Economic & Market Update; Preparing for Retirement
Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve,...
Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve, changing dynamics and more.
Jeff and Chris are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss all things retirement. How much do you need? How much should you save? What does the average American do?
Chris gives a lesson on making decisions out of fear. Scott discusses the Financial Planning process AMR goes through as they get to know their clients and what facets are important to focus on.
