Podcasts
Lemonadio Live
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The First Shot Morning Show
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Something More with Chris Boyd
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Wicked Pissah Podcast
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Coffee with T's
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Cape Cod Chamber of Commerce Policy Podcast
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One Drop Leads to Another
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JT The Chronicles Podcast
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Women Travel Better in Pairs
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13 Folds Radio
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Fit Phat Chat
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My Wine Fit
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Brilliantly Balanced
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Nov. 19, 2024
#226 - Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation
Jenn Mayo: Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo of the Essex County Community Foundation Essex County Community Fo…
Nov. 18, 2024
Lessons from Clients
Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves …
Nov. 15, 2024
Year-end tax planning
Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, I…
Nov. 12, 2024
#225 - Financial and Caregiving Challenges: Couples with and without Children-Bill & Paula Harris
Families with children may have more financial challenges in the accummulation phase, but couples without kids have different challenges more often later in life. After each other, who is to become a healthcare proxy, or...
Nov. 11, 2024
Where are Mortgage Rates headed?
Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage discusses the current state of the home mortgage market with Chris Boyd and Jeff Perry. The conversation starts off with the likely impacts for mo…
Nov. 8, 2024
The Case for International Investing with Nick Paul, MFS
The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for inte…