Preview Mode Links will not work in preview mode

Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Dec 30, 2023

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott
Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below)
which highlights five steps that all investors should consider taking to help boost their
financial fitness in the new year. Chris, Scott, and Jeff offer their commentary and
suggestions on the five following financial resolutions:
1. Resolution 1: Creating a budget.
2. Resolution 2: Managing your debt.
3. Resolution 3: Optimizing your portfolio.
4. Resolution 4: Preparing for the unexpected.
5. Resolution 5: Protecting your estate.


Chris Boyd New Year Resolutions

Financial planning 2023

Budgeting and debt management tips

Portfolio optimization strategies

Estate protection advice

Scott Birmingham financial insights

Jeff Perry investment strategies

Schwab financial resolutions article


  • #ChrisBoydFinancialTips
  • #NewYearResolutions2023
  • #BudgetingBasics
  • #PortfolioOptimization
  • #UnexpectedFinancialPrep
  • #SomethingMorePodcast