Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and
Russ Ball explore the often-incorrect assumptions people have related to social security
and government pensions. Russ opens the segment with one of those common
assumptions with a question to Jeff who outlines the interplay of the two sources of
retirement income. Chris shifts to the topic of how many retirees struggle with the
transition of accumulating assets to spending them. The group has an in-depth
conversation as to why a comprehensive financial plan can be an asset to managing the
financial and emotional components of retirement income and expenses.
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following
link: https://www.wealthenhancement.com/s/advisor-teams/amr
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