🔑 Topics covered:

• Benefits of consolidating accounts
• The flawed premise of how some investors view portfolio diversification
• Pros and cons of 401k accounts
• Why you should NEVER leave money in a previous employer's 401k

This week's drink of choice: Woodford Reserve Sherry Cask Finish

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

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 explore the emotional and financial transitions that come with retirement, bust common myths, and offer practical advice for finding joy and direction beyond the nine-to-five.

Eric Douglas and Chris Vaughn introduce the core themes of the series—wellness, financial freedom, lifelong learning, and meaningful relationships—while sharing personal insights and stories that resonate with anyone navigating or planning for life after work.

Whether you’re just beginning to think about retirement or are already deep into it, this episode will inspire you to approach it with fresh eyes and an open heart.

🔑 Topics covered:

• Redefining retirement in the modern world
• The psychological impact of leaving a career
• Building routines that promote happiness and health
• What to expect from the Retirement Happy Hour Series

Pull up a chair, pour your favorite drink, and let’s talk about making retirement the happiest hour of your life.

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

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