Feb 15, 2021
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions:
- Is Social Security going bust?
- Who is eligible for social security?
- What if you haven’t worked 40 quarters?
- Are spouses eligible?
- What if you are divorced or widowed?
- What is the impact on...
Feb 15, 2021
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions:
- Is Social Security going bust?
- Who is eligible for social security?
- What if you haven’t worked 40 quarters?
- Are spouses eligible?
- What if your divorced or widowed?
- What is the impact on Medicare...
Feb 10, 2021
AMR discusses the financial bucket approach for money that will be needed now, soon, and later.
If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care, etc.
What is the cost of love? The average person spends around $150 on Valentine’s Day for...
Feb 8, 2021
Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines.
Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and estate planning, etc.) is considered. They also discuss how buckets (now, soon, later) figure into...
Feb 3, 2021
AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement.
Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful model that takes into account different variables – like how you...