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In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these errors can derail your path to financial security.

We’ll explore why patience in the market is crucial, why “doing nothing” is sometimes the smartest move, and why delegating to professionals can save you from costly ripple effects.

Whether you’re just starting your financial journey or fine-tuning your long-term plan, this episode will help you spot red flags and avoid mistakes that smart people make all the time. Remember—building wealth isn’t only about making the right moves, it’s also about avoiding the wrong ones.

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Website: Family Wealth Planning Partners
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In this episode, we unpack the question: Where do we actually learn about money? The truth is, most of us never had formal lessons in school about saving, debt, or investing. Instead, we learned from our parents, from what we saw at home, or—sometimes—from painful mistakes as adults. Whether through arguments about bills, small childhood purchases, or late-night financial stress, those lessons stick with us and shape our money mindset.

We’ll break down how early experiences influence lifelong financial habits, why letting kids make small money mistakes can save them from larger disasters, and how shifting from a “spending” mindset to an “ownership” mindset changes everything. You’ll also discover why advice from experts like Dave Ramsey works for some, but isn’t one-size-fits-all—and how to apply financial wisdom in a way that truly fits your life.

If you’ve ever looked back and thought, “I wish I had learned about money sooner,” this episode will help you understand where those lessons really begin and how you can rewrite the story—for yourself and the next generation.

Schedule Your Personalized Strategy Session Now!

Visit: http://www.fwppartners.com

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

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In this episode, we break down everything you need to know about annuities—what they are, what they’re not, and why so many people misunderstand them.

From fixed and indexed annuities to single and joint life options, we reveal the real purpose of these insurance products and the tradeoffs that come with them.

We’ll also explain why annuities aren't investments, how they provide downside protection, and why understanding terms like liquidity, flexibility, and contract length matters more than chasing returns. Whether you're planning for retirement or reviewing your financial strategy, this episode is packed with clarity, education, and straight talk on how annuities actually work.

Don’t get locked into a long-term product you don’t understand—watch this first.

Schedule Your Personalized Retirement & Protection Strategy Session Now!
Visit: http://www.fwppartners.com

Subscribe, like, and ring the bell for more expert insights on annuities, retirement, and smart money decisions.

CONNECT WITH US:
🌐 Website: www.fwppartners.com
📘 Facebook: https://www.facebook.com/fwppartners
📸 Instagram: https://www.instagram.com/ericdouglasfinancialadvisor/
🔗 LinkedIn: https://www.linkedin.com/in/ericdouglasfinancialadvisor/

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram