Preview Mode Links will not work in preview mode

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. 

Sep 26, 2023

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement.

Key Takeaways:

  • The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap.
  • Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement.
  • Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy.

Why You Should Listen:

Navigating the path to retirement can be complex and stressful. Whether you're five years away from retirement or just starting to consider it, this episode provides a wealth of knowledge to help you make informed decisions that could substantially impact your quality of life during your golden years.

Don't miss this episode filled with actionable advice, expert insights, and the personal touch that makes "Something More with Chris Boyd" a must-listen for your financial well-being.


If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901.

Something More with Chris Boyd: