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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.

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Website: Family Wealth Planning Partners
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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.

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Website: Family Wealth Planning Partners
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In this episode, we uncover why inheritance planning is far more than just receiving assets—it’s about understanding the rules, taxes, and strategies that ensure you keep more of what’s passed down. Many families are surprised by how account types, tax laws, and timing can drastically impact the true value of what heirs receive. We’ll explore special rules for spouses inheriting IRAs, how inherited Roth accounts should be managed for maximum tax‑free growth, and why communication before someone passes is critical.

You’ll also learn about common mistakes, like failing to sell assets with a stepped‑up basis or missing the 10‑year rule on inherited IRAs—errors that can cost tens or even hundreds of thousands in unnecessary taxes. Whether you’re planning your own legacy or preparing to inherit, this episode will help you make smarter, tax‑efficient decisions.

Ready to create a legacy that truly lasts? Schedule your personalized planning session today!

Visit: http://www.fwppartners.com

Subscribe, like, and ring the bell for more expert insights on inheritance, retirement, and wealth building.

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/
#inheritanceplanning #wealthmanagement #financialplanning #taxefficient #legacyplanning #retirementstrategy

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