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Non-explicit
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4.50 stars
28:10

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

Stay Away from Financial Hearsay!

19m · Published 16 Nov 19:00

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 planning or looking for financial advice, Go to a financial advisor.

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

28m · Published 17 Oct 17:00

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 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! 

  Watch: https://fwppartners.com/money-puzzle-tv-show-why-is-it-important-to-have-a-personalized-income-strategy/

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

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

28m · Published 17 Oct 17:00

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 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! 

  Watch: https://fwppartners.com/money-puzzle-tv-show-why-is-it-important-to-have-a-personalized-income-strategy/

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

Website: Family Wealth Planning Partners
Schedule a Call: https://fwppartners.com/schedule-a-meeting/
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

How often should you talk about risk with your advisor?

25m · Published 13 Oct 22:00

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 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-puzzle-podcast-how-often-should-you-talk-about-risk-with-your-advisor/

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

 

 

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

How often should you talk about risk with your advisor?

25m · Published 13 Oct 22:00

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 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-puzzle-podcast-how-often-should-you-talk-about-risk-with-your-advisor/

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

 

 

Website: Family Wealth Planning Partners
Schedule a Call: https://fwppartners.com/schedule-a-meeting/
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

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

28m · Published 12 Oct 21:00

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 advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

 

 

Watch: https://fwppartners.com/recession-possibilities/

Listen: https://fwppartners.com/podcast/

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

Website: Family Wealth Planning Partners
Schedule a Call: https://fwppartners.com/schedule-a-meeting/
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

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

28m · Published 12 Oct 21:00

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 advisors or need more information regarding any of the topics discussed on our show, please give us a call! 

 

 

Watch: https://fwppartners.com/recession-possibilities/

Listen: https://fwppartners.com/podcast/

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

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

28m · Published 03 Oct 18:00

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! 

   Watch: https://fwppartners.com/money-puzzle-tv-show-where-are-we-going-to-see-inflation-affect-us-the-most/

Listen: https://fwppartners.com/podcast/

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

Website: Family Wealth Planning Partners
Schedule a Call: https://fwppartners.com/schedule-a-meeting/
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

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

28m · Published 03 Oct 18:00

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! 

   Watch: https://fwppartners.com/money-puzzle-tv-show-where-are-we-going-to-see-inflation-affect-us-the-most/

Listen: https://fwppartners.com/podcast/

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

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 some positives that come with market lows?

18m · Published 28 Sep 20:00

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 give us a call! 

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 24th, 2024 19:11.

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