Feb 27, 2023

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more.

Jeff is joined by...

Feb 22, 2023

On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side hustles, money habits, and more. Whether being frugal or trying to Keep up with the Joneses,...

Feb 20, 2023

Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the economy. After, Brian covers sentiments from his recent article "Investing and Lessons Learned...

Feb 15, 2023

Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings.

Recent employment data reveals an increase in job reports. How will this affect Federal Reserve decisions? Is the economy stronger than...

Feb 13, 2023

CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period.

Chris and Jeff continue on to challenges people face if they are not in the top 10% of earners in America and how planning...