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PODCAST

Retirement Planning Happy Hour

Eric Douglas, Chris Vaughn

Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.

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All Episodes

56:26

All the Ways to Diversify in a Portfolio

Retirement Planning Happy Hour ·

2025/07/01

Send us a text In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s balanced, resilient, and aligned with your goals. We’ll break down sector diversification, strategic long-term investing, tax diversification, and how to manage risk in retirement through smarter allocation. You’ll learn why different inv...

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40:02

How Do You Use Cash and Emergency Funds in Retirement?

Retirement Planning Happy Hour ·

2025/06/24

In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may not be as safe as you think. You’ll learn how to set up your emergency fund the right way, how to avoid the 10% penalty on retirement accounts, and why too much cash can drag down long-term portfolio growth. We’ll also break down the critical differen...

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50:13

Why We Must Talk about Estate Planning

Retirement Planning Happy Hour ·

2025/06/17

In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to understanding the differences between revocable and irrevocable trusts, we break down complex topics into clear, actionable insights. You’ll learn why not all trusts protect your assets, how beneficiaries can remove trustees, and what happens if you fail to...

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45:47

The Dangers of Recency Bias

Retirement Planning Happy Hour ·

2025/06/10

In this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value, the pitfalls of relying too heavily on recent stock performance, and why having a well-designed portfolio tailored to your timeline matters more than chasing headlines. Whether you’re new to investing or looking to refine your strategy, this episode of...

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46:09

Some Truths About Real Estate Investing

Retirement Planning Happy Hour ·

2025/06/03

In this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long-term approach to real estate investing. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and practical advice for navigating the world of real estate investing. Schedule Your Personalized Financial Pl...

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51:22

Insurance: The Overlooked Key to Security

Retirement Planning Happy Hour ·

2025/05/28

In this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wealth. We’ll explore human capital, the real purpose of term life insurance, the often-ignored importance of disability coverage, and how umbrella policies act as a shield against life’s unexpected disasters. If your financial plan doesn’t include protect...

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43:44

Retirement Planning Happy Hour - Importance of...

Retirement Planning Happy Hour ·

2025/05/06

🔑 Topics covered: Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employer's 401kThis 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

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48:06

Retirement Planning Happy Hour - Let's Talk Tariffs

Retirement Planning Happy Hour ·

2025/04/29

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, financia...

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25:04

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

Retirement Planning Happy Hour ·

2024/01/30

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17:44

What is our Risk Off Retirement Strategy?

Retirement Planning Happy Hour ·

2024/01/23

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18:22

Is the 4% Rule a Retirement Disaster?

Retirement Planning Happy Hour ·

2024/01/16

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20:08

What Are the Different Types of Financial Advisors?

Retirement Planning Happy Hour ·

2024/01/09

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17:13

Why Should You NOT Wait to Retire?

Retirement Planning Happy Hour ·

2024/01/02

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26:04

Why You Should Use a Financial Advisor

Retirement Planning Happy Hour ·

2023/08/14

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32:19

Are Financial Advisors Worth It?

Retirement Planning Happy Hour ·

2023/08/07

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13:28

Why Insurance Salesmen are NOT your Financial Advisor

Retirement Planning Happy Hour ·

2023/07/31

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16:07

Consuming Media is Not Research

Retirement Planning Happy Hour ·

2023/07/24

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20:49

How does the Secure Act 2.0 affect RMD?

Retirement Planning Happy Hour ·

2023/01/18

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29:30

2023 Market Predictions

Retirement Planning Happy Hour ·

2023/01/11

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21:15

Is it worth paying for a financial advisor?

Retirement Planning Happy Hour ·

2022/12/07

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121 results

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