Apr 29, 2024

In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories
of the week. The segment starts off with a review of the recent stock market volatility.
Chris reminds listeners of the first quarter results and that corrections in the stock market
are common. The conversation shifts to several...

Apr 29, 2024

Wrap up - Stop Sabotaging Your Retirement Plans – Chris Boyd and Jeff Perry
continue a previous conversation about how to avoid some of the more common mistakes
people make that can be harmful to their retirement planning. The dialogue starts out
with the mistake of investing too conservatively and how inflation will...

Apr 26, 2024

Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry
share their thoughts on what financial and consumer topics should be included in
everyone’s knowledge. The pair reviews the growing trend of states requiring a financial
literacy class for high school students. Chris and Jeff...

Apr 26, 2024

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an
engaging discussion concerning the various financial planning issues for parents of
special needs children. Charlie shares his personal story of having two sons with autism
and the many financial and personal challenges. Topic...

Apr 22, 2024

Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy.  Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long...