The Money Puzzle

By: Eric Douglas Aaron McAndrew
  • Summary

  • 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.

    © 2024 The Money Puzzle
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Episodes
  • 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
    Follow FWPP:
    LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
    Facebook
    Instagram

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    25 mins
  • 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
    Facebook
    Instagram

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    18 mins
  • 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
    Facebook
    Instagram

    Show more Show less
    18 mins

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