Geopolitics & Markets; Investment Ratios; Preparing for Retirement

Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor.

Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading.

AMR’s Lead Financial Planner Scott Birmingham, CFP®, joins to discuss the importance of a couples money day, things to consider when preparing for retirement, inflation effects on spending, forming a proper estate plan, and more.