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Videos

Eric Douglas | Aug 21, 2023

The REAL Value of a Financial Advisor

financial planning
retirement planning
Investment Management
education
“If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔...
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Eric Douglas | Jul 25, 2023

Why DIY Planning Could Cost You

retirement
retirement
financial planning
financial planning
Unfortunately, DIY financial planning rarely works in your favor...
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Eric Douglas | Jul 10, 2023

Insurance Salesmen Are Not Your Financial Advisor

retirement planning
financial planning
Insurance
A critical truth: your insurance salesman may not be the qualified financial advisor you need.
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Eric Douglas | Jul 10, 2023

Breaking Down Investment Overlap

investments
financial planning
retirement planning

 Breaking Down Investment Overlap

#FinancialPlanning #Diversification #WealthManagement

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Eric Douglas | Jul 3, 2023

Consuming Media Is Not Research

education
retirement
media
Don't fall into the trap of mistaking media consumption for proper research. Join us in this discussion as we debunk the myths and shed light on the importance
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Eric Douglas | Jun 28, 2023

Maximize Your Returns with Strategic Asset Location

asset location
retirement planning
investments
stocks
wealth management
Don't underestimate the impact of asset allocation on your overall returns and tax implications. It's essential to understand how different funds perform in
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Eric Douglas | Jan 18, 2023

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
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Eric Douglas | Jan 11, 2023

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
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Eric Douglas | Jan 11, 2023

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
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Eric Douglas | Dec 16, 2022

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
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Eric Douglas | Dec 9, 2022

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
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Eric Douglas | Dec 7, 2022

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
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