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Indhold leveret af J. Christopher Boyd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J. Christopher Boyd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Lessons from Clients

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Manage episode 450806925 series 7742
Indhold leveret af J. Christopher Boyd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J. Christopher Boyd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of their investment portfolio concentrated in a single holding. Chris leads the discussion of the best moves for such investors. The trio next reviews the challenges many people face in accurately predicting their retirement cash flow. The trio discusses challenges and methods of putting together an accurate financial plan.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1000 episoder

Artwork

Lessons from Clients

Something More with Chris Boyd

30 subscribers

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Manage episode 450806925 series 7742
Indhold leveret af J. Christopher Boyd. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J. Christopher Boyd eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of their investment portfolio concentrated in a single holding. Chris leads the discussion of the best moves for such investors. The trio next reviews the challenges many people face in accurately predicting their retirement cash flow. The trio discusses challenges and methods of putting together an accurate financial plan.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

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