Aug 8, 2025
Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and
engaging episode of
Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a
wide range of timely
topics- from nostalgic movie favorites to serious financial
planning insights. Topics include:
-A preview of the upcoming webinar on managing your digital
footprint and estate
planning in a tech-driven world (see link below to register).
-A timely reminder about National Financial Awareness Day and six
smart steps to
improve your financial health.
-A deep dive into the Rule of 55 for early retirees and how to
access retirement funds
penalty-free. Don’t get too excited, this is often not a prudent
financial option.
-Updates on recent cryptocurrency legislation and what it means for
investors and
consumers.
#financialplanning #investing #401K #403B #IRAs #529s
#nationalfinancialawarenessday
#ruleof55 #retiringearly #cryptocurrency
Click the link below to register for our upcoming webinar, “Don’t
leave a digital mess.”
https://register.gotowebinar.com/register/6040334700710880088
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr