Something More With Chris Boyd Show Podcasts

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap. Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement. Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy. Why You Should Listen: Navigating the path to retirement can be complex and stressful. Whether you're fiv