93 episodes

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.

The Money Puzzle Eric Douglas, Aaron McAndrew

    • Business
    • 4.5 • 8 Ratings

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.

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

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

    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 personalized plan to safeguard your financial future with us at: http://www.fwppartners.com.

    Subscribe to us on YouTube at www.youtube.com/@fwpp
    Website: Family Wealth Planning Partners
    Schedule a Call: https://www.fwppartners.com/contact
    Follow FWPP:
    LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
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    • 25 min
    What is our Risk Off Retirement Strategy?

    What is our Risk Off Retirement Strategy?

    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. 
    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

    • 17 min
    Is the 4% Rule a Retirement Disaster?

    Is the 4% Rule a Retirement Disaster?

    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.

    CONNECT WITH US:
    Website: 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

    • 18 min
    What Are the Different Types of Financial Advisors?

    What Are the Different Types of Financial Advisors?

    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 wealth management.

    CONNECT WITH US: Website: 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

    • 20 min
    Why Should You NOT Wait to Retire?

    Why Should You NOT Wait to Retire?

    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:   / fwppartners 
    Instagram:   / ericdouglasfinancialadvisor 
    LinkedIn:   / ericdouglasfinancialadvisor 

    #financialplanning #personalfinance #retirementplanning
    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

    • 17 min
    Why You Should Use a Financial Advisor

    Why You Should Use a Financial Advisor

     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.

    SUBSCRIBE for more wealth-building insights and insider info

    CONNECT WITH US:
    Website: www.fwppartners.com
    Facebook: https://www.facebook.com/fwppartners
    Instagram: https://www.instagram.com/ericdouglas...
    LinkedIn: https://www.linkedin.com/in/ericdougl...



    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

    • 26 min

Customer Reviews

4.5 out of 5
8 Ratings

8 Ratings

Cdreed03 ,

Great podcast!

Really insightful information across a number of areas of financial education.

WP Goodloe ,

Great show!

I really enjoy listening to the podcasts. Touches base with a lot of information I have read but they do a great job explaining when necessary for the average investor.

ETDouglas ,

Great financial insights!

Enjoyed it

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