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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Dec 16, 2024

Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with
an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation
turns to a discussion of a Kiplinger’s article (see link below) about retirement income
strategies that Chris was quoted in. Chris and co-host Jeff Perry discuss segmenting
retirement income by using the bucket strategy, the use of dividend stocks/bonds versus
total portfolio, having diversified income streams, using annuities (or not) for guaranteed
income, and working part-time in retirement. Chris and Jeff remind listeners to take the
Something More podcast survey (see link below).
https://www.kiplinger.com/retirement/retirement-income-strategies-for-the-long-
haul
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: https://lnkd.in/ekcsvPaM


For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr