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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. 

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  2. The Survey Says; Retirement Lifestyle Study

The Survey Says; Retirement Lifestyle Study

Oct 11, 2024

The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and
Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle
Study (linked below). The conversation begins with the survey’s top political concerns of
the respondents as being inflation and taxes. Aya answers questions of the significance of
elections and the stock market. Jeff outlines the lifestyle and happiness survey data
among different generations. Chris asks Aya for her thoughts on the various geo-political
events and how they could impact investors.


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