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Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, unexpected...
Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, unexpected expenses, relocating, and rising medical expenses.
Chris Boyd also outlines a complementary offer for a portfolio review and the creation of
a financial plan. The trio goes into detail regarding how a financial plan should identify
your goals and objectives while balancing both priorities of performance and personal
risk management. Chris explains a two-meeting process where the client’s interests are
paramount.
