Episodes

Donor Advised Funds
March 21, 2025

Donor Advised Funds

Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing the largest potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the...
5 signs it is time to retire
March 17, 2025

5 signs it is time to retire

5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear retirement date in mind. For others, it is less etched in stone. But either way, if you are...
It has been 5 years
March 14, 2025

It has been 5 years

With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were five years ago and sharing the related personal and financial lessons. The trio explores the...
Tax Time
March 10, 2025

Tax Time

Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account contribution limits. Jeff and Russ discuss the differences between traditional IRAs and...
Markets and Tariffs
March 7, 2025

Markets and Tariffs

With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff moves by...
Navigating aging care with Back Nine Nurses
March 3, 2025

Navigating aging care with Back Nine Nurses

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized,...
Married Women Need to Pay Attention
Feb. 28, 2025

Married Women Need to Pay Attention

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and...
Is 80% enough?
Feb. 24, 2025

Is 80% enough?

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with the age-old rule that retirees only need 80% of their pre-retirement income in retirement....
Family Planning – not what you are probably thinking?
Feb. 21, 2025

Family Planning – not what you are probably thinking?

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider...
Challenges to an early retirement
Feb. 17, 2025

Challenges to an early retirement

Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequently fail to consider the...
Fires - Are You Properly Covered?
Feb. 14, 2025

Fires - Are You Properly Covered?

Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. Joining them is Jeff...
How much can I take?
Feb. 10, 2025

How much can I take?

How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see link below). The...
Free Yourself
Feb. 7, 2025

Free Yourself

Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and when engaging a financial advisor can have a meaningful impact on free time as well as your financial plan. The trio share commentary how handing over the reins of...
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...