Nov 27, 2023
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry
cover the topic of who
needs an estate plan, how often the plan should be reviewed and
some of the most
common mistakes people make in estate planning. Jeff starts out
with a review of the
common documents used in estate planning. The conversation...
Nov 27, 2023
Brian Regan, the Chief Investment Officer of Asset Management
Resources joins
Chris Boyd and Jeff Perry for this episode on the topic of
investment portfolio
construction. Chris starts out by asking Brian for his comments on
how an individual’s
risk tolerance impacts investment portfolio decisions. The
conversation...
Nov 24, 2023
CEO of Asset Management Resources Chris Boyd interviews Ed
Slott, a CPA and the
president of Ed Slott and Company, LLC, a financial consulting firm
specializing in IRAs
and retirement planning. The conversation begins with a review of
the changes to
inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss
the...
Nov 24, 2023
With the holiday season upon us and following the Black Friday
shopping tradition,
Chris Boyd and Jeff Perry encourage listeners to participate in
Small Business Saturday
where shoppers focus their spending at local and small businesses.
Naturally this subject
continues to Cyber Monday where consumers are attracted by...
Nov 20, 2023
In this episode, Chris Boyd and Jeff Perry discuss the financial
news of the week,
including declines in both the Consumer Price and Producer Price
Indexes. In addition,
Chris and Jeff review recent employment data, housing prices and a
sentiment indicator
for the manufacturing sector. The pair goes into detail...