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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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
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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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What Are the Different Types of Financial Advisors?
Retirement Planning Happy Hour
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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.
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Why Should You NOT Wait to Retire?
Retirement Planning Happy Hour
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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Why You Should Use a Financial Advisor
Retirement Planning Happy Hour
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
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.
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Are Financial Advisors Worth It?
Retirement Planning Happy Hour
🔔 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.
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Why Insurance Salesmen are NOT your Financial Advisor
Retirement Planning Happy Hour
🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle
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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Consuming Media is Not Research
Retirement Planning Happy Hour
Planning for your future has never been more meaningful.
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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.
🔔 Subscribe to our channel on YouTube for more informative discussions on wealth management and financial planning. / @fwpp
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https://www.linkedin.com/company/1907...
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How does the Secure Act 2.0 affect RMD?
Retirement Planning Happy Hour
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!
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Watch : https://fwppartners.com/money-puzzle-podcast-how-does-the-secure-act-2-0-affect-rmd/
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2023 Market Predictions
Retirement Planning Happy Hour
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!
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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
What Are the Different Types of Financial Advisors?
20:08
Why Should You NOT Wait to Retire?
17:13
Why You Should Use a Financial Advisor
26:04
Are Financial Advisors Worth It?
32:19
Why Insurance Salesmen are NOT your Financial Advisor
13:28
Consuming Media is Not Research
16:07
How does the Secure Act 2.0 affect RMD?
20:49
2023 Market Predictions
29:30