Apr 27, 2022
AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you.
In recognition of National Volunteer Month, Brian and AMR Wealth Advisor, Jeff Tomaneng, CFP®, talk about their volunteer work in their respective communities, and discussing the importance of giving back to the community you’re involved in.
After, more of the team joins the show to talk about the changing dynamics of market conditions. They cover the Secure Act 2.0, discussing the implications of raising the Required Minimum Distribution age.
Later, they get into Home Equity Line of Credits (HELOC), what it is and how it can be beneficial.