Oct 28, 2024
Election and Investing – Senior Portfolio Manager Brian Regan
joins Jeff Perry for a
lively discussion about how the upcoming election may impact the
markets and investors.
The podcast starts out with a review of how the stock market has
performed under prior
Presidents. Brian shares detailed commentary of the likely...
Oct 25, 2024
Retirement Confidence – In this episode, Chris Boyd and Jeff
Perry discuss the 34th
Annual Retirement Confidence Survey conducted by the Employee
Benefit Research
Institute and Greenwald Research. Chris and Jeff dig into topics
surveyed which include
responses about Social Security, pensions, IRAs/401Ks,...
Oct 21, 2024
End of Year Planning – Chris Boyd and Jeff Perry review
financial planning and tax
strategies investors may wish to consider prior to the end of the
year. Topics discussed
are RMD’s, estate planning, life insurance, charitable giving,
deferring income,
accelerating expenses, capital gains/loss harvesting and...
Oct 18, 2024
College Planning – Part 2 – Chris Boyd and Jeff Perry introduce
part two from their
recent College Planning webinar. In this segment, Chris and Jeff
introduce Cozy
Wittman of College Inside Track. Cozy offers her thoughts on how to
find the best “fit”
for your student in the college selection. In addition,...
Oct 14, 2024
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce
the first of two
episodes from their recent College Planning webinar. In this
segment, Chris and Jeff
discuss the current and future cost of college and whether college
is still worth the cost.
Chris and Jeff then turn to the different ways to save and...