Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a f...
5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs in Retirement.” The conversation begins with the ...
On this episode of the Wicked Pissah Podcast , we are joined by Stephen Pepe of Longbridge Financial, L LC, where he is a top producing Loan Officer , Reverse Mortgage Consultant and industry expert in r everse m ortgages. St...
Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers...
One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.” The trio discusses the key items in the Bill, including m...
Reassuring Clients About Social Security – with Marcia Mantell On this episode, Kathleen and Kevin speak with Social Security and retirement planning expert Marcia Mantell to talk about how clients’ anxiety about Social Secur...