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...

Aug 26, 2024

Why we ask the questions we ask  – Chris Boyd and Jeff Perry
explain why financial advisors ask so many questions. Many of the questions may not
seem relevant to the creation of a financial plan. The conversation starts with the first
meeting which Chris calls the “getting to know you meeting” and follow up...

Aug 23, 2024

Estate Planning  – With all the changes to the laws regarding estate
planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to
the program. The conversation starts out with some basic estate planning techniques. The
topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts &...

Aug 19, 2024

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this
episode with a review and commentary on the economic news of the week, including PPI,
CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial
aspects of retirement planning, including deciding how you...

Aug 16, 2024

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff
Perry to discuss the many challenges of planning for college. The conversation starts out
with an announcement that the Free Application for Federal Student Aid (FAFSA) will
not be available on the scheduled date of October 1 st ....