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Innhold levert av J. Christopher Boyd. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Christopher Boyd eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023

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Manage episode 408868683 series 7742
Innhold levert av J. Christopher Boyd. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Christopher Boyd eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age.

We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation, visit www.NeedyFund.org or call (508) 778-5661.

Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

  continue reading

990 episoder

Artwork
iconDel
 
Manage episode 408868683 series 7742
Innhold levert av J. Christopher Boyd. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Christopher Boyd eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age.

We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation, visit www.NeedyFund.org or call (508) 778-5661.

Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

  continue reading

990 episoder

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