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Retirement Planning Happy Hour

Eric Douglas, Chris Vaughn

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Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
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Send us a text 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,…
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Send us a text 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 to…
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Send us a text 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-des…
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Send us a text 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 startin…
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Send us a text 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-ignore…
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Send us a text 🔑 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 Website: Family Wealth Planning Partners Schedule a…
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Send us a text 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 offe…
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Send us a text 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,…
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Send us a text 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-siz…
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Send us a text 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,…
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Send us a text 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 financ…
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Send us a text 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. Subscrib…
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Send us a text 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.fwppartner…
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Send us a text 🔔 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.fwppartn…
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Send us a text 🔔 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 fam…
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Send us a text 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 episo…
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Send us a text 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 regardi…
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Send us a text 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 topi…
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Send us a text 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 th…
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Send us a text 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…
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Send us a text 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 professionall…
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Send us a text 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 wo…
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Send us a text 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 ar…
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Send us a text 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…
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Send us a text 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…
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Send us a text 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 ju…
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Send us a text 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…
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Send us a text 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 an…
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Send us a text 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 du…
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Send us a text 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 t…
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Send us a text 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 …
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Send us a text 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 li…
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Send us a text 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 h…
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Send us a text 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…
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Send us a text 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 thi…
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Send us a text 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 ou…
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Send us a text If you missed our TV Show “The Money Puzzle”, Brian Ramsey and Eric Douglas got to have their chance to take calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! As always phone lines are open during and after t…
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Send us a text This week on The Money Puzzle Podcast we explore alternative investments. The idea of using an alternative in your portfolio is to find something to not necessarily hedge against stocks and bonds, but to be something that's going to not correlate. We post new videos every week, if you have a suggestion on our next topic drop it in th…
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Send us a text If you miss the Money Puzzle TV Show this past Saturday, Brian Ramsey and Chris Vaughn discussed common retirement Myths. With lots of information out there but it’s hard to know what the truth is. In the financial world, things can change in minutes. As financial professionals, we stay on top of those changes and adjust accordingly.…
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Send us a text Today, we're wrapping up our topic from last week, Inflation. If you get a chance to watch last week's show we specifically talked about gasoline. Today we're talking more about just general inflation, how it affects clients, and what you should do to prepare for it. Inflations can’t be avoided but you can have a plan! If you'd like …
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Send us a text If you miss the Money Puzzle TV Show this past Saturday, we talked about Inflation. In retirement, you want to be able to enjoy yourself. You want to focus on the things you want to have and do. That's why working with a professional coming in and going through the comprehensive financial planning process can give you that security. …
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Send us a text Today on the Money Puzzle Podcast we talk about inflation. Most people have not planned for Inflation, but you should be planning for these changes every year. Inflation is a topic in so many of our minds right now. Whether it’s leaving the grocery store your wallet a lot lighter, or the constant news headline you can’t seem to avoid…
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Send us a text If you miss the Money Puzzle TV Show this past Saturday, we talked about why your retirement looks very different from your parents and generations before. The market changes every day but is not the only explanation for these differences. How we plan for retirement and where that money is coming from make staying up to date with you…
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Send us a text Today on The Money Puzzle Podcast talk Crypto when it comes to your retirement. We discuss how crypto is being added to retirement plans, and how we think that might affect participants in general. Join us next week, we post new content every Wednesday! Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners…
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Send us a text If you missed our TV Show “The Money Puzzle”, Chris Vaughn and Eric Douglas talked about the phases of retirement. It's important to understand this because you have to know where you are, and you have to know what the next phase looks like. By first understanding your retirement goals then you can start preparing for it. If you'd li…
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Send us a text Today on The Money Puzzle Podcast talk about Cash. Cash is cash, but there are two types of cash. One type is cash that would be in your checking and savings account. And the other type is anything else, like cash that is earmarked for later. Okay. We will discuss what our opinions are when it comes to cash. Join us next week, we pos…
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Send us a text Today on The Money Puzzle Podcast we are talking Taxes. In the month of May lots of you just paid their taxes and now want to know, what can I do for next year? Maybe you paid a little bit more than I wanted to back in April or got back more than I expected to. So what do you do? That's what we are talking about today and focusing on…
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Send us a text On The Money Puzzle Podcast, we explain the Federal Reserve and how it affects banks and you as a borrower. Established by Congress in 1913, the Federal Reserve System is the central bank of the United States, which provides the nation with a safer, more flexible, and more stable financial system. Working with a financial advisor can…
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Send us a text Brian Ramsey and Chris Vaughn share a little about themselves and what brought them to get into the business. Our advisors take a personal interest in their clients and are passionate about finances. As always phone lines are open during and after the show. If you'd like to speak with one of our advisors or need more information rega…
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