Retirement Planning Happy Hour
By Eric Douglas, Chris Vaughn
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Image by Eric Douglas, Chris Vaughn
Category: Education
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Episodes: 135
Description
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
| Episode | Date |
|---|---|
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Money, Marriage & Retirement: Conversations Every Couple Should Have
|
Aug 25, 2026 |
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How Hidden Expenses Are Impacting Your Financial Future
|
Aug 18, 2026 |
|
The Truth About Technology, Investing & Financial Planning
|
Aug 11, 2026 |
|
Is Social Security Really Sustainable?
|
Aug 04, 2026 |
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What is "Enough" For Retirement?
|
Jun 24, 2026 |
|
Things You Should Know About Insurance
|
Jun 17, 2026 |
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Habits That Keep You Broke
|
Jun 10, 2026 |
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Scams You Must Avoid to Protect Your Money
|
Jun 03, 2026 |
|
Retirement Isn’t About Saving - It’s About Living
|
May 06, 2026 |
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Do I Really Need This Insurance?
|
Apr 29, 2026 |
|
Markets Reacting to Geopolitics
|
Apr 22, 2026 |
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The Mistakes Young People Make in Financial Planning
|
Apr 07, 2026 |
|
Why Money Won’t Make You Happy
|
Mar 31, 2026 |
|
Nobody Knows Anything
|
Mar 25, 2026 |
|
Dividends & Annuities: The Real Cost of Passive Income (Part 2)
|
Feb 11, 2026 |
|
Passive Income Myths: Real Estate, Risk & Reality (Part 1)
|
Feb 04, 2026 |
|
What Really Matters More Than Money
|
Jan 27, 2026 |
|
The Value of Financial Planning
|
Jan 07, 2026 |
|
The Emotional Mistakes That Derail Investors
|
Dec 17, 2025 |
|
The Truth About Alternative Investments
|
Dec 10, 2025 |
|
More Things To Know Prior to Retirement - Part 2
|
Nov 25, 2025 |
|
Fear-Based Financial Products: What’s Real and What’s a Scam
|
Nov 12, 2025 |
|
Things To Know Prior to Retirement - Part 1
|
Oct 29, 2025 |
|
Are Roth Conversions Worth It?
|
Oct 16, 2025 |
|
Why Won't the Market Crash Already?
|
Oct 09, 2025 |
|
Mistakes We See from DIYers: The Hidden Costs of Going It Alone
|
Oct 02, 2025 |
|
Why We Hate the Term Financial Advisor
|
Sep 25, 2025 |
|
How Does the Big Beautiful Bill Affect Your Retirement?
|
Sep 19, 2025 |
|
Money Mistakes: The Hidden Traps in Financial Planning
|
Sep 02, 2025 |
|
Where Do We Actually Learn About Money?
|
Aug 27, 2025 |
|
Why Annuities are the Used Car of the Financial Industry
|
Aug 19, 2025 |
|
How to Handle Inheritances
|
Aug 06, 2025 |
|
Will A.I. Really Take All the Jobs?
|
Jul 23, 2025 |
|
How Do You Diversify When Everything's Correlated?
|
Jul 11, 2025 |
|
All the Ways to Diversify in a Portfolio
|
Jul 01, 2025 |
|
How Do You Use Cash and Emergency Funds in Retirement?
|
Jun 24, 2025 |
|
Why We Must Talk about Estate Planning
|
Jun 17, 2025 |
|
The Dangers of Recency Bias
|
Jun 10, 2025 |
|
Some Truths About Real Estate Investing
|
Jun 03, 2025 |
|
Insurance: The Overlooked Key to Security
|
May 28, 2025 |
|
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
|
May 06, 2025 |
|
Retirement Planning Happy Hour - Let's Talk Tariffs
|
Apr 29, 2025 |
|
Trading vs. Investing...Which is Right for You?
|
Jan 30, 2024 |
|
What is our Risk Off Retirement Strategy?
|
Jan 23, 2024 |
|
Is the 4% Rule a Retirement Disaster?
|
Jan 16, 2024 |
|
What Are the Different Types of Financial Advisors?
|
Jan 09, 2024 |
|
Why Should You NOT Wait to Retire?
|
Jan 02, 2024 |
|
Why You Should Use a Financial Advisor
|
Aug 14, 2023 |
|
Are Financial Advisors Worth It?
|
Aug 07, 2023 |
|
Why Insurance Salesmen are NOT your Financial Advisor
|
Jul 31, 2023 |
|
Consuming Media is Not Research
|
Jul 24, 2023 |
|
How does the Secure Act 2.0 affect RMD?
|
Jan 18, 2023 |
|
2023 Market Predictions
|
Jan 11, 2023 |
|
Is it worth paying for a financial advisor?
|
Dec 07, 2022 |
|
Is the 60/40 portfolio still relevant?
|
Dec 01, 2022 |
|
Stay Away from Financial Hearsay!
|
Nov 16, 2022 |
|
Money Puzzle TV Show: Why is it important to have a personalized Income Strategy?
|
Oct 17, 2022 |
|
How often should you talk about risk with your advisor?
|
Oct 13, 2022 |
|
Money Puzzle TV Show: Do we believe what the media is saying about recession possibilities?
|
Oct 12, 2022 |
|
Money Puzzle TV Show: Where are we going to see inflation affect us the most?
|
Oct 03, 2022 |
|
What are some positives that come with market lows?
|
Sep 28, 2022 |
|
Money Puzzle TV Show: What are sources of Permanent Predictable Income?
|
Sep 26, 2022 |
|
Should Retirees worry about Inflation?
|
Sep 19, 2022 |
|
Money Puzzle TV Show: How do Taxes fit into my Retirement Plan?
|
Sep 12, 2022 |
|
What do we do in response to record inflation?
|
Sep 08, 2022 |
|
Is The Federal Reserve forcing us into a recession?
|
Aug 31, 2022 |
|
How to Structure Retirement Income
|
Aug 10, 2022 |
|
Are We Seeing the Beginning of a Recovery?
|
Aug 03, 2022 |
|
Why is insurance so important? - featuring Heather McCormick
|
Jul 27, 2022 |
|
Is there anything good about a recession?
|
Jul 20, 2022 |
|
Thoughts on the Market through the first half of the year
|
Jul 14, 2022 |
|
Money Puzzle TV Show: Call-in Show with Brian & Eric
|
Jul 11, 2022 |
|
What are alternative investments?
|
Jul 07, 2022 |
|
Money Puzzle TV Show: What are common Myths about Retirement?
|
Jul 06, 2022 |
|
How does inflation affect my retirement plan?
|
Jun 29, 2022 |
|
Money Puzzle TV Show: How do you account for inflation in your portfolio?
|
Jun 27, 2022 |
|
How do I plan for Inflation?
|
Jun 23, 2022 |
|
Money Puzzle TV Show: How has retirement changed over time?
|
Jun 21, 2022 |
|
Crypto in Retirement Plans
|
Jun 15, 2022 |
|
The Money Puzzle TV Show: What are the phases of Retirement?
|
Jun 13, 2022 |
|
What To Do with Cash?
|
Jun 09, 2022 |
|
Money Puzzle Podcast: Taxes 2
|
Jun 01, 2022 |
|
Money Puzzle: Federal Reserve
|
May 18, 2022 |
|
Money Puzzle Tv Show: Meet our advisors
|
May 16, 2022 |
|
The Money Puzzle TV Show: Call-in show 2
|
May 09, 2022 |
|
The Money Puzzle TV Show: DIY Mistakes
|
May 09, 2022 |
|
The Money Puzzle TV Show: Call-in Show 1
|
Apr 25, 2022 |
|
The Money Puzzle TV Show: Permanent Predictable Income
|
Apr 18, 2022 |
|
The Money Puzzle TV Show: Inflation
|
Apr 11, 2022 |
|
The Money Puzzle TV Show: Estate Planning
|
Apr 08, 2022 |
|
The Money Puzzle: Taxes
|
Mar 16, 2022 |
|
Money Puzzle: Russian/Ukraine Market Impact
|
Mar 09, 2022 |
|
Money Puzzle: DIY Planning Mistakes
|
Mar 02, 2022 |
|
Mistakes of DIY Investors
|
Feb 22, 2022 |
|
Puzzle Piece: Market Corrections
|
Feb 08, 2022 |
|
Welcome to The Money Puzzle
|
Feb 03, 2022 |
|
Market Corrections
|
Dec 02, 2021 |
|
Organized Estate Planning
|
Nov 23, 2021 |
|
The Benefits of a Team
|
Nov 04, 2021 |
|
Owning Real Estate in Retirement Accounts
|
Oct 06, 2021 |
|
Considerations for Unmarried Couples
|
Sep 29, 2021 |
|
Powers of Attorney and Why You Need Them
|
Sep 22, 2021 |
|
How Much Cash Do You Need?
|
Sep 22, 2021 |
|
Inflation Everywhere
|
Aug 03, 2021 |
|
What To Do With Your Mortgage in a Hot Real Estate Market
|
Jul 21, 2021 |
|
June Market Commentary
|
Jun 10, 2021 |
|
Should an Annuity be a Part of My Retirement Plan?
|
Jun 09, 2021 |
|
What Is Going On With Meme Stocks?
|
Jun 02, 2021 |
|
The Government as a Client
|
May 26, 2021 |
|
Beware the Financial Media
|
May 19, 2021 |
|
Market Commentary - May 2021
|
May 13, 2021 |
|
I Left My Employer, What Are My Options?
|
Apr 14, 2021 |
|
Taking Advantage of Your Employer Benefits
|
Apr 07, 2021 |
|
What Moves Can I Make Before the Tax Deadline?
|
Apr 01, 2021 |
|
Crazy Investment Statistics
|
Mar 25, 2021 |
|
Ins and Outs of Charitable Giving
|
Mar 16, 2021 |
|
The First Building Block of Estate Planning
|
Feb 25, 2021 |
|
Should I Contribute to my 401k
|
Feb 18, 2021 |
|
New Year, New Office, New Studio
|
Feb 02, 2021 |
|
How To Protect Your Children (Young and Old)
|
Oct 28, 2020 |
|
Sabotaging Your Own Financial Success
|
Oct 13, 2020 |
|
The US Dollar vs. the new "Credit Society"
|
Aug 26, 2020 |
|
Non Qualified Accounts and Why You Need Them
|
Aug 19, 2020 |
|
Best Practices for Asset Titling and Reviewing Beneficiaries
|
Aug 12, 2020 |
|
The Different Types of Advisors
|
Jul 30, 2020 |
|
All Things Term Life Insurance
|
Jul 23, 2020 |
|
What's Your Retirement Number?
|
Jul 15, 2020 |
|
Debunking Popular Retirement Myths
|
Jul 08, 2020 |
|
The True Cost of Education
|
Jul 01, 2020 |
|
Should You Pay Off Your Mortgage Early?
|
Jun 23, 2020 |
|
What Does it Actually Cost You to Own a Car?
|
Jun 18, 2020 |
|
When Is It a Good Idea to Refinance?
|
Jun 10, 2020 |
|
What You Can Take Advantage Of Now
|
Jun 05, 2020 |
|
Money Moves to Make in Times of Volatility
|
May 27, 2020 |
|
Mistakes Investors Make During Market Volatility
|
May 18, 2020 |