Feb. 23, 2022

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing...

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Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing retirement assets.

A market update is covered by AMR's Chief Investment Officer, Brian Regan, CFA®. He shares his thoughts on volatility and inflation in the stock market. Later, he defines what Alpha and Beta measurements are.