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...
Mar 11, 2024
Rules of Thumb – Chris Boyd and Jeff Perry dig into a variety of
financial generalized
rules of thumb when it comes to personal finance ratios. Chris
starts off by questioning
Jeff on his views about how much is too much regarding common
family purchases such
as home costs and automobile buying. Chris and Jeff debate...