Épisodes

  • Trading vs. Investing...Which is Right for You?
    Jan 30 2024

    Schedule 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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    25 min
  • What is our Risk Off Retirement Strategy?
    Jan 23 2024

    Secure 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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    18 min
  • Is the 4% Rule a Retirement Disaster?
    Jan 16 2024

    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 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
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    18 min
  • What Are the Different Types of Financial Advisors?
    Jan 9 2024

    Looking 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
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    20 min
  • Why Should You NOT Wait to Retire?
    Jan 2 2024

    Looking 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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    17 min
  • Why You Should Use a Financial Advisor
    Aug 14 2023

     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

    CONNECT WITH US:
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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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    26 min
  • Are Financial Advisors Worth It?
    Aug 7 2023

    🔔 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
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    32 min
  • Why Insurance Salesmen are NOT your Financial Advisor
    Jul 31 2023

    🔔 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

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    13 min