93 episodes

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.

The Money Puzzle Eric Douglas, Aaron McAndrew

    • Business

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.

    Trading vs. Investing...Which is Right for You?

    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 Difference? The Emotional Rollercoaster of Market Timing The Importance of Long-Term Planning Protecting Your Retirement with Our Risk-Off StrategySo, 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 ...

    • 25 min
    What is our Risk Off Retirement Strategy?

    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 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...

    • 17 min
    Is the 4% Rule a Retirement Disaster?

    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 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 en...

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

    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 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...

    • 20 min
    Why Should You NOT Wait to Retire?

    Why Should You NOT Wait to Retire?

    Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comReady 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.comFacebook: / fwpp...

    • 17 min
    Why You Should Use a Financial Advisor

    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 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...

    • 26 min

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