Just like our homes accumulate clutter over time, our financial lives often do too. Old retirement accounts, forgotten investment holdings, multiple banking relationships, outdated beneficiary designations, and disconnected financial strategies can quietly create unnecessary complexity and stress. In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Luke Bagley to discuss five practical ways to simplify your financial life and improve financial organization. The c

What does it really take to leave an established firm and build a financial planning practice on your own terms? In this episode of the Wicked Pissah Podcast, Jackie Walsh, CFP®, founder of 30 Point Financial and Treasurer of FPA New England, sits down with Bridget Grimes, CFP®, President of WealthChoice and co-founder of Equita Financial Network. Bridget shares her journey from working as an employee at a fee-only RIA to launching WealthChoice nearly a decade ago. She explains why she wanted

For local health care providers, Cape Cod can be a challenging environment to meet the needs of residents, particularly given the region’s heavy reliance on the Cape Cod Bridges for general transportation, workforce, and public safety. These challenges are exacerbated by the demographics of Cape Cod as a region. While Massachusetts has a median resident age of about 40 years old, Cape Cod’s Barnstable County is home to a population where more than 40% of year-round residents are over the age of

Stephanie is back after a week off, and Lauren DeGregorio of O'playsis in Buzzards Bay pulls up a chair for grant season, chaos gardening, and the question nobody has a good answer to: where do you actually meet people in your 40s? IN THIS EPISODE Coming back from a week away and the guilt of feeling like you missed everything O'playsis explained: a collaborative art studio and music lounge on Main Street in Buzzards Bay, where play has no age limit, plus Reddington the resident snake Should

What should you do when life delivers difficult news and everything in you wants to act immediately? Whether it's a serious medical diagnosis, the loss of a loved one, or another major life event, many people feel an urgent need to "get things in order" as quickly as possible. But in this episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, and Russ Ball discuss why taking immediate action isn't always the best course, especially when important financial, tax, and estate planning

What does it take to enjoy not just a longer life, but a better one? In this episode of Something More with Chris Boyd, Chris welcomes Joan Harris and Kristine Callahan of Symphony Care Management for an insightful conversation about aging well, preparing for life's inevitable transitions, and building a plan that supports both independence and quality of life. While financial planning is an important part of retirement, it is only one piece of the puzzle. Joan and Kristine discuss the critica