Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Episodes
102 episodes
All the Ways to Diversify in a Portfolio
In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s b...
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56:26
How Do You Use Cash and Emergency Funds in Retirement?
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may...
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40:02
Why We Must Talk about Estate Planning
In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to under...
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50:13
The Dangers of Recency Bias
In this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value,...
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45:47
Some Truths About Real Estate Investing
In this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long...
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46:09
Insurance: The Overlooked Key to Security
In this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wea...
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51:22
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
🔑 Topics covered:Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employ...
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43:44
Retirement Planning Happy Hour - Let's Talk Tariffs
Welcome to the premiere episode of the Retirement Happy Hour Series! In this kickoff conversation, we set the stage for what retirement can truly be—an exciting new chapter full of purpose, connection, and opportunity. Join us as we ex...
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48:06
Trading vs. Investing...Which is Right for You?
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 Differ...
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25:04
What is our Risk Off Retirement Strategy?
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...
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17:44
Is the 4% Rule a Retirement Disaster?
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 t...
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18:22
What Are the Different Types of Financial Advisors?
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 diff...
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20:08
Why Should You NOT Wait to Retire?
Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today!
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17:13
Why You Should Use a Financial Advisor
Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a finan...
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26:04
Are Financial Advisors Worth It?
🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a financial...
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32:19
Why Insurance Salesmen are NOT your Financial Advisor
🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Tailored Advice. Innovative Solutions. Compre...
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13:28
Consuming Media is Not Research
Planning for your future has never been more meaningful.Visit our website for expert financial advice:
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16:07
How does the Secure Act 2.0 affect RMD?
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...
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20:49
2023 Market Predictions
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 l...
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29:30
Is it worth paying for a financial advisor?
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...
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21:15
Is the 60/40 portfolio still relevant?
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...
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23:24
Stay Away from Financial Hearsay!
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...
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19:59
Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?
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...
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28:31
How often should you talk about risk with your advisor?
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...
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25:17