Is there anything you should truly never sell in retirement? Or is that kind of thinking too rigid for real life? In this episode, Chris Boyd is joined by Brian Regan, Luke Bagley, and Vincent Sansone to challenge a popular article claiming retirees should avoid selling certain assets—like appreciated stocks, life insurance, or even their home. The team breaks down why blanket advice like “never sell” can be misleading, and why thoughtful, individualized planning matters far more than following

How will financial advisors grow their businesses in a digital-first world? In this episode of the Wicked Pissah Podcast, Chris Boyd is joined by Ian Karnell, co-founder of Vast Advisor, to break down how AI is transforming advisor marketing and client acquisition. This conversation goes beyond productivity tools and dives into how advisors can build scalable growth systems that align with how today’s clients actually search for advice. If you’ve ever wondered whether referrals alone are enoug

AI is driving markets—but is it also creating the next bubble? In this episode of Something More with Chris Boyd, the team tackles one of the biggest questions facing investors today: are we in the middle of an AI-driven market boom that could turn into a bubble—or is this a long-term transformation worth staying invested in? With massive capital pouring into infrastructure, data centers, and semiconductor technology, the opportunities are undeniable—but so are the risks. Chris Boyd and Brian

Stocks are up, headlines are loud, and optimism is back—but what’s really driving markets as we head into the second half of the year? In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan and Russ Ball to unpack the powerful forces shaping today’s investment landscape. From geopolitical tensions in the Middle East to the ripple effects of oil prices, inflation expectations, and interest rate shifts, the conversation explores how global events are influencing both sh

The Islands of Nantucket and Martha’s Vineyard have a combined year-round population of around 35,000 people, with numbers growing seasonally each summer to an estimated 200,000. A transportation network of ferries and roadways move people, goods, and services to the islands, with a heavy reliance on the Cape Cod Bridges for everything from daily workforce needs to restaurant supplies to flowers for destination weddings. On this episode of Bridge the Gap, we welcome Peter Burke (Nantucket Island

What happens when you finally reach your retirement “number”… and then have to start spending it? In this thoughtful and highly relatable conversation, Russ Ball sits down with Jeff Perry—recently retired financial advisor—to explore one of the most overlooked challenges in retirement: shifting from saving to spending. After decades of focusing on accumulation, the transition to drawing down assets brings both financial and emotional complexities that aren’t always easy to prepare for. Jeff sh