Preparing for Retirement; Bucket Strategies; Life Insurance
Preparing for Retirement; Bucket Strategies; Life Insurance

Preparing for Retirement; Bucket Strategies; Life Insurance

DnQ_💙

47 min
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<p>IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider.</p> <p>Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses.</p> <p>Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much life insurance a person needs, renting vs owning life insurance, types of life insurance, and how to do it in the context of a financial plan.</p>

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