The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and
Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle
Study (linked below). The conversation begins with the survey’s top political concerns of
the respondents as being inflation and taxes. Aya answers questions of the significance of
elections and the stock market. Jeff outlines the lifestyle and happiness survey data
among different generations. Chris asks Aya for her thoughts on the various geo-political
events and how they could impact investors.
https://www.wealthenhancement.com/s/blog/retirement-lifestyle-survey-
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For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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