Preview Mode Links will not work in preview mode

Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

  1. All Episodes
  2. Geopolitics & Markets; Investment Ratios; Preparing for Retirement

Geopolitics & Markets; Investment Ratios; Preparing for Retirement

Mar 1, 2023

Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor.

Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading.

AMR’s Lead Financial Planner Scott Birmingham, CFP®, joins to discuss the importance of a couples money day, things to consider when preparing for retirement, inflation effects on spending, forming a proper estate plan, and more.