The Money Puzzle artwork

The Money Puzzle

129 episodes - English - Latest episode: 3 months ago -

If you're retiring in the next 5 years and want to know how best to prepare for and live in retirement, then this podcast is for you.

Investing Business retirement income retirement plans financial advice financial literacy baby steps dave ramsey stock market investments wealth creation
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Trading vs. Investing...Which is Right for You?

January 30, 2024 19:00 - 25 minutes - 17.3 MB

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 personalize...

What is our Risk Off Retirement Strategy?

January 23, 2024 19:00 - 17 minutes - 12.2 MB

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...

Is the 4% Rule a Retirement Disaster?

January 16, 2024 19:00 - 18 minutes - 12.7 MB

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 ...

What Are the Different Types of Financial Advisors?

January 09, 2024 19:00 - 20 minutes - 13.9 MB

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 w...

Why Should You NOT Wait to Retire?

January 02, 2024 18:00 - 17 minutes - 11.9 MB

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. CONNECT WITH US: Website: www.fwppartners.com Facebook:   / f...

Why DIY Financial Planning Could Cost You

August 14, 2023 17:00 - 26 minutes - 17.9 MB

 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. ...

Why You Should Use a Financial Advisor

August 14, 2023 17:00 - 26 minutes - 17.9 MB

 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. ...

Are Financial Advisors Worth It?

August 07, 2023 17:00 - 32 minutes - 22.2 MB

🔔 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 fin...

The REAL Value of a Financial Advisor

August 07, 2023 17:00 - 32 minutes - 22.2 MB

🔔 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 fin...

Insurance Salesmen are NOT your Financial Advisor

July 31, 2023 19:00 - 13 minutes - 9.32 MB

🔔 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 b...

Why Insurance Salesmen are NOT your Financial Advisor

July 31, 2023 19:00 - 13 minutes - 9.32 MB

🔔 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 b...

Consuming Media is Not Research

July 24, 2023 19:00 - 16 minutes - 11.1 MB

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 medi...

How does the Secure Act 2.0 affect RMD?

January 18, 2023 19:00 - 20 minutes - 14.3 MB

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-pu...

Money Puzzle Podcast: How does the Secure Act 2.0 affect RMD?

January 18, 2023 19:00 - 20 minutes - 14.3 MB

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-pu...

Money Puzzle Podcast: 2023 Market Predictions

January 11, 2023 15:00 - 29 minutes - 20.3 MB

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

2023 Market Predictions

January 11, 2023 15:00 - 29 minutes - 20.3 MB

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 Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: ...

Is it worth paying for a financial advisor?

December 07, 2022 20:00 - 21 minutes - 14.6 MB

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 sp...

Money Puzzle Podcast: Is it worth paying for a financial advisor?

December 07, 2022 20:00 - 21 minutes - 14.6 MB

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 sp...

Is the 60/40 portfolio still relevant?

December 01, 2022 20:00 - 23 minutes - 16.1 MB

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 wi...

Money Puzzle Podcast: Is the 60/40 portfolio still relevant?

December 01, 2022 20:00 - 23 minutes - 16.1 MB

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 wi...

Stay Away from Financial Hearsay!

November 16, 2022 19:00 - 19 minutes - 13.8 MB

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 pl...

Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?

October 17, 2022 17:00 - 28 minutes - 19.6 MB

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 ou...

Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?

October 17, 2022 17:00 - 28 minutes - 19.6 MB

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 ou...

How often should you talk about risk with your advisor?

October 13, 2022 22:00 - 25 minutes - 17.4 MB

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 ca...

How often should you talk about risk with your advisor?

October 13, 2022 22:00 - 25 minutes - 17.4 MB

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 ca...

Money Puzzle TV Show: Do we believe what the media is saying about recession possibilities?

October 12, 2022 21:00 - 28 minutes - 19.6 MB

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 adviso...

Money Puzzle TV Show: Do we believe what the media is saying about recession possibilities?

October 12, 2022 21:00 - 28 minutes - 19.6 MB

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 adviso...

Money Puzzle TV Show: Where are we going to see inflation affect us the most?

October 03, 2022 18:00 - 28 minutes - 19.6 MB

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!  ...

What are some positives that come with market lows?

September 28, 2022 20:00 - 18 minutes - 12.7 MB

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 ...

Money Puzzle TV Show: What are sources of Permanent Predictable Income?

September 26, 2022 16:00 - 28 minutes - 19.6 MB

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 poi...

Should Retirees worry about Inflation?

September 19, 2022 20:00 - 28 minutes - 19.6 MB

 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...

Money Puzzle TV Show: How do Taxes fit into my Retirement Plan?

September 12, 2022 15:00 - 28 minutes - 19.6 MB

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 ...

Money Puzzle TV Show: How do Taxes fit into my Retirement Plan?

September 12, 2022 15:00 - 28 minutes - 19.6 MB

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 ...

What do we do in response to record inflation?

September 08, 2022 17:00 - 27 minutes - 19.2 MB

  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 mon...

What do we do in response to record inflation?

September 08, 2022 17:00 - 27 minutes - 19.2 MB

  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 mon...

Is The Federal Reserve forcing us into a recession?

August 31, 2022 18:00 - 21 minutes - 14.5 MB

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...

Is The Federal Reserve forcing us into a recession?

August 31, 2022 18:00 - 21 minutes - 14.5 MB

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...

Money Puzzle Podcast: How to Structure Retirement Income

August 10, 2022 18:00 - 29 minutes - 20.4 MB

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. 

How to Structure Retirement Income

August 10, 2022 18:00 - 29 minutes - 20.4 MB

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 Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey...

Money Puzzle Podcast: Are We Seeing the Beginning of a Recovery?

August 03, 2022 20:00 - 25 minutes - 17.8 MB

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 w...

Are We Seeing the Beginning of a Recovery?

August 03, 2022 20:00 - 25 minutes - 17.8 MB

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 w...

Money Puzzle Podcast: Why is insurance so important? with Heather McCormick

July 27, 2022 18:00 - 34 minutes - 23.6 MB

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 w...

Why is insurance so important? - featuring Heather McCormick

July 27, 2022 18:00 - 34 minutes - 23.6 MB

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 w...

Is there anything good about a recession?

July 20, 2022 20:00 - 23 minutes - 16.5 MB

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...

Money Puzzle Podcast: “Is there anything good about a recession?”

July 20, 2022 20:00 - 23 minutes - 16.5 MB

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...

Thoughts on the Market through the first half of the year

July 14, 2022 13:00 - 35 minutes - 24.7 MB

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, pleas...

Money Puzzle Podcast: Thoughts on the Market through the first half of the year

July 14, 2022 13:00 - 35 minutes - 24.7 MB

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, pleas...

Money Puzzle TV Show: Call-in Show with Brian & Eric

July 11, 2022 18:00 - 28 minutes - 19.6 MB

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 the show. if you'd like to speak with one of our advisors or need more information regarding any of the topics discussed on today's show, please give us a call! ...

Money Puzzle Podcast: What are alternative investments?

July 07, 2022 18:00 - 29 minutes - 20.4 MB

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 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...

What are alternative investments?

July 07, 2022 18:00 - 29 minutes - 20.4 MB

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 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...