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...
Mar 29, 2024
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their
previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to the level
of strategy (see
related article linked below). At Level 2 you are no longer just
surviving, you are
beginning to make your money work for you. Chris and Jeff...
The 5 Levels of Wealth
Mar 25, 2024
The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and
Jeff introduce the topic
of the different levels of wealth with the first level being
stability (see link to related
article below). Jeff starts off by explaining that this level is
not solely about income, as
many people with a big paycheck often...
Mar 25, 2024
In the News – Chris Boyd and Jeff Perry dig into the financial
news of the week. The big
news moving the markets this week is the comments of Federal
Reserve (Fed) Chairman
Jerome Powell indicating the likelihood that the Fed’s are still
expecting interest rates to
decline later in the year. Jeff next mentions the...
Mar 22, 2024
The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry
review and comment
about the potential risks to financial plans during retirement
years. Included in this
discussion is “LONGEVITY RISK” or how long your money needs to
last. The next risk
reviewed is “INFLATION RISK” and the need for your income...