Planning Retirement Income
Something More with Chris Boyd
Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement income. The conversation turns to the different methods of sequencing withdrawals from taxable and non-taxable accounts and the consideration of income taxes. Other topics covered are Roth IRAs, owning the stock in a company you have worked for, using...
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What’s moving the markets now?
Something More with Chris Boyd
What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcoming decision by the Federal Reserve on interest rates. Also, Chris and Jeff opine on the recent Presidential debate and share their thoughts about the questions they wish had been asked by the moderators. Chris reminds listeners of the upcoming...
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Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan
Something More with Chris Boyd
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College Planning Webinar (see link below). For more information or to reach Chris Boyd or...
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Aging Plans with Annalee Kruger
Something More with Chris Boyd
Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed. Topics covered include “Red Flags” that family members should look for with aging family members, when and how to step in and offer assistance, caregiver burnout, emotional issues and financial considerations. Annalee also offers her commentary on the current status and future outlook of senior care options. For information on Annalee’s book,...
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International Day of Charity
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
Something More with Chris Boyd
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?
Something More with Chris Boyd
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
Something More with Chris Boyd
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
Something More with Chris Boyd
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?
Something More with Chris Boyd
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:...
info_outlineNeed a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a
recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to
start preparing so you're in great shape when the time comes.” Chris and Jeff cover the
first half of the article, which includes:
Save what you can and think about how you want to live.
Fine-tune your investments — allocation, allocation, allocation.
Go prospecting — look for money you may have forgotten about.
Make plans and give them test drives.
In a future segment, Chris and Jeff will continue this discussion on the remainder of the
Retirement Checklist. To read the mentioned article on this subject, see the link below:
https://www.kiplinger.com/retirement/retirement-plans/checklist-for-retirement-planning
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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