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.
- 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
- 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
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
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