Something More With Chris Boyd Show Podcasts

Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement. Key Takeaways: The Retirement Redzone Explained: Learn what the term 'Retirement Redzone' means and why these years are crucial for setting the stage for a financially stable retirement. Seminar Insights: Chris, Jeff, and Scott discuss the highlights from their recent seminar on the Retirement Redzone, sharing key takeaways, audience questions, and actionable advice. Investment Strategies: Scott Birmingham offers expert recommendations on how to optimize your investment portfolio during the red zone years, balancing between risk and security. Tax Planning: The importance of tax-efficient strategies as you approach retirement and how the choices you make now can affect your long-term financial health.