Wealth Creation

The shows in the Wealth Creation page, we discuss a variety of strategies for saving and creating wealth to support the Distribution phase of life.

Do You Even Need Life Insurance

This radio show recording is provided by Brian Ramsey CFP® ChFC of Family Wealth Planning Partners and host of Peace of Mind Radio. This show is intended to provide information on the most basic steps in determining if you need life insurance and if you do, we walk you through the proper process to get Life Insurance

The Basics of a Cash Flow Plan

Brian Ramsey CFP® ChFC of Family Wealth Planning Partners and host of Peace of Mind Radio. This show is intended to provide basic information on the importance of having a Cash Flow Plan, whether you are in the accumulation or distribution phase of your Financial Life.

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CFP Show

Stan and Donna Rosenthal introduce Brain Ramsey as the newest member of Peace of Mind Radio.  Stan, Donna and Brian discuss what it means to work with a CERTIFIED FINANCIAL PLANNER™.

The Client Experience

Stan and Brian walk listens through what it is like to hire Family Wealth Planning Partners and what the client should expect.

FWPP Investment Strategy

Stan and Brian talk about the Investment Strategy Family Wealth Planning Partners uses to manage Client portfolios.

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Backdoor Roth IRA

Stan and Brian walk through the strategy of a Back-Door Roth IRA.  How does it work and who can take advantage of a Back Door Roth IRA.

Saving in a ROTH IRA

Stan and Brian discuss Roth IRAs and the benefits of investing in a Roth IRA.

How to determine your Risk

Stan and Brian walk through what are the different types of Risk and how someone would determine how much Risk they should take in the overall Investment strategy.

Mutual Funds vs ETFs

Stan and Brian talk about the difference between Mutual Funds and Exchanged traded Funds. They also discuss the investment strategies used at Family Wealth Planning Partners.

Basic of IRAs

Stan, Donna and Brian talk Retirement Income Planning and the how different investments provide that income.