Sep 13, 2024
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and
Jeff Perry dig into the
Team AMR Mail Bag and discuss questions and issues from clients and
listeners. In a
fast-paced and sometimes humorous conversation, Chris and Jeff
handle questions related
to SIPC coverage, Social Security Survivor benefits, how...
Sep 9, 2024
Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry
welcome Annalee Kruger of Care Right, Inc., and co-owner of
Plan4LifeNow to this
episode for an important discussion of when and how a comprehensive
Aging Plan
should be developed. Topics covered include “Red Flags” that
family members should
look for...
Sep 5, 2024
International Day of Charity (release on 9/05/24) – In
recognition of the International
Day of Charity, Chris Boyd and Jeff Perry discuss different ways
individuals with a
chartable intent and who are concerned about income taxes may wish
to make charitable
donations. The duo has an active dialogue about the pros and...
Sep 2, 2024
Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff
Perry for a wide-ranging conversation about the impacts of recent
items in the legal and
political news, including the Corporate Transparency Act,
Non-Compete Agreements, the
Moore vs United States decision on unrealized gains being taxable,
and the new rules...
Aug 30, 2024
Take a moment, step back, and ask how do I want to be remembered?
While most of us don’t wish to contemplate our own death, doing
the
necessary estate and financial planning and having the appropriate
family conversations
can mean a lot more than simply leaving a financial legacy for your
family. Chris Boyd
and Jeff...