Family Wealth Planning Video
Money Puzzle Podcast: How does the Secure Act 2.0 affect RMD?
This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones. https://www.youtube.com/watch?v=pjEW_qt9DHI Speaker 1 [00:00:04] All right. Welcome to the money...
Money Puzzle Podcast: 2023 Market Predictions
With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one...
Burgers & Bourbon: Old Forester Whiskey Row Blind Taste Test
This week we brought our families in on the fun! With Special Guest Mike Quirk & Chris McCormick. We have been wanting to do a blind taste test and here it is along with a message from us and our families! If you have any recommendations on what to review next,...
Burgers & Bourbon:Jack Daniel’s Bonded Tennessee Whiskey
This week’s pick is from our bordering state, Jack Daniel’s Bonded Tennessee Whiskey. Bonded is Bottled-in-Bond, aged in select barrels for added depth and character. The Bottled-In-Bond Act (1897) stipulates that the whiskey must be: From a single distillery, From...
Burgers & Bourbon: Old Elk Armagnac Cask Finish Bourbon Whiskey
This week was a first for everyone. We tried Old Elk Armagnac Cask Finish Bourbon Whiskey. Out of Colorado, The Old Elk Bourbon Whiskey is Left to rest in Armagnac casks, the complex flavors meld with a high-malt mash bill, offering a rich and layered profile like...
Money Puzzle Podcast: Is it worth paying for a financial advisor?
This week on The Money Puzzle Podcast today's we share a story of a client who if they would have sought advice from a professional, could have ended up better off in the long run. You can have peace of mind knowing that your money/retirement is in the safe hands of a...
Money Puzzle Podcast: Is the 60/40 portfolio still relevant?
This week on The Money Puzzle Podcast today's topic is a prevalent one and has really come into view in the last nine months. There's definitely been a bigger significance placed on whether or not a 60/40 type of moderate portfolio, which is basically been the bedrock...
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...
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Additional Posts
Money Puzzle Podcast: How does the Secure Act 2.0 affect RMD?
This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more important ones. https://www.youtube.com/watch?v=pjEW_qt9DHI Speaker 1 [00:00:04] All right. Welcome to the money...
Money Puzzle Podcast: 2023 Market Predictions
With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch the full episode or to catch up on all our podcasts just click the link below! If you'd like to speak with one...
Burgers & Bourbon: Old Forester Whiskey Row Blind Taste Test
This week we brought our families in on the fun! With Special Guest Mike Quirk & Chris McCormick. We have been wanting to do a blind taste test and here it is along with a message from us and our families! If you have any recommendations on what to review next,...
Burgers & Bourbon:Jack Daniel’s Bonded Tennessee Whiskey
This week’s pick is from our bordering state, Jack Daniel’s Bonded Tennessee Whiskey. Bonded is Bottled-in-Bond, aged in select barrels for added depth and character. The Bottled-In-Bond Act (1897) stipulates that the whiskey must be: From a single distillery, From...