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