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...
Apr 5, 2024
Tax Day is upon us – With April 15 th quickly approaching, Chris
Boyd reminds listeners
of important income tax filing dates for individuals and
businesses. Chris Boyd and Jeff
Perry discuss the proper income tax withholding strategies and why
receiving a big tax
refund is not a good thing. Jeff shares his comments on...
Apr 5, 2024
Level 3 - Security – Chris Boyd and Jeff Perry continue their
previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to level 3
of Security (see
related article linked below). At Level 3, Security is about seeing
the fruits of your
disciplined financial strategy and how financial decisions...