Nicholas A. Papakyrikos, CPA, P.C Host Michael Connaughton is joined by Nick Papakyrikos, CPA, P.C. Nick is the founder of Nicholas Papakyrikos CPA. He began his professional career with the international accounting and cons…
Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about a lot more than counting the dollars! Topics discussed include, w…
RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on t…
Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the sto…
Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into top…
Nicole Wallace and Christopher Jensen – Franklin Templeton Investments Host Michael Connaughton is joined by Nicole Wallace and Christopher Jensen of Franklin Templeton Investments. Nicole is Vice President and Private Wealt…