Jack Heintzelman – FPA National Board of Directors Hosts Brad Wright and Kathleen Kenealy are joined by Jack Heintzelman. Jack is a financial planner with Boston Wealth Strategies, where he has been since 2018. Jack has been…
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether…
The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the surv…
Crystal Lee Butler- Crystal Marketing Solutions. Host Michael Connaughton is joined by Crystal Lee Butler of Crystal Marketing Solutions. Crystal is founder of Crystal Marketing Solutions, LLC also known as CMS. CMS speciali…
Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most in…
Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play…