Oct 21, 2023

Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions.
The segment starts off with whether contributing to a HSA or a Roth IRA is a better
choice for this specific listener’s circumstances. Jeff next offers his comments on how a
Durable Power of Attorney works and when it is appropriate to...

Oct 20, 2023

Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing
after age 50 and the most common mistakes people make. Scott goes into detail
concerning the rise of “Gray Divorces” and offers real-life advice when confronting a
pending separation. During the conversation Jeff and...

Oct 19, 2023

Chief Investment Officer Brian Regan of Asset Management Resources and guest-host
Jeff Perry dive into the topics of an upcoming Asset Management Resources client
webinar on the economy and markets. Brian starts the segment off with a detailed
commentary concerning how geo-politics is impacting the stock and the bond...

Oct 16, 2023

Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in
a recent article in Investopedia. The segment began with a review of the data which
shows that 1 in 4 “retired” people decide to re-enter the workforce. The wide-ranging
discussion included personal stories on the reasons...

Oct 13, 2023

Asset Management Resources Chartered Financial Analyst Brian Regan
joins guest host Jeff Perry for an informative and timely discussion about how the bond
market is impacting the stock market. The conversation starts with a review of the
inversion of the yield curve and additional commentary by Brian on the...