The Money Puzzle
by Eric Douglas, Aaron McAndrew
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.
Copyright: © 2024 The Money Puzzle
Episodes
Trading vs. Investing...Which is Right for You?
25m · PublishedSchedule 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
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What is our Risk Off Retirement Strategy?
17m · PublishedSecure 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
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Is the 4% Rule a Retirement Disaster?
18m · PublishedThe 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
What Are the Different Types of Financial Advisors?
20m · PublishedLooking 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
Why Should You NOT Wait to Retire?
17m · PublishedLooking 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
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Why DIY Financial Planning Could Cost You
26m · Published 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
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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
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The REAL Value of a Financial Advisor
32m · Published🔔 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 finally going to give you the answers to.
A lot of people believe that financial advisors are not an important part of their wealth management team and would rather go it on their own than pay massive fees for ‘portfolio management’
However, your financial advisor is not just your portfolio manager… They are so much more.
In this video, we’re going to be discussing all the different ways in which professional financial advisors bring value to your life. Everything from:
Aside from these awesome benefits, financial advisors are your biggest defense against capital gains and other forms of retirement fund draining taxes. A good advisor is worth more than their weight in gold… and definitely worth more than their fees in the taxes they'll save you from having to pay.
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
Insurance Salesmen are NOT your Financial Advisor
13m · Published🔔 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 be the qualified financial advisor you need.
Join us as we navigate real-life scenarios, exposing the differences between insurance agents and genuine financial experts who specialize in wealth management, retirement planning, and comprehensive financial solutions.
Gain invaluable insights into the risks of entrusting unqualified individuals with your retirement income plan and investment decisions.
Discover the alarming practices of insurance agents who sell unsuitable products, such as fixed annuities, without considering the broader context of your financial goals.
Uncover the crucial disparities between insurance agents and fiduciary financial advisors.
Understand the impact of commissions on the recommendations you receive and the importance of seeking advice from professionals who are obligated to act in your best interest.
Take control of your financial future today. Don't let confusion compromise your retirement security.
CONNECT WITH ME:
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
Insurance Salesmen are NOT your Financial Advisor
13m · Published🔔 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 be the qualified financial advisor you need.
Join us as we navigate real-life scenarios, exposing the differences between insurance agents and genuine financial experts who specialize in wealth management, retirement planning, and comprehensive financial solutions.
Gain invaluable insights into the risks of entrusting unqualified individuals with your retirement income plan and investment decisions.
Discover the alarming practices of insurance agents who sell unsuitable products, such as fixed annuities, without considering the broader context of your financial goals.
Uncover the crucial disparities between insurance agents and fiduciary financial advisors.
Understand the impact of commissions on the recommendations you receive and the importance of seeking advice from professionals who are obligated to act in your best interest.
Take control of your financial future today. Don't let confusion compromise your retirement security.
CONNECT WITH ME:
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
Consuming Media is Not Research
16m · PublishedPlanning 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 media can lead to misguided investment decisions.
From understanding market benchmarks like the S&P 500 to the value of diversification, this video provides valuable lessons for investors.
Tune in to gain a better understanding of separating media noise from informed research.
🔔 Subscribe to our channel on YouTube for more informative discussions on wealth management and financial planning. / @fwpp
CONNECT WITH ME:
Facebook: https://www.facebook.com/fwppartners
Instagram: https://www.instagram.com/ericdouglas...
LinkedIn: https://www.linkedin.com/in/ericdougl...
https://www.linkedin.com/company/1907...
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 Money Puzzle has 179 episodes in total of non- explicit content. Total playtime is 84:04:06. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on May 9th, 2024 20:40.
