Retirement Planning Happy Hour

Author: 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 youre 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 chapteron your terms. 
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Language: en-us

Genres: Education, Hobbies, Leisure

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The Value of Financial Planning
Wednesday, 7 January, 2026

Send us a textIn this episode, we break down one of the most overlooked truths in retirement planning: your income plan is the engine that drives everything else. Most people jump straight into investments, but without knowing how much income you need—and how long it must last—your financial plan is incomplete from the start.We unpack why every dollar in your portfolio needs a job, why investments can’t be chosen until your income strategy is set, and how to avoid retiring into a lifestyle that falls short of what you envisioned. We also dive into the realities of wealth transfer, why families lose money during inheritance, and the crucial conversations parents should be having with their children long before assets change hands.Whether you're nearing retirement or planning decades ahead, this episode will help you understand why income first, investments second is the smartest—and safest—path to financial freedom.Schedule Your Personalized Retirement Income Strategy Session Now! Visit: http://www.fwppartners.comSubscribe, like, and ring the bell for more expert insights on retirement planning, income strategies, and generational wealth.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram