Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of
commonly discussed client financial planning issues. With the rise of stock prices in
companies such as Nvidia, some investors find themselves with a sizable portion of their
investment portfolio concentrated in a single holding. Chris leads the discussion of the
best moves for such investors. The trio next reviews the challenges many people face in
accurately predicting their retirement cash flow. The trio discusses challenges and
methods of putting together an accurate financial plan.
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
Popular Podcasts
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Therapy Gecko
An unlicensed lizard psychologist travels the universe talking to strangers about absolutely nothing. TO CALL THE GECKO: follow me on https://www.twitch.tv/lyleforever to get a notification for when I am taking calls. I am usually live Mondays, Wednesdays, and Fridays but lately a lot of other times too. I am a gecko.