Feb 28, 2022
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit.
Special guest Bob Powell, CFP®, joins the show and talks about his involvement in a variety of ventures. Bob is a wealth of financial information, and him and the team get...
Feb 23, 2022
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...
Feb 21, 2022
Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams.
Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomaneng, CFP®, joins the show to talk about mistakes people make when hiring a Financial...
Feb 16, 2022
The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations.
After, the team gets into how couples can share their financial accounts and responsibilities and the...
Feb 14, 2022
Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones.
Later, the team covers the prevalence of financial scams and how well-known celebrities were affected by such events.