Feb 19, 2024
Survey of the five worst things that harm your retirement plan –
Chris Boyd and
Jeff Perry discuss a recent nationwide survey which asked workers
and retirees about
mistakes and major life events, and how it impacted their
retirement. Chris and Jeff
review the top five results and offer specific commentary on
how...
Feb 16, 2024
Chris Boyd and Jeff Perry dig into questions from
podcast and radio listeners. In this episode Jeff asks Chris about
the merits of
UITs/Defined Portfolios, Closed-End Funds, & other illiquid types
of investments. Jeff
also questions Chris about investment portfolios with an overly
simplistic design, broad
balanced...
Feb 16, 2024
Family Meetings – Chris Boyd and Jeff Perry welcome Robert
Mauterstock of
Plan4Life to discuss when and why family members should be included
financial
planning meetings. The trio discusses real-life situations where
including family
members in meetings with financial advisors makes the most sense.
Bob offers advice...
Understanding Bonds 101
Feb 12, 2024
Understanding Bonds 101 – Chris Boyd goes back to the basics of investing in Bonds. Chris starts out by explaining how stocks and bonds are different and why each has their proper place in one’s investment portfolio. Chris discusses the different types of bonds, bond investment vehicles, and their...
Feb 12, 2024
Valentine’s Day and healthy marital finances – With Valentine’s Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial communication between spouses/partners is essential to a happy long-lasting relationship. Jeff shares how he and his wife Lisa have a monthly financial...