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 q…
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 includi…
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-lasti…
“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 organi…
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 agai…
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…
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 provid…
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 provid…
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…
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 …
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, M…
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 measur…
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 r…
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 mak…
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 g…
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 electio…
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 …
Chris Boyd and Brian Regan discuss standard portfolio concerns, addressing issues like over- concentration in investments, the risk of over-diversification, and the necessity of aligning portfolios with personal comfort leve…
7 Brian Regan, Senior Portfolio Manager, shares valuable insights on Smart Money Moves, focusing on 7 Practical Ways to Save Big and Live Well. He emphasizes the importance of saving and investing for wealth building, drawin…
Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firm's approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Subject…
Chris Boyd starts the year with a focus on Personal Finance New Year's Resolutions, emphasizing the importance of reviewing and planning finances at the start of the year. He offers listeners a Complementary Portfolio Review…
Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, …
2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides a detailed review of current stock market valuations and offers a…
$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews the states where $1M in retirement savings will last the longest…
