Jun 28, 2024

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still
working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and
emotional reasons that retirees continue to work beyond the typical retirement age. The
conversation continues with a detailed dialogue about how...

Jun 24, 2024

Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary
Quinzel who is the Vice President of Portfolio Consulting with Wealth
Enhancement Group. Gary offers his commentary on the recent strength of the
stock market and economy, including digging into recent inflation data and the
direction of...

Jun 21, 2024

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen
Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how
financial planners can best serve their clients. Cohen and Wendell explain how the
qualitative aspects of wealth management in a framework...

Jun 17, 2024

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension
decision options. The in-depth dialogue starts off with a discussion a recent client was
facing and how a range of factors influence what is best for each individual. At the 25-
minute mark the conversation moves to how the...

Jun 14, 2024

Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to
review the inflation data from the past week, including the Consumer Price Index and the
Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian
offers detailed commentary of the specifics beyond...