Inflation & Retirement; Audit Triggers; Client Mailbag

<p>CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. </p> <p>After, Chris and Scott are joined by Mike Perna, CFP®, an Investment Advisor Representative at AMR. He discusses things that trigger audits, and shares tips on how to avoid making typical mistakes during tax time.</p> <p>Later, AMR's Marketing Director, Cathi Ingersoll, joins the team and unpacks client questions that came through the mailbag.</p>