The Money Puzzle

The Money Puzzle

The Money Puzzle is a production of Family Wealth Planning Partners. We we guide clients through the retirement planning process, we put together all of the puzzle pieces of their financial lives. Retirement accounts, stocks, bonds, trusts, wills, insurance, annuities: these are all pieces of your portfolio that need to be blended together in order for our clients to see the entirety of their retirement plan looks like. We believe that the more informed and educated a client is about all financial matters the more likely the client is to make better financial decisions. Better financial decisions lead to better results.

Episodes

June 27, 2022 28 min

If you miss the Money Puzzle TV Show this past Saturday, we talked about Inflation. In retirement, you want to be able to enjoy yourself. You want to focus on the things you want to have and do. That's why working with a professional coming in and going through the comprehensive financial planning process can give you that security. 


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Today on the Money Puzzle Podcast we talk about inflation. Most people have not planned for Inflation, but you should be planning for these changes every year. Inflation is a topic in so many of our minds right now. Whether it’s leaving the grocery store your wallet a lot lighter, or the constant news headline you can’t seem to avoid. Inflations can’t be avoided but you can be prepared! 

If you'd like to speak with one of our ad...

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If you miss the Money Puzzle TV Show this past Saturday, we talked about why your retirement looks very different from your parents and generations before. The market changes every day but is not the only explanation for these differences. How we plan for retirement and where that money is coming from make staying up to date with your financial plan even more important with planning for the future.

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Today on The Money Puzzle Podcast talk Crypto when it comes to your retirement. We discuss how crypto is being added to retirement plans, and how we think that might affect participants in general.  

Join us next week, we post new content every Wednesday! 


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If you missed our TV Show “The Money Puzzle”, Chris Vaughn and Eric Douglas talked about the phases of retirement. It's important to understand this because you have to know where you are, and you have to know what the next phase looks like. By first understanding your retirement goals then you can start preparing for it. 

If you'd like to speak with one of our advisors or need more information regarding any of the topics di...

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June 9, 2022 22 min

Today on The Money Puzzle Podcast talk about Cash. Cash is cash, but there are two types of cash. One type is cash that would be in your checking and savings account. And the other type is anything else, like cash that is earmarked for later. Okay. We will discuss what our opinions are when it comes to cash. Join us next week, we post new content every Wednesday! 

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June 1, 2022 26 min

Today on The Money Puzzle Podcast we are talking Taxes. In the month of May lots of you just paid their taxes and now want to know, what can I do for next year? Maybe you paid a little bit more than I wanted to back in April or got back more than I expected to. So what do you do? That's what we are talking about today and focusing on what are some of the accounts are, how they're taxed, and what are some other tax strategie...

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May 18, 2022 21 min

On The Money Puzzle Podcast, we explain the Federal Reserve and how it affects banks and you as a borrower. Established by Congress in 1913, the Federal Reserve System is the central bank of the United States, which provides the nation with a safer, more flexible, and more stable financial system.  Working with a financial advisor can help you be prepared for whatever the economy will throw at you! Join us next week, we post new co...

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Brian Ramsey and Chris Vaughn share a little about themselves and what brought them to get into the business. Our advisors take a personal interest in their clients and are passionate about finances. As always phone lines are open during and after the show. 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! 

 

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 Eric Douglas and Aaron McAndrew are going to be discussing DIY mistake they see most often! Having a good solid plan is a huge part of the success of your financial puzzle. Seeking professional help is a great first start even if you don't have all the information. As always phone lines are open during and after the show. If you'd like to speak with one of our advisors or need more information regarding any of the topics d...

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This Saturday on WHAS11 with our new TV Show “The Money Puzzle”. This week Chris Vaughn and Eric Douglas got to have their chance to take calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! As always phone lines are open during and after the show.. if you'd like to speak with one of our advisors or need m...

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This week we did things a little differently. Brian Ramsey and Aaron McAndrew got to answer calls from real people with questions and concerns that they have experienced while going through their financial journey. Many of you may have some of the very same questions! We will have phone lines open as well during and after the show if you want to speak with one of our advisors or would like more information on any of the topics we t...

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This week is all on Permanent Predictable Income! Join us as we break down 3 of the most common sources Social Security, Pensions, and Insurance Products. We are going to be talking about what Permanent Predictable Income looks like and the timing of when you turn those resources on. NEW episodes every Saturday at 10:30 am! 

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April 11, 2022 28 min

This past weekend's episode of The Money Puzzle is on inflation.  There are many aspects to your financial puzzle and inflation is one we can not avoid. Join Chris Vaughn and Eric Douglas as they discuss the effects inflation has on your financial plan and how to structure your portfolio to be ready when inflation occurs.  NEW episodes every Saturday at 10:30 am!  If you missed any episodes you can always catch up on the latest...

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We have been up to BIG things! This Saturday, April 2nd at 10:30am you can find us on WHAS11 with our new TV Show “The Money Puzzle”. We will be on every Saturday morning! Check us out to see how we can help you with your financial planning. We will have phone lines open as well if you want to speak with one of our advisors or simply have a question!

Don’t miss this week as we discuss Estate Planning in our debut episode!

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March 16, 2022 29 min

This week on The Money Puzzle, we dive into TAXES. With the tax filing deadlines approaching, we discuss different strategies and outline what to think about before filing. Focusing on retirement plans and investments, we highlight ways to take advantage of these assets on your taxes. Join us next week, we post new content every Wednesday! We would love to meet and help you put your financial puzzle together!

www.fwppartners.com

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This week on the Money Puzzle we will be discussing how the invasion of Russia into Ukraine is affecting the financial market globally. As footage of combating Government officials, Military forces, and explosions surface it’s hard to ignore what’s going on in the world today. Despite being thousands of miles away from conflict, the US will continue to reap secondhand consequences from halfway across the globe. As gas prices reach ...

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March 2, 2022 33 min

On The Money Puzzle Podcast, we will be discussing the frequently made mistakes when it comes to DIY planning. Having a good solid plan is a huge part of the success of your financial puzzle. Seeking professional help is a great first start even if you don't have all the information. DIY planning can be very overwhelming and many mistakes can be made. Even if you have made financial mistakes in the past that doesn't mean yo...

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February 22, 2022 26 min

This week on The Money Puzzle we are talking about some of the biggest mistakes Investors make when going at it alone.

fwppartners.com

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February 8, 2022 26 min

In this week's show we spend some time going over what's currently happening with the volatility in the stock market and what to expect going forward.  The bulk of the episode is around defining the parameters of a market correction, and how best to react when we are experiencing one in the market.  If you'd like to discuss your portfolio or look at putting together your puzzle pieces, please contact us directly at our ...

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