Episodes

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 into various categories...

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 online account with the...

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 cost...

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.  Chris also...

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 and...

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 than is perceived. Chris...

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 retirement. Chris and Jeff...

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 questions Chris about...

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 including family members in...

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-lasting...

“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 organization with the goal...

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 against the San Franciso...

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 cons of whether to...

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 provides data on their...

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 provides data on their...

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 rate decision, rising...

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 below) titled,...

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, Microsoft, Nvidia and Tesla...

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 measure of all the goods and...

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 regarding a recent news...

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 making contributions to...

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 groups are people with...

How to survive the uncertainty and invest with confidence in an Election Year – Presidential elections can be divisive and unsettling for many people. At times, the fate of the world seems to hang in the balance with election results. But when it...

Bitcoin ETFs are now available – The US Securities and Exchange Commission recently approved 11 exchange-traded funds (ETFs) for Bitcoin. These new ETFs will allow investors to buy an asset that tracks the price movement of Bitcoin. Chris Boyd...