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Retirement Income Strategies for the Long Haul
Manage episode 455795925 series 7742
Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation turns to a discussion of a Kiplinger’s article (see link below) about retirement income strategies that Chris was quoted in. Chris and co-host Jeff Perry discuss segmenting retirement income by using the bucket strategy, the use of dividend stocks/bonds versus total portfolio, having diversified income streams, using annuities (or not) for guaranteed income, and working part-time in retirement. Chris and Jeff remind listeners to take the Something More podcast survey (see link below). https://www.kiplinger.com/retirement/retirement-income-strategies-for-the-long- haul The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 tập
Manage episode 455795925 series 7742
Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation turns to a discussion of a Kiplinger’s article (see link below) about retirement income strategies that Chris was quoted in. Chris and co-host Jeff Perry discuss segmenting retirement income by using the bucket strategy, the use of dividend stocks/bonds versus total portfolio, having diversified income streams, using annuities (or not) for guaranteed income, and working part-time in retirement. Chris and Jeff remind listeners to take the Something More podcast survey (see link below). https://www.kiplinger.com/retirement/retirement-income-strategies-for-the-long- haul The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
1000 tập
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