Podcast

Questions you should ask your Financial Advisor: How often will we review my Financial Plan

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Questions you should ask your Financial Advisor: What fees am I paying?

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses questions you should ask your financial advisor or questions you should ask an Advisor when you are interviewing a new Advisor. Qu...
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Questions you should ask your Financial Advisor: Are you required to act as a Fiduciary?

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses questions you should ask your financial advisor or questions you should ask an Advisor when you are interviewing a new Advisor. Que...
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Questions you need to ask your Financial Advisor, Are Your Required to act as a Fiduciary

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses questions you should ask your financial advisor or questions you should ask an Advisor when you are interviewing a new Advisor. Que...
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Questions you should ask your Financial Advisor–How are you Compensated

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses questions you should ask your financial advisor or questions you should ask an Advisor when you are interviewing a new Advisor. ...
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Common Financial Mistakes–Not Knowing Your Risk Profile

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses common financial mistakes.  This week we discuss not know what your Risk profile should be....
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Common Financial Mistakes–Improperly Evaluating an Investment

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses common financial mistakes. This week we discuss the mistakes we see with improperly evaluating an investment...
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Common Financial Mistakes–What to do with Money with a Purpose

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses common financial mistakes.  This week we take a look at what to do with Money that has a specific purpose and a specific time fram...
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Common Financial Mistakes

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses common financial mistakes. This week we take a look at getting advise from non-professionals....
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3 Life Insurance–Hybrid Products

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the question, do you actually need Life Insurance? There is often a need for Life Insurance and Long-Term Care Insurance. Combining...
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The Need for Life Insurance–Permanent Insurance

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the question, do you actually need Life Insurance? It's very rare, but in some circumstances, Permanent Life Insurance may be the a...
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The Need for Life Insurance–Term Insurance

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the question, do you actually need Life Insurance? Let's look at a case study for the need for Term Life Insurance....
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What’s Your Retirement Number

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the question, How much money do you need to retire? Brian and his team prefer to answer the question, what it the probability th...
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Should I Pay Off My Mortgage Early Pt2

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the common questions, does it make sense to pay off your mortgage early if you have enough assets to pay the full balance, maybe no...
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Should I Pay Off My Mortgage Early

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners discusses the common question, does it make sense to pay off your mortgage early? Not Always, here's why....
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Part 3 Retirement Income Planning Myths-Living On Less In Retirement

Peace of Mind Radio presented by Family Wealth Planning Partners. In Part 2, There is a thought that you spend less in retirement, but that doesn't hold to be true in Brian's experience, here's why....
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Retirement Income Planning Myths–A More Conservative Investment Strategy in Retirement

Retirement Income Planning Myths Part 2, Brian discusses his concerns with the theory that your investment strategy in retirement needs to be more conservative....
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Part 1: Retirement Planning Myths, 3-5% Withdrawal Rate

Peace of Mind Radio presented by Family Wealth Planning Partners Part 1 of a 3 Part Series on, Retirement Planning Myths. Brian starts this series discussing the perception client's sometimes have th...
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Adding a Beneficiary to a Checking Account

Peace of Mind Radio presented by Family Wealth Planning Partners discusses the proper strategy for adding children/beneficiary to a Checking or Savings account. This technique is often for Probate Av...
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Part 4 Analysis of Investment Accounts

Peace of Mind Radio presented by Family Wealth Planning Partners presents Part 4 Analysis of Investment Accounts--Effective Use of Investment Funds. In this edition, we are examining the most effecti...
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Adding a Beneficiary to a Checking Account

Hi good morning welcome to this week's edition of the family wealth planning partner blog series. And this week we're talking about adding children to a checking account. This came up because we had a...
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Backdoor Roth IRA

Hey welcome to family wealth. Plenty partners on Brian Ramsey. This is our weekly podcast series and today's topic is how to contribute to a Roth IRA a when your income exceeds the limitations. Let's ...
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Basic Savings Strategies

Brian Ramsey in today's version of the weekly blog series is on the the most basic fundamental saving strategies that we walk clients through. This is mainly geared towards our younger clients or thei...
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Part 1 Analysis of Investment Accounts Pre-Tax Savings

Hi welcome to family wealth playing partners I'm Brian Ramsey and this is our weekly blog series. Today we're kicking off the first of a five part series on the different account types. Now we're goin...
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Part 3 Analysis of Investment Accounts Post Tax Accounts

Hi welcome to family life partners. This is our weekly blog series and you are watching the third part of a five part series that we've done on a different investment accounts. So if you have a call t...
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