Sep 9, 2024

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry
welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this
episode for an important discussion of when and how a comprehensive Aging Plan
should be developed.  Topics covered include “Red Flags” that family members should
look for...

Sep 5, 2024

International Day of Charity (release on 9/05/24) – In recognition of the International
Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a
chartable intent and who are concerned about income taxes may wish to make charitable
donations. The duo has an active dialogue about the pros and...

Sep 2, 2024

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff
Perry for a wide-ranging conversation about the impacts of recent items in the legal and
political news, including the Corporate Transparency Act, Non-Compete Agreements, the
Moore vs United States decision on unrealized gains being taxable, and the new rules...

Aug 30, 2024

Take a moment, step back, and ask how do I want to be remembered?  

While most of us don’t wish to contemplate our own death, doing the
necessary estate and financial planning and having the appropriate family conversations
can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd
and Jeff...

Aug 26, 2024

Why we ask the questions we ask  – Chris Boyd and Jeff Perry
explain why financial advisors ask so many questions. Many of the questions may not
seem relevant to the creation of a financial plan. The conversation starts with the first
meeting which Chris calls the “getting to know you meeting” and follow up...