Episodes

What’s new for Social Security in 2025?
Feb. 3, 2025

What’s new for Social Security in 2025?

What’s new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the recent changes to Social Security benefits. Jeff Perry and Russ Ball discuss the recent...
To convert or not…that is the question
Jan. 31, 2025

To convert or not…that is the question

To convert or not…that is the question – If the title of this podcast captured your attention, let us be clear from the outset that there will not be any religious recruitment efforts forthcoming. What we will be digging into is the question of...
Will your wishes be followed
Jan. 27, 2025

Will your wishes be followed

Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly be torn apart without appropriate planning. Jeff reviews the...
Navigating life’s milestones
Jan. 24, 2025

Navigating life’s milestones

Navigating life’s milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning client. Chris, Jeff Perry, and Russ Ball discuss how working with a financial planner in the...
Trump’s Taxes, Tariffs, Immigration & the Market
Jan. 20, 2025

Trump’s Taxes, Tariffs, Immigration & the Market

Trump’s Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing. Chris Boyd, Jeff Perry, and Russ Ball dig into the likely economic policies of...
Dogs of the Dow
Jan. 17, 2025

Dogs of the Dow

Dogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the highest dividend yield listed on the Dow Jones Average. Senior Portfolio Manager Brian...
Want to Buy or Sell a Business?
Jan. 13, 2025

Want to Buy or Sell a Business?

Want to Buy or Sell a Business? – Owner of Compass Business, LLC Doug Cabral joins this episode for an in-depth conversation on the process and challenges of buying and selling a small business. Doug, Chris Boyd, Jeff Perry, and Russ Ball dig into a...
Social Security Fairness
Jan. 7, 2025

Social Security Fairness

Social Security Fairness – With the repeal of Social Security’s Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), Chris Boyd, Jeff Perry, and Russ Ball share this breaking news and what it means to over three million...
The rise of the ETF
Jan. 6, 2025

The rise of the ETF

The rise of the ETF – Chris Boyd shares his commentary about the increasing use of Electronically Traded Funds (ETFs). Chris references a recent paper by JP Morgan which shows that ETFs are not just being used for a passive style of investing. Chris...
A New Year
Jan. 3, 2025

A New Year

A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024, including stocks, bonds, real estate, and cryptocurrency. The trio offers their forecasts for 2025 and provide some perspective on how market trends and economic cycles do not last...
Do you have a Goal?
Dec. 30, 2024

Do you have a Goal?

Do you have a Goal? – It is time to think about 2025 New Year’s resolutions and goals. Chris Boyd and Jeff Perry share their personal perspectives on setting goals in all areas of one’s life. The duo shares why using the SMART goal planning...
Annual Reviews/Know Your Numbers
Dec. 27, 2024

Annual Reviews/Know Your Numbers

Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins by outlining having your personal Net Worth...
Don’t go broke in retirement
Dec. 23, 2024

Don’t go broke in retirement

Don’t go broke in retirement – Chris Boyd and Jeff Perry dig into several factors that can lead to someone in retirement not having sufficient assets and income to live their desired lifestyle. Chris and Jeff discuss the below linked article as...
Not never, but be cautious
Dec. 20, 2024

Not never, but be cautious

Not never, but be cautious – Should you buy an annuity as a part of your retirement planning? Based on an email from a listener, Chris Boyd and Jeff Perry provide their commentary on the proper use of annuities. Chris outlines the various types of...
Retirement Income Strategies for the Long Haul
Dec. 16, 2024

Retirement Income Strategies for the Long Haul

Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation turns to a discussion of a Kiplinger’s article (see link below) about...
Elevate & Empower
Dec. 13, 2024

Elevate & Empower

Elevate & Empower – Author and radio personality Jeff Katz joins the podcast to discuss his new book, Elevate & Empower. The show starts out with a lively discussion of Jeff’s unique background of being a police officer, wrestling...
Unpacking Social Security & Government Pensions
Dec. 9, 2024

Unpacking Social Security & Government Pensions

Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and Russ Ball explore the often-incorrect assumptions people have related to social security and government pensions. Russ opens the segment with one of those common...
Bulls, Bears, and Pigs
Dec. 6, 2024

Bulls, Bears, and Pigs

Bulls, Bears, and Pigs – After two years of strong market gains, many investors are wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff Perry and Russ Ball discuss market history and what constitutes normal market behavior....
Beware of Frauds and Scams
Dec. 2, 2024

Beware of Frauds and Scams

Beware of Frauds and Scams – Chris Boyd and Jeff Perry focus this episode with an update on recent methods that criminals are using to steal your funds and your identity.  Chris and Jeff begin by discussing the growing use of Artificial...
Small Business Saturday and Giving Tuesday
Nov. 29, 2024

Small Business Saturday and Giving Tuesday

Small Business Saturday and Giving Tuesday – With the holiday season being in full swing, Chris Boyd, Jeff Perry, and Russ Ball start of with a discussion on how to manage the financial pressures that many people face during the holiday...
Mail Bag with Brian Regan; pros and cons of concentration
Nov. 25, 2024

Mail Bag with Brian Regan; pros and cons of concentration

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry and Russ Ball to answer client questions. The episode begins with Brian responding to a 70-year-old client who has approximately $100K in Verizon stock and very much...
The Future of You
Nov. 22, 2024

The Future of You

The Future of You – Co-founders of “The Future of You” Nan Ives and Lisa Stornaielo join Jeff Perry and Russ Ball for a non-financial planning discussion focusing on how someone in retirement should Rebalance Your Life, Connect to Your Purpose,...
Lessons from Clients
Nov. 18, 2024

Lessons from Clients

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of...
Year-end tax planning
Nov. 15, 2024

Year-end tax planning

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax...