Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the
dentist where the hygienist was asking for financial planning book recommendations and
advice as to how she should go about finding a financial planner who is willing to work
with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest
a wide variety of books for people at various stages of their financial journey. The
dialogue shifts to the challenges of finding a financial planner. Jeff shares the three
questions that everyone should ask to anyone in the financial services industry who they
are considering working with.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article
from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs
in Retirement.” The conversation begins with the notion that most people planning for
retirement have a basic understanding of their future cash flow needs. Chris and Jeff dig
into the costs that many people make incorrect assumptions about or ignore all together.
Included in the conversation are unexpected health care costs, income tax errors,
unanticipated financial emergencies, family member needs/gifts, and the long-term
impacts of inflation.
https://www.kiplinger.com/retirement/the-biggest-stealth-costs-in-retirement
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares clients’ stories where two public employees incorrectly assumed they would not be eligible for Social Security. Chris brings up other topics not to make assumptions about, including beneficiaries and 401K investment allocations.
For more information or to reach TEAM AMR, click the following link:

https://www.wealthenhancement.com/s/advisor-teams/amr