Feb 28, 2025

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 contribute to meaningful change in the world. The trio digs into why many...

Feb 24, 2025

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. Chris and
Jeff explore the “retirement smile” and how it can be a...

Feb 21, 2025

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 talking about money
as off-limits. If your family isn’t having open and...

Feb 17, 2025

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 various details.
Chris outlines why savings must be abundant as an...

Feb 14, 2025

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
Perry. The conversation begins with an outline of what...