Podcasts
Lemonadio Live
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The First Shot Morning Show
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Something More with Chris Boyd
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Wicked Pissah Podcast
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Coffee with T's
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Cape Cod Chamber of Commerce Policy Podcast
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One Drop Leads to Another
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JT The Chronicles Podcast
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Women Travel Better in Pairs
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13 Folds Radio
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Fit Phat Chat
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My Wine Fit
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Brilliantly Balanced
Visit PageRecent Episodes
Feb. 21, 2025
Family Planning – not what you are probably thinking?
Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; othe…
Feb. 18, 2025
#236 - Direct Indexing Strategies with Greg Kanarian, JD, CFA
Direct Indexing Strategies with Greg Kanarian, JD, CFA Hosts Kathleen Kenealy and Chris Boyd speak with Greg Kanarian, an Investment Strategist at Natixis Investment Managers representing the firm’s Direct Indexing strateg…
Feb. 17, 2025
Challenges to an early retirement
Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequentl…
Feb. 14, 2025
Fires - Are You Properly Covered?
Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. J…
Feb. 11, 2025
#235 - Nick Gudz, Co-Founder of Fin.Link
Nick Gudz Hosts Michael Connaughton and Brad Wright are joined by Nick Gudz, Co- Founder of Fin.Link. Nick has been in the industry for 20 plus years holding multiple positions. He co-founded Succession Link in 2012, a platf…
Feb. 10, 2025
How much can I take?
How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see …