Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly Kathleen speaks with Liza Connelly, director of trust and estate services for CIBC Private Wealth. Liza has more than 25 years of trust, estate and fiduc...
5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More ...
Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following Presiden...
From Confused to Confident: Helping Families Navigate Aging with Parker Polidor Kathleen and Kevin speak with Parker Polidor, co-founder of CareAlly. CareAlly is a turnkey software solution that financial advisors can use to ...
Boomers, Benefits & the Budget: What’s Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd an...
Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely topics- from nostalgic movie favorites to serious fin...