Dec 4, 2023
Brian Regan, Chief Investment Officer of Asset Management
Resources joins Chris
Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie
Munger who was an American businessman, investor, and philanthropist. Until his
recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is...
Dec 4, 2023
In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah
Steinberg from the
Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England
Region and discusses the rise of antisemitism since the October 7 th attack on Israel where
the terrorist group Hamas attacked Israel killing over...
Dec 2, 2023
With all the changes in the rules concerning inheriting an
Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of
listener and client questions. Co-host Jeff Perry starts off with a question whether
someone taking a Required Minimum Distribution (RMD) from an IRA can...
Dec 1, 2023
Attorney Andrew Singer joins Chris Boyd and Jeff Perry to
discuss the current
relationship between the United States and China. Attorney Singer who has studied in
China and is the author of “China Sings to Me” discusses the evolution of the bilateral
relationship between the United States and China after four...
Nov 27, 2023
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry
cover the topic of who
needs an estate plan, how often the plan should be reviewed and some of the most
common mistakes people make in estate planning. Jeff starts out with a review of the
common documents used in estate planning. The conversation...