What Warren Buffet says – Chris Boyd and Jeff Perry dig into Warren Buffett’s most recent letter to shareholders where he outlines some of the things that have made Berkshire so successful at picking the best companies to in…
Are Interest Rates high or does it just feel like it? – Over the last few years, the rate on the average 30-year fixed-rate home mortgage jumped from less than 3% to more than 7%. Chris Boyd and Jeff Perry discuss the histor…
Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the 50/15/5 rule (see link below) which suggests separating expenses …
Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the Internal Revenue Service (IRS) now allows taxpayers to establish an o…
Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports. Also discussed are Debt & Deficits. With $34 Trillion in US Debt and perhaps as much as $2 Billion per day c…
With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers. Chr…
Could a Government Shut Down be only days away? Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down. Complicating negotiations are enormous deficits an…
More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many investors are chasing yield, which may actually be adding more risk t…
Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees about mistakes and major life events, and how it impacted their r…
Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also q…
Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where includi…
Valentine’s Day and healthy marital finances – With Valentine’s Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial communication between spouses/partners is essential to a happy long-lasti…
“Live Long, Die Short” – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a twenty-three year career in the Air Force, he became the President and Chief Content Officer of Masterpiece, which is an organi…
In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices. Chris and Jeff next talk about the upcoming Superbowl pitting the Kanas City Chiefs agai…
Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and…
And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details of the State Street Global Advisors survey of more than 1,500 investors to better understand their goals and concerns. The survey also provid…
And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details of the State Street Global Advisors survey of more than 1,500 investors to better understand their goals and concerns. The survey also provid…
What is moving the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry to review what has been moving the stock and bond markets recently. Topics in this episode include the Federal Reserve interest…
While millions of Americans spend their working days dreaming about retirement, many fail to take the crucial financial steps they should before becoming a retiree. Chris Boyd and Jeff Perry discuss a recent article (link …
Brian Regan joins Chris Boyd and Jeff Perry for this segment. The conversations starts with how the stock market has been breaking records under the leadership of the Magnificent 7 stocks of Alphabet, Amazon, Apple, Meta, M…
In the News – Chris Boyd and Jeff Perry dig into some of the top stories in the news this past week. They begin their discussion with the latest report on Gross Domestic Product (GDP), which is the primary financial measur…
12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios. Jeff Perry weighs in with comments r…
Do you know your income tax dates? – With the new year comes tax preparation time. Chris Boyd outlines the key upcoming dates related to income taxes. Jeff Perry joins Chris as the conversation goes into tax planning and mak…
How to pay for long-term care expenses – Chris Boyd and Jeff Perry go into great detail about the challenges of planning for long-term care. Chris starts the segment by grouping people into three distinct categories. These g…
