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...
Apr 1, 2024
The Survey Says – Chris Boyd and Jeff Perry dig into the
recently published CNBC All-
America Economic Survey, which is a bi-partisan poll across the
United States covering
key measures of economic confidence and other business/economic
issues. In this latest
poll are issues of President Biden’s proposal for a...
Apr 1, 2024
Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author
of the new book
“Paper Soldiers”. Saleha, a reporter from Bloomberg offers her
thoughts on “the untold
story of how one of America’s most invincible institutions (the
Treasury) has used the
U.S. dollar to define America’s role in the world, and...
Mar 29, 2024
Retirement Planning for Women – With March being Women’s History
Month, Chris
Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group
to the segment
to discuss unique challenges that many women face in financial
planning. Jocelyn starts
out by sharing her personal story of meeting her first...