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Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial...
Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates.
After, Jeff is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, and IAR, Mike Perna, CFP®, MBA, to talk about retirement planning within saving and investing. They discuss systematic savings through different avenues, the important decision of retiring, how not to run out of money in retirement, long term care, and much more.
Listen through as Jeff asks AMR's advisors a few financial literacy questions.
