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AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing...
AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show.
AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing dynamics of market conditions, starting with the recent drop in Netflix stock price, and further discussing trends in subscription model companies.
They later tackle how 48% of Americans with incomes over $100k are living paycheck to paycheck, and cover the importance of saving and growing your cashflow. They further explain the 4% rule of retirement and discuss appropriate withdrawal rates.
