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Mailbag of Questions; 15 Years on the Radio
Manage episode 408868751 series 7742
Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of inflation, life insurance, long-term care insurance, cryptocurrency, and more.
AMR's Marketing Director, Cathi Ingersoll, joins to close the show to discuss the show's 15-Year Anniversary show airing live on Saturday, May 7th.
1000 episodi
Manage episode 408868751 series 7742
Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of inflation, life insurance, long-term care insurance, cryptocurrency, and more.
AMR's Marketing Director, Cathi Ingersoll, joins to close the show to discuss the show's 15-Year Anniversary show airing live on Saturday, May 7th.
1000 episodi
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