Schedule Your Personalized Risk-Off Strategy Session Now! Visit: http://www.fwppartners.comLet’s dive deep into the world of trading vs. investing. Trading vs. Investing - What's the Difference? The Emotional Rollercoaster of Market Timing The

What is our Risk Off Retirement Strategy?

Jan 23rd, 2024 17m 44s

Secure Your Retirement: Schedule Your Personalized Risk-Off Strategy Session Now! Visit: www.fwppartners.comDo you ever wonder about Risk-On Risk-Off Retirement strategies? Well, today, we're going to pull back the curtain and reveal the ins a

Is the 4% Rule a Retirement Disaster?

Jan 16th, 2024 18m 22s

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% ru

What Are the Different Types of Financial Advisors?

Jan 9th, 2024 20m 8s

Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comNot all advisors are the same, and it's crucial to understand the differences. We break down various types, including

Why Should You NOT Wait to Retire?

Jan 2nd, 2024 17m 13s

Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comReady to enjoy retirement? Don't wait too long! Discover the signs you're ready to retire and why delaying retirement

Why You Should Use a Financial Advisor

Aug 14th, 2023 26m 4s

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 adv

Are Financial Advisors Worth It?

Aug 7th, 2023 32m 19s

🔔 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 a

Why Insurance Salesmen are NOT your Financial Advisor

Jul 31st, 2023 13m 28s

🔔 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 mean

Consuming Media is Not Research

Jul 24th, 2023 16m 7s

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

How does the Secure Act 2.0 affect RMD?

Jan 18th, 2023 20m 49s

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

2023 Market Predictions

Jan 11th, 2023 29m 30s

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

Is it worth paying for a financial advisor?

Dec 7th, 2022 21m 15s

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 i

Is the 60/40 portfolio still relevant?

Dec 1st, 2022 23m 24s

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 ba

Stay Away from Financial Hearsay!

Nov 16th, 2022 19m 59s

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 com

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

Oct 17th, 2022 28m 31s

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

How often should you talk about risk with your advisor?

Oct 13th, 2022 25m 17s

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

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

Oct 12th, 2022 28m 33s

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 reces

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

Oct 3rd, 2022 28m 31s

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

What are some positives that come with market lows?

Sep 28th, 2022 18m 28s

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'

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

Sep 26th, 2022 28m 31s

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

Should Retirees worry about Inflation?

Sep 19th, 2022 28m 31s

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 wit

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

Sep 12th, 2022 28m 31s

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 ha

What do we do in response to record inflation?

Sep 8th, 2022 27m 51s

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 financ

Is The Federal Reserve forcing us into a recession?

Aug 31st, 2022 21m 1s

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

How to Structure Retirement Income

Aug 10th, 2022 29m 40s

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 n