How has COVID has affected your Financial Plan? We can help you determine if you are still on track. If you don't have a Plan, we can help. Consider attending our class on October 6th and 13th. Learn more here
#financialfreedom #financialliteracy #FinancialPlanning #retirementplanning #retirementplan #retirementgoals
https://rpt.rsvp.courses/Register/CourseInfo?id=FQNJHV
RPT.RSVP.COURSES
Retirement Planning Today® Event - An Educational Course for Adults Age 50 to 70
TUE, OCT 6 - OCT 13
Retirement Planning Partners
New Peace of Mind Radio episode dropped this morning. We discuss 529 plans in this one.
- How are they used for educational expenses?
- What are the advantages? Disadvantages?
- What are some alternative ways to utilize 529 Plans other than for educational needs?
- How do 529 Plans fit into a legacy plan?
Listen at the link below or wherever you subscribe to podcasts. Available on all major platforms. Appreciate it!
https://peaceofmindradio.buzzsprout.com/
PEACEOFMINDRADIO.BUZZSPROUT.COM
Peace of Mind Radio
New podcast episode drops today! This episode came as a result of a conversation with a client who had some questions about the Federal Reserve and its effect on the US Dollar. This leads into a discussion about fiat currency, what it means, and the state of currency as it is today. We'll compare how currency changes hands today vs. how previous generations have. And we'll go into detail about how it's more accurate to say our society is now based upon Credit more so than Currency. We'd love if you listen, subscribe, rate and review!
https://peaceofmindradio.buzzsprout.com/1063060
PEACEOFMINDRADIO.BUZZSPROUT.COM
Peace of Mind Radio
New episode dropped yesterday of Peace of Mind Radio. In our most recent edition we discuss a multitide of topics:
- Describe who beneficiaries are and what accounts typically have them
- How often you should review beneficiaries
- Most Common Mistakes around naming beneficiaries
- How to assign beneficiaries to accounts that don't typically have them
- Should you share accounts with your child?
- How you should title and own Real Estate assets
Link to the podcast below, please listen, subscribe, rate and review!
Visit our website www.familywealthplanningpartners.com for more information or to schedule an appointment with us.
https://peaceofmindradio.buzzsprout.com/
PEACEOFMINDRADIO.BUZZSPROUT.COM
Peace of Mind Radio
The latest article from Eric Douglas for Louisville Business First went live online this week and will be in the most recent issue. He took some time to explain the popular concept of a "Retirement Number" and how feasible it really is when planning for life after work. He also lays out where your focus should be instead to help optimize your plan, and in what ways retirement can feel like a movie. If you'd like to discuss how you can best prepare for and live in retirement, please schedule an appointment to see us!
https://www.bizjournals.com/louisville/news/2020/08/03/whats-your-retirement-number.html
BIZJOURNALS.COM
What’s your retirement number? - Louisville Business First
In this week's podcast, we continue our conversation around Questions you should be asking your Financial Advisor.
#podcast #retirementplan #retirement #financialplanning #retirementplanning #wealthmanagement #personalfinance #financialliteracy #money #investment #investing #financialfreedom #cfp
https://youtu.be/SCVlMDvjnyU
YOUTUBE.COM
Part 2: What are some questions that you should be asking your advisor?
Another new episode of Peace of Mind is now live. This is a follow up from last week's episode. In this second part of our two part series, we continue to discuss the questions and topics you should be asking of your current or prospective financial advisor, and things to listen for as they answer. As always, if you'd like to ask these questions of us, or come up with a few of your own, we'd love an opportunity to chat. Send us a direct message to schedule a call. Enjoy the episode!
https://peaceofmindradio.buzzsprout.com/
PEACEOFMINDRADIO.BUZZSPROUT.COM
Peace of Mind Radio
How are you compensated? What is your Investment Philosophy? How would you determine my Risk Profile? How often would you review my Financial Plan? These are just some of the questions you should be asking your Financial Advisor. In Part 1 of a 2, we discuss these and other questions you should be asking your Financial Advisor and explain the reason you should be asking these questions.
#financialplanning #financialliteracy #retirementplanning #retirementplan #retirementgoals #retirement #wealthmanagement #investment #personalfinance #podcast #financialadvisor
Watch the show on our YouTube Channel
Peace of Mind Radio YouTube
https://youtu.be/1IL2Qqaiw0M
Listen to our show on Peace of Mind Radio Podcast
https://peaceofmindradio.buzzsprout.com/1063060/5692990-what-questions-should-you-ask-your-advisor
PEACEOFMINDRADIO.BUZZSPROUT.COM
What Questions Should You Ask Your Advisor? - Peace of Mind Radio
Hope everyone is having a great week! Our first episode of our new podcast, Connecting The Commonwealth, went live today at 12pm. Great episode with Matt Monteiro, the owner of Bulletproof Finance! Fantastic guy and you'll be delighted to learn about Matt and his business. Give it a listen if you have some time.
Isaac LaFond - Family Wealth Planning Partners
https://www.youtube.com/watch?v=g2-iyocCVx0
YOUTUBE.COM
Matt Monteiro - Bulletproof Finance
🚨 Check out our latest podcast episode of Peace of Mind Radio. This is Part 1 of a double episode where we discuss the Questions to Ask Your Financial Advisor, both in the beginning of the process, as well as throughout the relationship. Feel free to slide into our DM's to ask these of us, plus any others you can think of, if you'd like to discuss your financial planning needs 😉
https://peaceofmindradio.buzzsprout.com/
PEACEOFMINDRADIO.BUZZSPROUT.COM
Peace of Mind Radio
In his latest entry for Louisville Business First, Eric Douglas touches on the very timely issue of Presidential Elections, specifically to what how they might have an effect on your portfolio. This leads into a greater question to consider, which is to what degree should results of an election affect the decisions you make in crafting your financial plan? If you'd like to discuss this topic, and optimize your portfolio for the future, send us a message to schedule a free consultation.
https://www.bizjournals.com/louisville/news/2020/10/21/do-presidential-elections-affect-the-stock-market.html?iana=cco_landing_news
BIZJOURNALS.COM
Do presidential elections affect the stock market? - Louisville Business First
Have you heard the term Elder Care Planning? It's the process of preserving assets to take of mom and/or dad, should they need advanced healthcare. Tammy Combest is a great resource to explain how this works and why it is important to consider this planning.
Tammy is an Elder Lawyer focusing on Estate Planning & Asset Protection solutions.
If you have aging parents, this might be of interest. Call Tammy or anyone on our staff to schedule a time to talk.
#eldercare #eldercareplanning #estateplanning #estateplanningattorney #estate #financialplanning #wealthmanagement #financialliteracy
https://youtu.be/FX5F3LS4bdY
YOUTUBE.COM
Tammy Combest - Elder Law
I talk to a lot of folks that want to start their own business but not sure how to approach it. Thom Crimans and Amanda Berry offer a great service. They are a one-stop-shop to being a small business owner. Turn in next week, we will have one of Thom and Amanda's clients.
If you are a small business owner and you would like to be a guest, please reach out to us.
#podcast #smallbusiness #franchiseopportunity #franchisebusiness #franchiseopportunities #franchise #smallbusinessowners
https://youtu.be/5powLQNHdoU
YOUTUBE.COM
Amanda Berry & Thom Crimans - FranNet
Family Wealth Planning Partners is excited to announce the location of our new office. 9200 Shelbyville Road, Suite 130. Construction is underway and a completion date has been set for mid-December. Can't wait to show off the new space.
Tad Douglas, CRPC® Eric Douglas Isaac LaFond Patrick Fox Chris Vaughn, WMCP®, CLTC®
#newofficespace #newoffice #financialplanning #retirementplanning #personalfinance #financialliteracy #wealthmanagement #financialadvisor #planning #officespace
Happy Thursday Everyone! Hope you all are having a great week. Wanted to share our latest episode of Connecting The Commonwealth with Jerusalem Begashaw & Helen Haile with Office Pride. They are both amazing #womenbusinessowners and have amazing stories! Give it a listen!
https://youtu.be/VvHpodaJFoQ
YOUTUBE.COM
Helen Haile & Jerusalem Begashaw - Office Pride
