Jul 29, 2024

ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris
Boyd and Jeff Perry. The segment starts off with the recognition that the Employee
Retirement Income Security Act of 1974 (ERISA) is about to turn 50 years old! Marcia
outlines the history and goals of ERISA. The conversation turns...

Jul 26, 2024

Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article
(see link below) about investment fallacies. The pair have an in-depth conversation about
a variety of financial planning beliefs (which may or may not be true), including the
pending demise of Social Security, lower expected...

Jul 22, 2024

How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the
data on the average incidence and duration of long-term care needs and who is most
likely to have a severe, sustained, long-term care incident. During this episode, Chris and
Jeff review a recent article from Morningstar (see link...

Jul 19, 2024

Which of these things doesn't belong? – Do you know what types of investments are
legally prohibited from being in an individual retirement account (IRA)? Chris Boyd
and Jeff Perry outline in detail the various categories of investments that are not allowed
to be inside an IRA. The conversation turns to a detailed...

Jul 15, 2024

Including family in your financial planning – While many people wish to keep their
financial planning completely private, as one ages, it can be prudent to inform family
members of your financial planning, estate planning, and help that may be needed from
the family. Chris Boyd and Jeff Perry dig into this subject...