Sep 29, 2021

Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan. 

Jeff Tomaneng and Scott Birmingham join to answer listener questions from the Mailbag.

Sep 27, 2021

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. 

Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth conversions.

Sep 22, 2021

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin” products.

Communication and goal setting is critical for couples when...

Sep 20, 2021

Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains, estates and gifts, cryptocurrency, and electric vehicle purchases.

They also discuss Social Security. The good news is that the cost-of-living increase (COLA)...

Sep 15, 2021

Chris and Scott think back to their own experiences witnessing the 911 attacks. Scott fills us in on some recent developments in the Nashville market.