Apr 26, 2024

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an
engaging discussion concerning the various financial planning issues for parents of
special needs children. Charlie shares his personal story of having two sons with autism
and the many financial and personal challenges. Topic...

Apr 26, 2024

Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry
share their thoughts on what financial and consumer topics should be included in
everyone’s knowledge. The pair reviews the growing trend of states requiring a financial
literacy class for high school students. Chris and Jeff...

Apr 22, 2024

What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?”  While this “number” is different for each individual or couple, the below referenced article indicates that the result of a recent...

Apr 22, 2024

Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy.  Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long...

Apr 19, 2024

Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second quarter and beyond.  Brian outlines the “Bull” and “Bear” cases for...