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Something More is a Financial Talk Show. 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. 

Nov 18, 2024

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of
commonly discussed client financial planning issues. With the rise of stock prices in
companies such as Nvidia, some investors find themselves with a sizable portion of their
investment portfolio concentrated in a single holding. Chris leads the discussion of the
best moves for such investors. The trio next reviews the challenges many people face in
accurately predicting their retirement cash flow. The trio discusses challenges and
methods of putting together an accurate financial plan.


The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the link below: https://lnkd.in/ekcsvPaM


For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr