Mar 29, 2024

Retirement Planning for Women – With March being Women’s History Month, Chris
Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment
to discuss unique challenges that many women face in financial planning. Jocelyn starts
out by sharing her personal story of meeting her first...

Mar 29, 2024

Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see
related article linked below). At Level 2 you are no longer just surviving, you are
beginning to make your money work for you. Chris and Jeff...

Mar 25, 2024

The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and Jeff introduce the topic
of the different levels of wealth with the first level being stability (see link to related
article below). Jeff starts off by explaining that this level is not solely about income, as
many people with a big paycheck often...

Mar 25, 2024

In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big
news moving the markets this week is the comments of Federal Reserve (Fed) Chairman
Jerome Powell indicating the likelihood that the Fed’s are still expecting interest rates to
decline later in the year. Jeff next mentions the...

Mar 22, 2024

The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment
about the potential risks to financial plans during retirement years. Included in this
discussion is “LONGEVITY RISK” or how long your money needs to last. The next risk
reviewed is “INFLATION RISK” and the need for your income...