Inside the Pissah Studio – with Brad, Kathleen, Michael and Kevin In this special episode, the four Wicked Pissah Podcast cohosts turn the microphones on themselves! Tune in for a behind-the-scenes look at how the show comes ...
In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or lo...
In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. Fr...
The 0.01% Rule and Why Upward Mobility Feels Out of Reach In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio exp...
From Highs to Headwinds: Navigating the Economy’s Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwi...
Finding Financial Clarity Using Monarch Money with Rachel Lawrence, CFP® Kathleen and Brad speak with Monarch Money’s Head of Advice and Planning, Rachel Lawrence, CFP®. With more than 20 years of experience working both dire...