Family Wealth Planning Video
Burgers & Bourbon: W.L. Weller 12 Year
We have a special one this week, W.L. Weller 12 Year. As part of the wheated bourbon family, this 12-year-old W.L. Weller is aged far longer than most wheated bourbons. The mid-palate flavor is heavily wheated, layered, and moderately sweet. If you have any...
Burgers & Bourbon: Penelope Architect
This weeks pick is Penelope Architect. Penelope Bourbon created a series of four grain expressions that pleases the palate of bourbon connoisseurs and novices, alike. The Architect is the new blueprint for the future of precision blending. The first build in this...
Money Puzzle Podcast: How often should I review my beneficiaries?
This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas talk about the importance of beneficiary designations and keeping beneficiaries updated. Making sure that these instructions are in place and frequently reviewed. Things change so you need to ensure...
Burgers & Bourbon: Basil Hayden Toast
This weeks pick is Basil Hayden Toast. At 80 proof and an entirely new mashbill, replacing the traditional rye grain with brown rice, which adds a hint of sweetness and a touch less spice with increased depth of flavor that comes from secondary aging in a toasted then...
Money Puzzle Podcast: Stay away from financial hearsay!
This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas ask you if you have an issue with your back, where do you go? You call a doctor, right? If you're going to build a building, who do you call? You call an architect. When it comes to your retirement...
Burgers & Bourbon: Old Forester Statesman
Wrapping up the Whiskey Row Series from Old Forester, this week we tried Old Forester Statesman. Inspired by the dynamic characters in the film, “Kingsman: The Golden Circle,” Old Forester Statesman offers bold flavor blended to a smooth 95 proof from hand-selected...
Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?
NEW EPISODES! This past Saturday we premiered one of our new episodes of the Money Puzzle TV Show. Chris talks this week about Income Strategy. The big issue with income strategies is there is no right answer, everybody is unique. There is just no way that you can...
Money Puzzle Podcast: How often should you talk about risk with your advisor?
This week on The Money Puzzle Podcast Brian Ramsey and Aaron McAndrew talk all about risk management. This is something that we have a dedicated meeting for every single year and the reason we do is that we often find when we have conversations with prospective...
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Additional Posts
Burgers & Bourbon: W.L. Weller 12 Year
We have a special one this week, W.L. Weller 12 Year. As part of the wheated bourbon family, this 12-year-old W.L. Weller is aged far longer than most wheated bourbons. The mid-palate flavor is heavily wheated, layered, and moderately sweet. If you have any...
Burgers & Bourbon: Penelope Architect
This weeks pick is Penelope Architect. Penelope Bourbon created a series of four grain expressions that pleases the palate of bourbon connoisseurs and novices, alike. The Architect is the new blueprint for the future of precision blending. The first build in this...
Money Puzzle Podcast: How often should I review my beneficiaries?
This week on The Money Puzzle Podcast Brian Ramsey and Eric Douglas talk about the importance of beneficiary designations and keeping beneficiaries updated. Making sure that these instructions are in place and frequently reviewed. Things change so you need to ensure...
Burgers & Bourbon: Basil Hayden Toast
This weeks pick is Basil Hayden Toast. At 80 proof and an entirely new mashbill, replacing the traditional rye grain with brown rice, which adds a hint of sweetness and a touch less spice with increased depth of flavor that comes from secondary aging in a toasted then...