The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in life without falling into the anxiety traps of
conventional success principles books. Dr. Grumet shares his own compelling personal story of why he gave up practicing medicine full-time. The trio digs into a variety of topics that will benefit everyone. #purpose #meaning #financialplanning #lifecoach #happiness #anxiety
#selfhelp
https://jordangrumet.com/

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”
https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices. Topics covered include tariffs, debt-ceiling, Iran, immigration, and the Big Beautiful Bill. While there is some disagreement on the politics, the trio discussed the value of working with a financial advisor, especially in turbulent times. #financialplanning #geo-political #wallofworry #stockmarket

Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”

https://register.gotowebinar.com/register/6040334700710880088

For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener
and client questions. The episode opens with a listener question asking, I have multiple IRAs,
how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of
25? The next topic is one based on television and radio commercials selling Home Title Lock
Insurance – Chris and Jeff explain what it is and what it is not. Finally, Chris and Jeff answer
what appears to be a simple question, but ends up not as simple as first thought – Do RMD’s
affect my Social Security?
Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”
https://register.gotowebinar.com/register/6040334700710880088
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr