Jun 30, 2025

The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in...

Jun 27, 2025

Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market...

Jun 23, 2025

Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener
and client questions. The episode opens with a listener question asking, I have multiple IRAs,
how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of
25? The next topic is one based on...

Jun 20, 2025

IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of
the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological
timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively
unknown opportunities related to your IRA that...

Jun 16, 2025

Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with “try before you buy”...