Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry share their thoughts on what financial and consumer topics should be included in everyone’s knowledge. The pair reviews the growing trend o…
Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for parents of special needs children. Charlie shares his personal story of…
"Clutter is nothing more than unmade decisions." - Patty Kreamer. Organization and efficiency expert Patty Kreamer of Productivity Uncorked joins us to share how to see between the steps and pull out the things that really d…
Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy. Chris and Jeff s…
What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?” While this “number” is different for each indi…
Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”. The pair offer their thoughts on how living in abundance occurs…