Apr 15, 2024
Market Observations/First Quarter review – Brian Regan joins the
show to share his
generally positive commentary on the first quarter results in the
financial markets. Brian
highlights that recent market performance emphasizes why
diversification is key to a
financial plan. Chris Boyd and Jeff Perry add in their...
Apr 12, 2024
Level 4 - Freedom – Chris Boyd and Jeff Perry continue their
series about the 5 Levels
of Wealth (see related article linked below). For this segment,
they move onto level 4 –
Freedom. Chris and Jeff discuss how Freedom means having the
ability to cover
your current and future financial needs, and when working is...
Apr 12, 2024
In the News – There is never a shortage of financially related
news items to discuss. In
this episode, Chris Boyd and Jeff Perry begin the conversation with
the recent Solar
Eclipse and the economic impact of such an event. Chris and Jeff
next review economic
data reports from the week, including the Consumer Price...
Apr 8, 2024
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a
question from a listener
on the subject of what is the correct type of life insurance? Chris
summarizes the
scenario where a woman from Wisconsin asks about whether a whole
life insurance
policy is an effective use for life insurance and for saving...
Changing Advisors
Apr 8, 2024
Changing Advisors – Chris Boyd and Jeff Perry dig into a recent
survey which indicates
that approximately 75% of financial planning clients considered
changing their financial
advisor last year (see link below). Chris and Jeff provide
responses to the various parts
of the survey, including that 61% of clients said...