AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.

AMR's Wealth Advisor, Jeff Tomaneng, CFP®, joins and discusses feelings on retirement savings, financial goal setting, best ways to track your progress and more, all with the New Year in mind.