Episodes

Jan. 7, 2025

Social Security Fairness

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 to over three million...

Jan. 6, 2025

The rise of the ETF

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 style of investing. Chris...

Jan. 3, 2025

A New Year

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 economic cycles do not last...

Dec. 30, 2024

Do you have a Goal?

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 SMART goal planning...

Dec. 27, 2024

Annual Reviews/Know Your Numbers

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 personal Net Worth...

Dec. 23, 2024

Don’t go broke in retirement

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 below linked article as...

Dec. 20, 2024

Not never, but be cautious

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 outlines the various types of...

Dec. 16, 2024

Retirement Income Strategies for the Long Haul

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 link below) about...

Dec. 13, 2024

Elevate & Empower

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, wrestling...

Dec. 9, 2024

Unpacking Social Security & Government Pensions

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 of those common...

Dec. 6, 2024

Bulls, Bears, and Pigs

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 normal market behavior....

Dec. 2, 2024

Beware of Frauds and Scams

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 of Artificial...

Nov. 29, 2024

Small Business Saturday and Giving Tuesday

Small Business Saturday and Giving Tuesday – With the holiday season being in full swing, Chris Boyd, Jeff Perry, and Russ Ball start of with a discussion on how to manage the financial pressures that many people face during the holiday...

Nov. 25, 2024

Mail Bag with Brian Regan; pros and cons of concentration

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry and Russ Ball to answer client questions. The episode begins with Brian responding to a 70-year-old client who has approximately $100K in Verizon stock and very much...

Nov. 22, 2024

The Future of You

The Future of You – Co-founders of “The Future of You” Nan Ives and Lisa Stornaielo join Jeff Perry and Russ Ball for a non-financial planning discussion focusing on how someone in retirement should Rebalance Your Life, Connect to Your Purpose,...

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 with a sizable portion of...

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, IRA contributions, tax...

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 mortgage rates due to the...

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 international investing....

Nov. 4, 2024

Meaning of Money

Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about a lot more than counting the dollars! Topics discussed include, why we give money meaning,...

Nov. 1, 2024