Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple wi...
Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate National 401(K) Day and unpack the true power of your workplace retiremen...
Risk Management with Scott Heinila, CEO of Optimized Insurance Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott Heinila. After graduating from California State University Long Beach (CSUL...
Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In this candid conversation, you will discover why healthcare emergencie...
Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors’ imaginations and also their dollars. From the historic c...
Stephen Schweich Host Michael Connaughton is joined by Stephen Schweich. Stephen is Chairman of the Cherrystone Angel Group and held a 30 year career in Investment Banking. Stephen has been an active investor in venture capit...