Dec 30, 2024

Do you have a Goal? – It is time to think about 2025 New Year’s resolutions and goals. Chris
Boyd and Jeff Perry share their personal perspectives on setting goals in all areas of one’s life.
The duo shares why using the SMART goal planning system can be the most effective method.
Jeff uses the example of having...

Dec 27, 2024

Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a
great time to meet with your financial advisor and conduct a holistic review of your financial
plan. Jeff begins by outlining having your personal Net Worth Statement and Cash-
Flow/Budget. Chris explains in detail the elements of...

Dec 23, 2024

Don’t go broke in retirement – Chris Boyd and Jeff Perry dig into several factors that can lead
to someone in retirement not having sufficient assets and income to live their desired lifestyle.
Chris and Jeff discuss the below linked article as they review the following risk factors: You Still
Have Unsecured Debts,...

Dec 20, 2024

Not never, but be cautious – Should you buy an annuity as a part of your retirement planning?
Based on an email from a listener, Chris Boyd and Jeff Perry provide their commentary on the
proper use of annuities. Chris outlines the various types of annuities commonly sold by life
insurance companies. Chris and Jeff...

Dec 16, 2024

Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with
an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation
turns to a discussion of a Kiplinger’s article (see link below) about retirement income
strategies that Chris was quoted in. Chris and co-host...