Aug. 17, 2022

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's Lead Financial Planner,...

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun.

AMR's Lead Financial Planner, Scott Birmingham, CFP®, joins as the team discusses how to deal with risks and challenges that people face in retirement.