Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; othe…
Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequentl…
Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. J…
How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see …
Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and when engaging a financial advisor can have a meaningful impact on free time as well as your financial plan. The trio share commentary how h…
What’s new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the recent changes to Social Security benefits. Jeff Perry and Russ Ball d…
To convert or not…that is the question – If the title of this podcast captured your attention, let us be clear from the outset that there will not be any religious recruitment efforts forthcoming. What we will be digging int…
Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly be torn apart without appropriate plan…
Navigating life’s milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning client. Chris, Jeff Perry, and Russ Ball discuss how working with a fin…
Trump’s Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing. Chris Boyd, Jeff Perry, and Russ Ball dig into the likely econom…
Dogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the highest dividend yield listed on the Dow Jones Average. Senior P…
Want to Buy or Sell a Business? – Owner of Compass Business, LLC Doug Cabral joins this episode for an in-depth conversation on the process and challenges of buying and selling a small business. Doug, Chris Boyd, Jeff Perry,…
Social Security Fairness – With the repeal of Social Security’s Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), Chris Boyd, Jeff Perry, and Russ Ball share this breaking news and what it means t…
The rise of the ETF – Chris Boyd shares his commentary about the increasing use of Electronically Traded Funds (ETFs). Chris references a recent paper by JP Morgan which shows that ETFs are not just being used for a passive …
A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024, including stocks, bonds, real estate, and cryptocurrency. The trio offers their forecasts for 2025 and provide some perspective on how market trends and economi…
Do you have a Goal? – It is time to think about 2025 New Year’s resolutions and goals. Chris Boyd and Jeff Perry share their personal perspectives on setting goals in all areas of one’s life. The duo shares why using the SMA…
Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins by outlining having your …
Don’t go broke in retirement – Chris Boyd and Jeff Perry dig into several factors that can lead to someone in retirement not having sufficient assets and income to live their desired lifestyle. Chris and Jeff discuss the bel…
Not never, but be cautious – Should you buy an annuity as a part of your retirement planning? Based on an email from a listener, Chris Boyd and Jeff Perry provide their commentary on the proper use of annuities. Chris outlin…
Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation turns to a discussion of a Kiplinger’s article (see …
Elevate & Empower – Author and radio personality Jeff Katz joins the podcast to discuss his new book, Elevate & Empower. The show starts out with a lively discussion of Jeff’s unique background of being a police officer,…
Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and Russ Ball explore the often-incorrect assumptions people have related to social security and government pensions. Russ opens the segment with one o…
Bulls, Bears, and Pigs – After two years of strong market gains, many investors are wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff Perry and Russ Ball discuss market history and what constitutes n…
Beware of Frauds and Scams – Chris Boyd and Jeff Perry focus this episode with an update on recent methods that criminals are using to steal your funds and your identity. Chris and Jeff begin by discussing the growing use o…
