Feb 10, 2025
How much can I take? – How retirees determine a safe withdrawal
rate is one of the
most frequent questions clients ask their financial advisors. Chris
Boyd, Jeff Perry, and
Russ Ball review a recent Morningstar article (see link below). The
conversation
includes the pros and cons of relying on the standard rate of
4%...
Feb 7, 2025
Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into
the value of time and
when engaging a financial advisor can have a meaningful impact on
free time as well as
your financial plan. The trio share commentary how handing over the
reins of your
portfolio can reclaim precious hours, rediscover your
passions,...
Feb 3, 2025
What’s new for Social Security in 2025? – With some 73 million
Americans relying on Social
Security for monthly income, there is a lot of interest in the
recent changes to Social Security
benefits. Jeff Perry and Russ Ball discuss the recent updates,
including the repeal of the Windfall
Elimination Provision (WEP),...
Jan 31, 2025
To convert or not…that is the question – If the title of this
podcast captured your attention, let
us be clear from the outset that there will not be any religious
recruitment efforts forthcoming.
What we will be digging into is the question of whether you should
convert some or all of your
assets from a traditional...
Jan 27, 2025
Will your wishes be followed – Inspired by the HBO/MAX series
The PITT, Chris Boyd, Jeff
Perry, and Russ Ball discuss the need for a comprehensive estate
plan and how families can sadly
be torn apart without appropriate planning. Jeff reviews the
foundational documents of an estate
plan. Chris and Russ outline the...