Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar.

Wealth Advisor, Jeff Tomaneng, CFP®, joins for the later three segments to share his thoughts on the importance of financial literacy in the school system, the benefits of educating the youth on finance, money values, and more. He also answers some financial literacy questions on healthcare costs and average retirement age.