Mar 18, 2024
More Rules of Thumb – Chris Boyd and Jeff Perry go back to a
recent
conversation of common financial rules of thumb. They start off by
defining the
term “net worth”. Chris reflects on the book “The Millionaire Next
Door” and Jeff
mentions a financial calculation that compares one’s net worth
against...
Mar 18, 2024
What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig
into the
commonly asked question of what to do with Required Minimum
Distributions
(RMDs) when you don’t need the money, and would like to avoid the
resulting
income taxes. Chris and Jeff converse about how frequent it is for
clients to reach
an age...
Mar 15, 2024
In the News – With no shortage of newsworthy topics to discuss,
Chris Boyd and
Jeff Perry review popular news stories of the week. On a lighter
note, Chris and
Jeff start off with expressions of appreciation for moving our
clocks one hour
ahead to Daylight Savings time. The duo shifts to the political
topic of...
Mar 15, 2024
0Picking up the Pieces – Brian Regan joins Chris Boyd and Jeff
Perry for this
episode to discuss Brian’s recently written article titled “Picking
up the Pieces”.
Brian starts off with his straightforward commentary of what he
calls the “Cult of
Private Investments”. The dialogue shifts to the debate of...
Mar 11, 2024
In the News – Chris Boyd
and Jeff Perry start of this segment with commentary
about the current state of the news in America and the lack of
unbiased sources of
current events. The conversation shifts to the topic of the growing
national debt. Jeff
highlights a variety of data points from the US Debt Clock (see
link...