Recency Bias
45:47
Some Truths About Real Estate Investing
46:09
Insurance: The Overlooked Key to Security
51:22
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
43:44
Retirement Planning Happy Hour - Let's Talk Tariffs
48:06
Trading vs. Investing...Which is Right for You?
25:04
What is our Risk Off Retirement Strategy?
17:44
Is the 4% Rule a Retirement Disaster?
18:22