Remembering Charlie Munger: Lessons from a Wise Investor
Something More with Chris Boyd
Release Date: 12/04/2023
Something More with Chris Boyd
International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also discuss the benefits of including family members in this process. Jeff highlights why collaborating with a financial advisor regarding charitable giving is an important...
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Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United States decision on unrealized gains being taxable, and the new rules on how listing and buyer real estate agents/brokers compensation has changed. Attorney Boyd also discusses his upcoming seminars and how to register (see link below). Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th...
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Take a moment, step back, and ask how do I want to be remembered? While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd and Jeff Perry share experiences and client stories that demonstrate why having your affairs in order is a wonderful gift to leave behind. The discussion includes wills, trusts,health care proxies, powers of attorney, and other related documents. Chris mentions the George...
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Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the “getting to know you meeting” and follow up document gathering. Subjects covered include a wide variety of financial planning topics, goal setting and how one’s goals should drive one’s financial plans. Chris and Jeff discuss why questions about your health, family situations, and where you live are important to the...
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Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and Roth Conversions. Attorney Boyd also mentions his upcoming seminars and how to register (see link below). Chris and Jeff also remind listeners of the upcoming webinar about college planning on September 24 th (see link below). For information on estate...
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Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial aspects of retirement planning, including deciding how you will allocate new found time in retirement. Of course, most areas discussed revert to related financial issues, such as the impacts of downsizing/relocating, travel expenses, gifting, and legacy planning. For more information or to reach Chris Boyd or Jeff Perry, click the below link:...
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Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid (FAFSA) will not be available on the scheduled date of October 1 st . Topics covered during the podcast include the rising cost of college, how to start the college search, ways to save for future college expenses, and finding the right fit. The trio will also host a College Planning Webinar on September 24 th . See link below to register. To...
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New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advice on different strategies for Required Minimum Distributions (RMD) from retirement accounts. After reviewing the new regulations, Chris and Jeff talk about a variety of commonly asked questions about RMDs for 401K’s and IRA’s. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
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So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted. Chris Boyd and Jeff Perry dig into several items in the news this past week, including growing tensions between Israel and Iran, increased stock market volatility, unemployment data rising, and the upcoming election season. Chris and Jeff attempt to separate what really matters when it comes to your investments and financial planning. For more information or to reach Chris Boyd or Jeff Perry,...
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In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more diversified approach, including Small Caps, Utilities, and buffered risk strategies. The discussion also covers interest rate moves by the Fed, the impact of market concentration, various paths to outperformance, and the nuances of active vs. passive investing. For more information or to reach Chris Boyd or Jeff Perry, click...
info_outlineBrian 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 controlled
by Warren Buffett. Brian starts off by sharing some of the personal and professional
history of Mr. Munger and how he and Warren Buffet became close friends and business
partners. Brian shares many of the financial lessons that he has learned from Mr.
Munger. Jeff reminds listeners that not only was Mr. Munger a hugely successful
investor, but that he lived a generous, humble life and often used humor in his
conversations. Chris reflects on several quotes and principles of Mr. Munger and how his
simple business methods and patience proved successful for decades.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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