Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff’s recent article linked below. While there is not a single solution that is likely to address Social Security’s funding challenges on its own...
Passwords, Privacy and Peace of Mind: Wrangling Your Digitals Assets with Kate Hufnagel Kathleen and Michael speak with Kate Hufnagle, The Digital Wrangler, to explore the often-overlooked world of digital estate planning. Ka...
Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd , Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Require...
Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd , Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep d...
First Things First: Becoming Fearless and Financially Savvy with Valerie Rivera Kathleen and Kevin speak with the founder of FirstGen Wealth, Valerie Rivera, CFP®. Valerie is a First in her family – the first to go to college...
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Ke...