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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/     Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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!    Listen : https://fwppartners.com/podcast/ Watch : https://fwppartners.com/worth-financial-advisor/ Schedule a Call : https://fwppartners.com/schedule-a-meeting/   Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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/   Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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. Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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/ Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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/     Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

 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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

  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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

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 PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

This week on The Money Puzzle Podcast we explore “Is there anything good about a recession?”. A recession is not necessarily fun but when you look at just like a natural economic cycle, the evolution of the economy, the evolution of a business cycle in and of itself, a recession is a part of a healthy economy. Correct? Because as things go up, they get to a saturation point and they then need to come down to correct themselves.  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!  Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram

This week on The Money Puzzle Podcast we talk about the current market. We are seeing changes in the market that we haven’t seen in years! Join us to see our take about the market at this time.  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!  Website: Family Wealth Planning PartnersSchedule a Call: https://fwppartners.com/schedule-a-meeting/Follow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram