The Money Puzzle
129 episodes - English - Latest episode: 4 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.
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Episodes
Market Commentary - May 2021
May 13, 2021 14:00 - 5 minutes - 3.64 MBChris Vaughn handles the Market Commentary for the month of May. It's rather timely as it was recorded earlier this week and a number of things he discussed exploded in the news yesterday. If you'd like to discuss these topics in greater detail or have questions about how your portfolio is situated in light of current events, we'd love to chat. Schedule a meeting or call with us directly at our website below: https://www.fwppartners.com Website: Family Wealth Planning Partners Schedule ...
I Left My Employer, What Are My Options?
April 14, 2021 19:00 - 27 minutes - 19 MBAaron McAndrew makes his debut on the Peace of Mind Radio show and brings his expertise in working with retirement plans as he joins Chris Vaughn and Brian Ramsey this week. The topic is all about what options you have available when you leave an employer and need to figure out what to do with your employer retirement plan, most commonly a 401k, 403b, or 457 plan. Check out our website at www.fwppartners.com to schedule a meeting with us if you'd like to discuss this or any other topic. W...
Taking Advantage of Your Employer Benefits
April 07, 2021 16:00 - 26 minutes - 18 MBBrian Ramsey and Chris Vaughn get into the various benefits offered through your employer, and which ones you should be taking advantage of, including those not quite as obvious as medical and dental. Make sure to schedule a meeting with us at the link below if you'd like help reviewing what options are available to you through your employer and which ones you should be taking advantage of. https://www.fwppartners.com Website: Family Wealth Planning Partners Schedule a Call: https://www.f...
What Moves Can I Make Before the Tax Deadline?
April 01, 2021 00:00 - 20 minutes - 14.4 MBIn this episode Brian, Eric, and Chris discuss what options are available to you between the beginning of the year and the tax filing deadline, which this year has been extended to May 17, 2021. We discuss IRA contributions, Roth conversions, and Backdoor Roth strategies. If you're a business owner, we make sure to address some different options available to you as well. Make sure to check out our website to learn more about these strategies and schedule a meeting: https://www.fwppartner...
Crazy Investment Statistics
March 25, 2021 02:00 - 27 minutes - 18.8 MBIn this episode we discuss some pretty insane investment statistics we came across recently that highlight some of the things we discuss with clients on a regular basis. Even we were blown away by some of the numbers we saw. Link to the article referenced in the episode is below: https://theirrelevantinvestor.com/2021/03/16/the-twenty-craziest-investing-facts-ever-2/ To learn more about us or schedule a meeting, click on our website here: https://www.fwppartners.com Website: Family Wea...
Ins and Outs of Charitable Giving
March 16, 2021 00:00 - 23 minutes - 16.3 MBIn this episode of Peace of Mind Radio Brian Ramsey and Chris Vaughn discuss some of the logistics behind charitable giving and how to best incorporate it into a financial plan. Come to our website to schedule a meeting if you'd like to discuss this or any other topic. https://www.fwppartners.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
The First Building Block of Estate Planning
February 25, 2021 20:00 - 22 minutes - 15.8 MBIn this episode Brian and Eric discuss one of the most basis tents of an estate plan, which is how to properly ensure a smooth transition of money in bank accounts upon your death or incapacitation. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
Should I Contribute to my 401k
February 18, 2021 20:00 - 19 minutes - 13.4 MBIn this episode we break down whether contributing to your company's retirement plan is the best, most effective option available. We also explore we what some alternatives might look like. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
New Year, New Office, New Studio
February 02, 2021 18:00 - 19 minutes - 13.3 MBWe are back after a bit of time off from the podcast. The holidays have been busy as we have moved our offices and are settling in to a new space. Part of our new space is an updated podcast studio. This is our first episode in the new studio with our new technology. We also chat a bit about the end of the political season. A common topic the last few months in our meetings has been what's going on in the world, and how that might affect your investment portfolio. We address some of ...
Should You Contribute to your 401k?
November 04, 2020 18:00 - 32 minutes - 22.4 MBIn this episode we discuss all sorts of things about your 401k / employer retirement plan. We'll get into the wonderful advantages that they offer, but we'll dig a bit deeper into perhaps some other opportunities outside of your employer plans to optimize your portfolio. Check out our website at www.familywealthplanningpartners.com to schedule a meeting if you'd like to discuss your employer plan and how best to fit that into an overall financial plan.
How To Protect Your Children (Young and Old)
October 28, 2020 17:00 - 55 minutes - 38.1 MBIn this episode we discuss how best to protect your children, regardless of age, and things to consider when putting together an estate plan. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
Sabotaging Your Own Financial Success
October 13, 2020 14:00 - 49 minutes - 33.7 MBIn this episode we go over a few things that people do that can have a hand in sabotaging their own financial success. We discuss in detail: - Prematurely declaring a goal impossible - Having a pessimistic outlook on your investment success based on outside factors - Comparing your path to someone else's - And many more! Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndr...
More Questions to Ask Your Advisor (Part 2)
October 07, 2020 17:00 - 44 minutes - 30.7 MBIn the second part of our 2 part series, we continue the conversation from the previous episode about questions to be asking your current or prospective financial advisor, and things to listen for in their answers.
What Questions Should You Ask Your Advisor?
October 01, 2020 14:00 - 39 minutes - 27.5 MBThis is Part 1 of a 2 part episode. We begin to detail here the specific questions you should be asking your advisor during the initial meeting, as well as ongoing questions to ask throughout the relationship.
529 Plans: When, How, and Why to Use Them
September 03, 2020 15:00 - 37 minutes - 25.6 MBIn this episode we break down 529 Plans: - How are they used for educational expenses? - What are the advantages? Disadvantages? - What are some alternative ways to utilize 529 Plans other than for educational needs? - How do 529 Plans fit into a legacy plan? As always, check us out at www.familywealthplanningpartners.com, where you can find all of our contact information as well.
The US Dollar vs. the new "Credit Society"
August 26, 2020 19:00 - 42 minutes - 29.1 MBThis episode came as a result of a conversation with a client who had some questions about the Federal Reserve and its effect on the US Dollar. This leads into a discussion about fiat currency, what it means, and the state of currency as it is today. We'll compare how currency changes hands today vs. how previous generations have. And we'll go into detail about how it's more accurate to say our society is now based upon Credit more so than Currency. As always, check out our website for...
Non Qualified Accounts and Why You Need Them
August 19, 2020 18:00 - 50 minutes - 34.6 MBIn this episode we discuss the differences between Qualified and Non Qualified Accounts, and why it's so important to have exposure to both in your portfolio. We also outline some key things to consider when utilizing Non Qualified accounts, what to look out for, and how to best title them. Check us out at www.familywealthplanningpartners.com for more information or to schedule a meeting! Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow ...
Best Practices for Asset Titling and Reviewing Beneficiaries
August 12, 2020 13:00 - 43 minutes - 30.1 MBIn this episode we discuss a multitide of topics: - Describe who beneficiaries are and what accounts typically have them - How often you should review beneficiaries - Most Common Mistakes around naming beneficiaries - How to assign beneficiaries to accounts that don't typically have them - Should you share accounts with your child? - How you should title and own Real Estate assets As always, please visit our website at www.familywealthplanningpartners.com to contact us or schedule an appoi...
The Different Types of Advisors
July 30, 2020 16:00 - 53 minutes - 36.7 MBIn this episode we discuss the different types of advisors in the industry you may come across. What's the difference between a financial advisor, financial planner, and investment manager? What should your expectations be and how can you verify who it is you're working with? We'll answer these questions and more. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew F...
All Things Term Life Insurance
July 23, 2020 15:00 - 54 minutes - 37.2 MBOn this episode of Peace of Mind Radio Podcast we discuss everything related to life insurance. What are the types of people that sell, consult or give advice as it relates to life insurance? How do I know how much I should have to protect my family? We look at many of these questions and more. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
What's Your Retirement Number?
July 15, 2020 15:00 - 38 minutes - 26.3 MBIn this episode, we discuss the concept of a retirement number. - What is a retirement number? - Why do so many financial companies promote it? - Is it even a good indicator of how successful your retirement could be? We wrap up the episode dissecting where clients should be far more focused when evaluating their readiness for retirement. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chr...
Debunking Popular Retirement Myths
July 08, 2020 15:00 - 32 minutes - 22.5 MBWe cover a few popular retirement myths in this episode and give our thoughts on how accurate they really might be. What is the 4% Rule and how viable is it in a modern retirement income strategy? How much income should you be planning for post-retirement? Is it realistic to plan for less income than what you lived on while you were working? How does moving to a conservative portfolio allocation during retirement affect your retirement income? Is that the right strategy? Website: Fam...
The True Cost of Education
July 01, 2020 15:00 - 45 minutes - 31 MBIn this episode we analyze the true cost of paying for your children's education expenses, how best to go about it, and some things to consider when doing so. We also tackle the question of whether you should be prioritizing retirement or saving for school. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
Should You Pay Off Your Mortgage Early?
June 23, 2020 18:00 - 34 minutes - 23.6 MBThe guys at Family Wealth Planning Partners spend the episode answering this very question. We look at what you need to answer to find out if paying down your mortgage early makes sense for you, and how we can help clients map out their options to make the decision simple. It's a major decision, and something that needs to be built into your overall financial plan. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Dou...
What Does it Actually Cost You to Own a Car?
June 18, 2020 13:00 - 42 minutes - 29.3 MBIn this episode, the guys break down the total costs of car ownership. Everything from: - The Cost of the Car Itself - The Cost of Financing - Buying vs. Leasing - Maintenance - Depreciation - And more! Make sure to subscribe to our show, and please leave a rating and review! Visit us at www.familywealthplanningpartners.com to learn more about us. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Rams...
When Is It a Good Idea to Refinance?
June 10, 2020 16:00 - 41 minutes - 28.6 MBIn this episode, we tackle the topic of refinancing your home. When and why should you do it? What are some things to watch out for? Is taking equity out of your home to access some cash a good idea? How your mortgage plays a vital role in your overall financial plan. And much more! Visit our website: www.familywealthplanningpartners.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, C...
What You Can Take Advantage Of Now
June 05, 2020 15:00 - 46 minutes - 32.3 MBIn this episode we discuss things you should be doing now in your portfolio, and how you can structure things going forward. Make sure to check us out at: www.familywealthplanningpartners.com All of our content and contact information is available there as well. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
Money Moves to Make in Times of Volatility
May 27, 2020 15:00 - 46 minutes - 32.1 MBThe stock market's been volatile, and you might feel helpless about investments right now. In this episode, we tackle some ideas you can implement to take advantage of market volatility. Small adjustments now can make a big difference later. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew Facebook Instagram
Mistakes Investors Make During Market Volatility
May 18, 2020 21:00 - 37 minutes - 25.8 MBIn our inaugural podcast episode we discuss our current market situation given the economic shutdown occurring throughout much of the country, and some of the most common mistakes we see investors make during times of market volatility. Your Hosts are Brian Ramsey, Eric Douglas, and Tad Douglas of Family Wealth Planning Partners in Louisville, KY. www.familywealthplanningpartners.com www.peaceofmindradio.com Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartn...