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 financial plan in place and not letting the investments dictate what your decisions are, letting the plan dictate what investments you have and what investments to use. That's the purpose of planning, which is making sure you're not going to run out of money and retirement, and then you can fund as many of the goals that you have as possible.
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-what-do-we-do-in-response-to-the-record-inflation/
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
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 financial plan in place and not letting the investments dictate what your decisions are, letting the plan dictate what investments you have and what investments to use. That's the purpose of planning, which is making sure you're not going to run out of money and retirement, and then you can fund as many of the goals that you have as possible.
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-what-do-we-do-in-response-to-the-record-inflation/
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