Nov 29, 2024

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 season.  Jeff shares his thoughts on budgeting and low-cost gift giving.   Chris...

Nov 25, 2024

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 enjoys
the dividend of 6.5%. Brian provides the pros and cons of...

Nov 22, 2024

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, Activate
“ReTRYmen” and Launch Your Life Plan. Nan and Lisa share...

Nov 18, 2024

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 their
investment portfolio concentrated in a single holding. Chris...

Nov 15, 2024

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 deductions, and
long-term tax planning. For listeners who would like...