Annual Reviews/Know Your Numbers

Something More with Chris Boyd

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Finance

تمت الإضافة منذ قبل thirteen عام

المحتوى المقدم من J. Christopher Boyd. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة J. Christopher Boyd أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Exile

1
Episode 10: From Refugee to Radical 44:09

منذ 2 years44:09

التشغيل لاحقا

قوائم

إعجاب

احب

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

منذ عام واحد 33:49

MP3•منزل الحلقة

Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins by outlining having your personal Net Worth Statement and Cash- Flow/Budget. Chris explains in detail the elements of a comprehensive financial plan, including reviewing life changes, investment objectives, risk tolerance, time horizon, and liquidity needs. Chris and Jeff also suggest streamlining your financial and bank accounts to ensure efficiency and effectiveness. Jeff mentions how your estate planning and life insurance needs are a part of a complete financial plan.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

1000 حلقات

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

Something More with Chris Boyd

Annual Reviews/Know Your Numbers

Something More with Chris Boyd

30 subscribers

published منذ عام واحد

MP3•منزل الحلقة

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the following link: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

1000 حلقات

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

All episodes

Something More with Chris Boyd

1
Navigating aging care with Back Nine Nurses 35:07

منذ 16 hours35:07

35:07

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized, and compassionate navigation during times of transition and uncertainty related to aging. Topics include homecare, assisted living, medical advocacy, hospice, and the need for advanced estate and family planning. Deborah and Kristen offer suggestions on looking for warning signs and how best to react. For more information, see the link below: https://www.backninenurses.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Married Women Need to Pay Attention 38:09

منذ 3 أيام38:09

38:09

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. The trio digs into why many married women are not involved in the personal finance and investment decisions of their household and the risks associated with such disengagement. For more information about Dr. Mattia, see the link below: https://www.moneymatriarchs.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Is 80% enough? 30:54

منذ 8 أيام30:54

30:54

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with the age-old rule that retirees only need 80% of their pre-retirement income in retirement. Chris and Jeff explore the “retirement smile” and how it can be a good predictor of retirement cash flow. More than just a podcast about money, Chris and Jeff discuss the various ways many retirees over and under spend their expected retirement funds. Chris puts the entire episode into why having an annual review with your financial planner is critical to staying on course in retirement. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Family Planning – not what you are probably thinking? 43:38

منذ 10 أيام43:38

43:38

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider talking about money as off-limits. If your family isn’t having open and honest conversations about finances and wealth, it’s time to reevaluate. Chris Boyd and Jeff Perry dig into these issues and more as they offer their commentary and advice on including family members in your financial and estate planning. See related article linked below: https://www.wealthenhancement.com/s/blog/empowering-your-future-financial-planning- for-parents-with-adult-children-MC2WSGEA7ZQVCOXA2OJ5DP3ZAQPA For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Challenges to an early retirement 29:44

منذ 15 يومًا29:44

29:44

Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequently fail to consider the various details. Chris outlines why savings must be abundant as an earlier retirement means not only spending sooner, but also fewer years of savings and less compounding as you spend assets. Chris and Jeff discuss the need for greater tax diversification, especially if retiring before age 59 ½. Chris explains the option of using Equal Periodic Payments. Chris and Jeff explore the need to plan for how you will manage health care insurance and costs, as well as the long-term impacts of inflation. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Fires - Are You Properly Covered? 38:16

منذ 17 يومًا38:16

38:16

Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. Joining them is Jeff Perry. The conversation begins with an outline of what homeowners’ insurance covers and what it does not. Specific topics reviewed include coverage limits, earthquakes, and flood risks. Doug offers advice concerning the value of a guaranteed replacement endorsement. For more information about Doug MacDonald, check out the link below: https://riskadvice.com/ For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
How much can I take? 30:43

منذ 22 يومًا30:43

30:43

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% as well as the risks of using stagnant rules in financial planning. Jeff raises the concept of cash flows as suggested by the “Retirement Smile” concept and Chris highlights the need for determining an annual withdrawal amount in the context of a comprehensive financial plan. https://www.morningstar.com/retirement/how-retirees-can-determine-safe-withdrawal- rate-2025 For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Free Yourself 31:10

منذ 24 يومًا31:10

31:10

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, and live a life enriched by experiences and moments that money alone cannot buy. The AMR Team is offering a complimentary guidebook titled, “Unleashing your time: The unexpected freedom of delegated investing.” For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
What’s new for Social Security in 2025? 36:28

منذ 29 يومًا36:28

36:28

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), 2025 cost of living adjustment, and changes to income levels related to income taxes. Jeff and Russ informed listeners how to check on their future benefit estimates. Jeff and Russ also discuss best practices for retaining important documents, including income tax supporting data, military records, and more. Check out our previous podcast on Social Security Fairness and the repeal of WEP: https://somethingmorewithchrisboyd.libsyn.com/social-security-fairness For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
To convert or not…that is the question 31:20

منذ 4 weeks31:20

31:20

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 individual retirement account (IRA) to a Roth IRA. Jeff Perry and Russ Ball explore the advantages of a Roth conversion as well as some reasons why it may or may not be the right time for you. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr https://www.thestreet.com/retirement-daily/saving-investing-for-retirement/roth-ira-conversions- strategic-retirement-savings…

Something More with Chris Boyd

1
Will your wishes be followed 30:52

منذ 5 weeks30:52

30:52

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 family conflict that is present in The PITT. The dialogue continues with suggestions how family strife can be avoided with the correct documents in place and how family communications and meetings are often advisable during the financial and estate planning process. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Navigating life’s milestones 29:50

منذ 5 weeks29:50

29:50

Navigating life’s milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning client. Chris, Jeff Perry, and Russ Ball discuss how working with a financial planner in the different seasons of life can provide great benefit. The trio offers further commentary of the various ways a financial planner can assist individuals/families who are just getting started, building wealth, preparing for retirement, living in retirement and in estate and legacy. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Trump’s Taxes, Tariffs, Immigration & the Market 51:42

منذ 6 weeks51:42

51:42

Trump’s Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing. Chris Boyd, Jeff Perry, and Russ Ball dig into the likely economic policies of President Trump and how they may impact the financial markets. Topics include, income taxes, tariffs, immigration, deregulation, cryptocurrency, budget deficits/debt, and TikTok. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Dogs of the Dow 38:18

منذ 6 weeks38:18

38:18

Dogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the highest dividend yield listed on the Dow Jones Average. Senior Portfolio Manager Brian Regan offers commentary of why this strategy is not the best option for investors who wish to own individual stocks. The conversation includes dialogue about investing for value versus growth. Chris Boyd and Brian share their thoughts on preferred methods of evaluating and investing in stocks. For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Want to Buy or Sell a Business? 43:52

منذ 7 weeks43:52

43:52

Want to Buy or Sell a Business? – Owner of Compass Business, LLC Doug Cabral joins this episode for an in-depth conversation on the process and challenges of buying and selling a small business. Doug, Chris Boyd, Jeff Perry, and Russ Ball dig into a variety of issues involved, including maintaining confidentiality, putting a valuation on an ongoing small business, whether a franchise is a good option, and financing a transaction. Doug also explains the difference between a buyer who is looking for a job and a buyer who is seeking an investment. For more information about Doug Cabral, click the link below: https://compassbusiness.net/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.