Podcast appearances and mentions of jeff perry

Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple will. They explore how revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep wealth concentrated and shielded from high trust tax rates. Next, the trio dives into family governance tools, from legacy letters and constitutions to LLC structures for managing shared assets like vacation homes without friction. Finally, they introduce the revolutionary potential of blockchain-based DAOs for anonymous, transparent multigenerational wealth stewardship. To sign up for one of Keat's upcoming seminars, click the link below: www.youresvp.com and enter the code: CEGBUS #EstatePlanning #TrustsAndTaxes #FamilyGovernance #StepUpInBasis #LLCStrategies #BlockchainDAO #WealthPreservation #FinancialPLanning For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate National 401(K) Day and unpack the true power of your workplace retirement plan. You will learn why pre-tax contributions reduce your taxable income now, how Roth options let your savings grow tax-free, and exactly why missing out on an employer match is like leaving cash on the table. We will also cover contribution limits, catch-up provisions for those over fifty, and strategies for combining traditional and Roth accounts to optimize your tax liability in retirement. Whether you are just starting your first job or looking to turbocharge your savings before year-end, this episode delivers the insights you need to make every dollar work harder for your future. #National401KDay #RetirementPlanning #EmployerMatch #TaxStrategy #RothVsTraditional #FinancialWellness #CompoundGrowth #FinancialPlanning Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

**The David RB Show Replay On www.traxfm.org. This Week DRB Featured New Trax From Tre Dot "Lonely Road", Windy Karigianes - "1000 Miles Away" (Georgie B Remix), Sir Spencer - "Chase The Sun" (Remix) Plus Trax From Deftone, Unit 7, Kerri Chandler, Delroy Wilson, Audrey Hall, OC Ft Yvette Michelle, Kool Moe Dee, Jeff Perry, Changing Faces, Cloud 9, Percy & Them, Free Label, Wake The Wild, Trax Allstars - "Behind The Bungalow" & More #originalpirates #soulmusic #funkmusic #hiphop #contemporarysoul #remix #rnbmusic #boogie #RareGroove #breaksmusic #afrobeats #reggae #80sgrooves #90sgrooves #housemusic The David RB Show Live Every Wednesday From 8PM UK Time The Station: traxfm.org Listen Live Here Via The Trax FM Player: chat.traxfm.org/player/index.html Mixcloud LIVE :mixcloud.com/live/traxfm Free Trax FM Android App: play.google.com/store/apps/det...mradio.ba.a6bcb The Trax FM Facebook Page : https://www.facebook.com/profile.php?id=100092342916738 Trax FM Live On Hear This: hearthis.at/k8bdngt4/live Tunerr: tunerr.co/radio/Trax-FM Radio Garden: Trax FM Link: http://radio.garden/listen/trax-fm/IEnsCj55 OnLine Radio Box: onlineradiobox.com/uk/trax/?cs...cs=uk.traxRadio Radio Deck: radiodeck.com/radio/5a09e2de87...7e3370db06d44dc Radio.Net: traxfmlondon.radio.net Stream Radio : streema.com/radios/Trax_FM..The_Originals Live Online Radio: liveonlineradio.net/english/tr...ax-fm-103-3.htm **

Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors' imaginations and also their dollars. From the historic change in the Gold Standard at Bretton Woods and the Nixon shock to today's headlines and Costco's unexpected bullion boom, Jeff and Brian explore the real drivers behind gold's rise, the role of investor psychology, and the facts (and fictions) about the link to inflation and the dollar. Plus, the geopolitical twists that may shape where gold goes next and why it might be more speculation than an actual safe haven. #financialplanning #investing #gold #retirementplanning #speculation #goldfever #financialrisk #illiquidity See Brian's article on Gold at the link below: https://www.wealthenhancement.com/pdf/gold-beyond-the-myths Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball explore critical considerations that can make or break your early retirement plans. From financial readiness to lifestyle planning, this conversation is packed with practical insights and candid advice. Listen now and make sure your retirement plan is more than just a spreadsheet. #EarlyRetirement #RetirementPlanning #FinancialFreedom #RetireSmart #PlanToRetire #FinancialPlanning #RetirementGoals #LifeAfterWork #RetirementLifestyle   Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k's, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly. #financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Boomers, Benefits & the Budget: What's Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd and Jeff Perry to unpack recent legislative changes, dispel common myths, and offer practical guidance for retirees, widows, and public employees navigating the evolving Social Security landscape. Highlights from this episode include: -The surprising passage of the Social Security Fairness Act and what it means for public sector retirees and surviving spouses. -Clarifying confusion around Social Security taxation and the impact of the One Big Beautiful Bill. - What do the latest actuarial projections mean for Social Security's solvency and your future benefits? -Why claiming early may not be the best move, despite alarming headlines. - Creative policy ideas and political realities that could shape Social Security reform. -How immigration, demographics, and industry pressure may influence the future of retirement benefits. Whether you are planning your own retirement or advising others, this episode offers essential insights to help you make informed decisions and prepare for what is ahead. #OBBB #BBB #incometaxes #socialsecurity #socialsecurityreform #socialsecurityfairness #immigrationreform https://boomerretirementbriefs.com/meet-marcia/ Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely topics- from nostalgic movie favorites to serious financial planning insights. Topics include: -A preview of the upcoming webinar on managing your digital footprint and estate planning in a tech-driven world (see link below to register). -A timely reminder about National Financial Awareness Day and six smart steps to improve your financial health. -A deep dive into the Rule of 55 for early retirees and how to access retirement funds penalty-free. Don't get too excited, this is often not a prudent financial option. -Updates on recent cryptocurrency legislation and what it means for investors and consumers. #financialplanning #investing #401K #403B #IRAs #529s #nationalfinancialawarenessday #ruleof55 #retiringearly #cryptocurrency Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

What happens when a top-performing rep becomes a people-first leader in one of the most demanding roles in tech? In this episode of Coach2Scale, Jeff Perry, CRO at Carta, shares his leadership journey from his early days at Oracle to building high-performing, diverse teams at Carta. He unpacks the misconceptions that still hold sales leaders back, like the idea that only hard-charging, deal-focused managers succeed, or that considerable company experience doesn't translate to startup growth. Jeff challenges these myths with candor, offering lessons for anyone navigating their evolution as a leader.The conversation tackles why being a “nice leader” isn't a liability, how to hire from non-obvious backgrounds, and why no one should ever lose a deal alone. Matt and Jeff also dig into the most challenging job in sales, the frontline manager, and why equipping them with the right mindset and tools is the only way to scale performance sustainably. Whether you're a rep, manager, or CRO, this episode will help you rethink how leadership, culture, and coaching intersect to drive lasting results.Key Takeaways1. Lean into who you are as a leaderStop trying to fit someone else's mold, own your style, values, and story to build authentic credibility.2. Prominent company leaders can thrive in startups.Success in enterprise sales doesn't disqualify you from excelling in high-growth, early-stage environments if you can translate your experience.3. Empathy and accountability are not mutually exclusiveBeing a “nice” leader doesn't mean being soft; it means building trust so you can challenge and develop your people effectively.4. Hiring for diversity improves team performance.Creating teams with varied backgrounds and experiences, not just résumés, leads to more resilience, learning, and results.5. Balanced team performance is more sustainable than star-centric modelsHitting 115% with everyone contributing beats 130% with a few carrying the load, especially when building culture and scale.7. Managers should never lose a deal alone.The best AEs use the entire team, from executives to product, to win; lone-wolf selling is inefficient and risky.8. Coaching should focus beyond the deal.Too many 1:1s revolve around the pipeline; great leaders use coaching to build reps' long-term skills and confidence.9. Sales leadership is about consistency through volatilityIn unpredictable markets, reps need leaders who are steady, transparent, and focused on what can be controlled.10. High growth creates opportunity, but only for those who embrace itCarta's rapid evolution has opened new career paths, but leaders must stay close to the people and remain hands-on to unlock them.11. Frontline managers need structure and support to succeedThe FLM role is the most overloaded in the org; without tools, coaching frameworks, and clarity, they default to dealing with triage and burnout.

Long-term Care Insurance: One size does not fit all – Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into the topic of long- term care insurance. The podcast begins with a detailed discussion of who needs long-term care insurance. Linda answers questions regarding how these policies work, what they cover, and typical limits. The conversation shifts to an in-depth conversation about new and hybrid policies that can work in certain circumstances. #financialplanning #longtermcare #longtermcareinsurance #estateplnning #homecare #assistedliving www.longlifeplanning.com Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning  Jeff Perry and Russ Ball tackle questions from listeners and clients. To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes. Next up is a series of questions resulting from the passage of President Trump's “One Big Beautiful Bill' to include how the new senior tax deduction works and the details on the changes to taxes on tips and overtime. The episode ends with a question from a parent who is worried about market risk in their son's 529 account. #financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make – Timing the market, lack of international equity exposure, taking on too much investment risk, attempting to predict the movement of interest rates, and lacking protection against inflation are just some of the mistakes many investors can make. Chris Boyd, Jeff Perry, and Russ Ball offer advice on these issues and others as they explore how common portfolio mistakes can derail retirement plans. See below a link to a related Morningstar article. #financialplanning #investing #stocks #bonds #stockmarket #investormistakes #inflation #markettiming #internationalinvesting #investmentrisk #interestrates https://www.morningstar.com/personal-finance/5-investment-portfolio-mistakes-avoid Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don't spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty of ways to use your hard-earned wealth. In the context of a comprehensive financial plan, the trio offers advice and best practices to ensure your desired legacy and financial priorities are achieved. See below a related Kiplinger article. #financialplanning #investing #stocks #bonds #stockmarket #legacy #gifting #goals #estateplanning https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt- focus-on-leaving-an-inheritance Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental entities to finance public projects like schools, highways, or water systems. For investors seeking stability and tax advantages, municipal bonds can be an appealing component of a diversified portfolio. However, as with any investment, they are rarely a good choice as their suitability depends on individual circumstances, risk tolerance, and broader market conditions. Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry to review if and when municipal bonds are right for your portfolio. #bonds #municipalbonds #investing #financialplan #diversification Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

OBBB Is Law, So What's In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of the Trump agenda that was included in the OBBB, including additional funds for the military, border security, and an extension of the tax cuts. Jeff highlights that many provisions of the OBBB are favorable towards the low and moderate income workforce, such as reforms to taxes on tips, overtime, families with children, and seniors. Chris and Jeff discuss the raising of the debt ceiling and the long-term concerns of the rising national debt. #BBB #OBBB #taxcuts #debtceiling #financialplanning #incometaxes Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock market as well as specific sectors, including utilities and semiconductors. Brian also provides thoughts on the importance of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether international stocks are worthy of consideration. #financialplanning #geo-political #stockmarket #utilitystocks #semiconductors #corporateearnings #stocks #internationalstocks Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet's self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in life without falling into the anxiety traps of conventional success principles books. Dr. Grumet shares his own compelling personal story of why he gave up practicing medicine full-time. The trio digs into a variety of topics that will benefit everyone. #purpose #meaning #financialplanning #lifecoach #happiness #anxiety #selfhelp https://jordangrumet.com/ Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices.  Topics covered include tariffs, debt-ceiling, Iran, immigration, and the Big Beautiful Bill.  While there is some disagreement on the politics, the trio discussed the value of working with a financial advisor, especially in turbulent times.  #financialplanning #geo-political #wallofworry #stockmarket   Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088   For more information or to reach TEAM AMR, click the following link:  https://www.wealthenhancement.com/s/advisor-teams/amr

Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question asking, I have multiple IRAs, how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of 25? The next topic is one based on television and radio commercials selling Home Title Lock Insurance – Chris and Jeff explain what it is and what it is not. Finally, Chris and Jeff answer what appears to be a simple question, but ends up not as simple as first thought – Do RMD's affect my Social Security? Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively unknown opportunities related to your IRA that could boost your savings and reduce your income taxes. Click the link below to register for our upcoming webinar, “Don't leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with “try before you buy” advice and the distinction between an investment property that you may use part-time compared to a true second home that is unoccupied when you are not using it. The “math” of owning a second home is reviewed in addition to the “what- ifs” of owning property that you do not live in full time. Issues of estate planning and fractional ownership are also explored. Not all cons, the group shares some pros of having a second home. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI's Crime Complaint Center have risen by 14%, with an average loss of $34K (see link below). Chris Boyd, Jeff Perry, and Russ Ball dig into the statistics and discuss the most common types of fraud. The trio also shares practical advice how to avoid scams and fraud and what to do if you become a victim. https://www.fbi.gov/news/stories/elder-fraud-in-focus For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Setting and achieving career development goals can feel overwhelming, especially when you're unsure where to start or how to stay on track. Are you clear about the direction you want to take in your career and the steps needed to get there?In this episode, you will learn how to craft intentional, purpose-driven career goals that align with your core values and personal aspirations. Our host and CEO Porschia, alongside our guest Jeff Perry, share proven strategies to help you gain clarity, build accountability, and overcome common pitfalls as you pursue professional growth. Click here for full show notes and to learn more: https://www.fly-highcoaching.com/career-development-goalsCheck out the master class Career 911: Solving the Top 5 Challenges Executives and Professionals Have: https://fly-high-coaching.thinkific.com/courses/Career%20911%20Master%20Class!

Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest a wide variety of books for people at various stages of their financial journey. The dialogue shifts to the challenges of finding a financial planner. Jeff shares the three questions that everyone should ask to anyone in the financial services industry who they are considering working with. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger's magazine (linked below) as they discuss the “Five Biggest Stealth Costs in Retirement.” The conversation begins with the notion that most people planning for retirement have a basic understanding of their future cash flow needs. Chris and Jeff dig into the costs that many people make incorrect assumptions about or ignore all together. Included in the conversation are unexpected health care costs, income tax errors, unanticipated financial emergencies, family member needs/gifts, and the long-term impacts of inflation. https://www.kiplinger.com/retirement/the-biggest-stealth-costs-in-retirement For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Don't Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares clients' stories where two public employees incorrectly assumed they would not be eligible for Social Security. Chris brings up other topics not to make assumptions about, including beneficiaries and 401K investment allocations. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.” The trio discusses the key items in the Bill, including making the Tax and Job Act income tax reductions permanent, eliminating taxes on overtime and tips, and increases in border and military spending. Jeff notes that the promises of significant reductions in Federal spending were not achieved in the House Bill. Chris and Russ offer thoughts on the likelihood of the House version passing in the Senate. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and Jeff Perry to discuss a recent article Brian authored (see link below) which suggests that staying calm and ensuring that investment strategies are robust and adaptable, one can weather the economic “storms” triggered by tariff policy and related economic news. Brian comments that, “Just like a well-prepared vessel can withstand the might of the Atlantic, a thoughtfully managed portfolio can endure and thrive amidst economic turbulence.” https://www.thestreet.com/retirement-daily/your-money/navigating-trumps-economic- waves-a-portfolio-strategy-for-investors For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry as they explore the sometimes confusing and technical rules of the three distinct categories of IRA beneficiaries. Chris outlines the basic rules as he points out that there are exceptions to be aware of. Jeff highlights the need for financial advisors to collaborate with client's income tax preparers and estate planning to not only avoid unnecessary taxes and penalties, but to have all the pieces work together as part of a comprehensive financial plan. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The conversation begins with the use of 529's as the foundation for most families to save for future educational expenses. Jeff outlines the basics of how a 529 plan operates and the benefits of using one. Jeff & Russ next explore the factors that go into making the choice of which college is right for your student. Finally, the topic of how to pay for college and common mistakes people make in this process. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial lessons of Warren Buffett. Brian leads the conversation with a brief biographical summary of Buffett's early years and reflections of how Buffett influenced his views on investing. Jeff weighs in with Buffett's dislike of using leverage and specifically credit cards. Chris ends the episode discussing how Buffett plans to distribute his wealth through the “Giving Pledge.” For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner, Chris Boyd offers his thoughts from Janet Yellen's keynote speech. Chris reviews Yellen's negative views on broad-based tariffs and other policies of President Trump. Jeff Perry joins the conversation as it shifts to other items in the news including more on tariffs, the Federal Reserve interest rate decision, new employment data, corporate earnings and a lack of guidance from CEO's. The episode ends with thoughtful commentary from Chris about what an investor should do during these uncertain economic and political times. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and commentary about positive way to pass on personal finance lessons and values to your children through various stages of development. Jeff & Russ discuss the importance of positive role modeling (or at least not negative), explaining the three purposes of money, use of allowances, at what age is a debit card appropriate, value of a part-time job, and learning about compound interest and investing. Russ and Jeff share personal anecdotes and stories of what childhood lessons are still with them today. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Annual reviews and why you need one – You have probably heard all the reasons why you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball discuss why it is critical to review your plan at least annually. Topics covered include responding to life changes, investment objectives, time horizons, liquidity needs, risk tolerance, cash-flows, life insurance needs, legacy planning, and more. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Mr. Market is both charming and bipolar – With all the recent volatility in the stock market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine magazine which highlights the investing lessons from Benjamim Graham, who authored “The Intelligent Investor” in 1949. Jeff & Russ outline the lessons from Mr. Graham who describes “Mr. Market” as a bipolar fellow, very charming but suffering from incurable emotional problems. Some days, he shows up feeling euphoric and will sell to you only at unreasonably high prices. Other times, he is panicked for no obvious reason and desperate to sell at any price. Listen in to the lively and fun conversation. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth Enhancement Certified Financial Planner Brian Kuhn to the podcast. Brian provides an overview of the retirement system and benefits provided to Federal employees. Chris Boyd and Jeff Perry ask for Brian's commentary on recent incentives for early retirement and the likely elimination of remote work for Federal employees. Brian offers his suggestions for Federal employees who are concerned about a potential job loss related to DOGE. To learn more about Brian Kuhn, check him out at: https://www.linkedin.com/in/briankuhncfp/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

In this episode of the Woodpreneur Podcast, host Steve Larosiliere speaks with Jeff Perry from Angel City Lumber about the devastating impact of the recent Los Angeles fires and how his company is navigating this challenging landscape. They discuss Angel City Lumber's growth, its mission to reconnect the community with local trees, and the opportunities within urban lumber. Jeff shares insights on innovative products, operational strategies, and the importance of storytelling in raising awareness about tree conservation and community rebuilding efforts. Takeaways The recent fires in Los Angeles have devastated communities, highlighting the need for support and rebuilding efforts.Angel City Lumber has experienced significant growth, focusing on local sourcing and sustainability.Collaboration with the U.S. Forest Service is addressing forest management challenges.Trees are more than just a resource; they represent history, connection, and the opportunity to rebuild community bonds.Storytelling and community engagement are essential for fostering awareness, conservation, and recovery. Chapters 00:00 - The Impact of Los Angeles Fires 03:04 - Angel City Lumber's Growth and Mission 06:08 - Urban Lumber: Opportunities and Challenges 08:53 - Connecting Community and Trees 12:06 - Innovative Products and Services 14:57 - Operational Growth and Team Dynamics 18:12 - Future Planning and Community Engagement 21:00 - Storytelling and Awareness 23:59 - Rebuilding and Recovery Strategies Get a FREE Trial to our Woodpreneur Network Community and get the skills, network, and mentoring to level up your business join here: https://woodpreneurnetwork.com/ Connect with Jeff at: https://www.instagram.com/angelcitylumber/ https://www.angelcitylumber.com/

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing.

Successful change management in oil and gas is dependent on having the right mindset about the change. Many years ago, I was involved in implementing a new computer system for a remote field office. The managers assured us that all they needed to do to guarantee a successful implementation was to order the employees by memo to use the system. Change management? Tick. We dutifully couriered to the field office a laptop with the system installed, which was returned to us a couple of days later, crushed flat and with freshly laid-down tire marks visible on the cover. So much for management's efforts to win over hearts and minds. Change management rarely considers the mindset of those driving change and those expected to embrace change, which inevitably brings conflict to the adoption process. How people show up matters. In this podcast I interview Jeff Perry, a leadership and career expert who helps individuals, teams, and organizations unlock their potential in all facets of life. Given his background in engineering, business, and leadership, he specializes in working with engineering and technical professionals, but the principles he shares are universal. He is the author of the bestselling book, "The Intentional Engineer: A Guide to a Purpose-Driven Life and Career for Engineers and Technical Professionals." Connect with Jeff:

In this conversation, Gabriel and Autumn interview Jeff Perry, a career coach and author of the book 'The Intentional Engineer'. They discuss the importance of being intentional in one's career, understanding one's passions and skills, and building a strong professional network. Jeff shares his journey from being an engineer to becoming an engineer coach and offers advice on how to navigate career transitions. They also explore the concept of 'genius zones' and how to identify and leverage one's unique strengths and talents. In this conversation, Jeff discusses the concept of the zone of incompetence, competence, excellence, and genius. They share personal anecdotes and examples to illustrate these zones and emphasize the importance of self-awareness and collaboration. They also touch on the role of mindset in driving behavior and results, particularly in the context of engineering and tech careers. Jeff offers coaching and resources for individuals looking to make intentional career shifts or upgrades.Keywords: career, intentionality, engineering, skills, passions, network, genius zones, strengths, talents, zone of incompetence, zone of competence, zone of excellence, zone of genius, self-awareness, collaboration, mindset, engineering, tech careers, intentional career shiftsSubscribe to Breaking Math wherever you get your podcasts.Become a patron of Breaking Math for as little as a buck a monthFollow Jeff Perry on LinkedIn or learn more at jeff-perry.com. You can also find his book The Intentional Engineer, on Amazon.Follow Breaking Math on Twitter, Instagram, LinkedIn, Website, YouTube, TikTokFollow Autumn on Twitter and InstagramFollow Gabe on Twitter.Become a guest hereemail: breakingmathpodcast@gmail.com

What would security look like in a society without government? In this episode of the Bad Roman podcast, host Craig Harguess sits down with Jeff Perry from Voluntarism in Action to explore this intriguing question. They delve into the concept of voluntary society security, discussing how private security firms, insurance-based models, and community-based solutions could replace traditional policing. The conversation critiques the current government-run police system, highlighting issues like qualified immunity, police militarization, and lack of accountability. Jeff and Craig explain how free market principles could offer better incentives and outcomes for security services, challenging the "foundational myth" that government exists to protect us. From a Christian perspective, they explore how voluntary solutions align more closely with Christian principles than coercive government systems. This episode is sure to provoke thought and encourage listeners to reconsider their views on security and governance. Tune in for a compelling discussion that questions the status quo and envisions a freer, more ethical society.   For Full Show Notes: https://www.thebadroman.com/show-notes/episode-115   TWO WAYS TO SUPPORT THE PROJECT: TASTE IT BAD ROMAN SALSA or HELP GROW THE BAG thebadroman.com/donate   Starting Points and Key Moments: 00:02 Jeff and Sarah's Episode 00:22 Recurring Question on Security in a Voluntary Society 01:53 Jeff Perry's Article on Voluntary Society Security 3:07 Personal Experiences and Reflections 4:20 Police and State Power 7:14 Qualified Immunity and Police Accountability 11:07 Voluntary Society and Security Models 16:32 Economic Incentives and Market Solutions 20:22 Addressing Concerns about the Poor 24:56 Misconceptions about Lawlessness 30:34 Private Prisons vs. Private Policing 36:49 Military and National Defense 40:39 Closing Thoughts 43:06 Contribution to The Show 47:28 Final Remarks   For more on The Bad Roman Project: Blog submissions: thebadroman.com/contribute-to-the-blog Connect with us on social: thebadroman.com/social-links Want to get more involved? Request to join the private discussion group on Facebook (Bad Romans Only!!) No King but Christ Network: nokingbutchristnetwork.com

When you're ready, here are three ways I can help you build your engineering career:   1. Engineering Career Accelerator™️ Scorecard … foundational development actions and key points you can check, score, and apply immediately to stand out and excel at work.   2. Join us at Happy Hour … a limited-attendance LIVE monthly workshop where we dig deep into career growth strategies and provide 1:1 open coaching for you at the end of the session.   3. Work with me directly … start with a free chat and ensure it's a great fit, then work with me and my team privately in our intensive coaching program, exclusively for engineers.   ============================   In this episode, I chat with my good friend and fellow coach, Jeff Perry, about the power of intention.   In his new book, “The Intentional Engineer,” Jeff shares how to design a life and career with intention, how to shift your mindset, create clarity in what you want, and where it all fits in your zones of genius.   We talk about a three-letter word that embodies the growth mindset, moving beyond the golden rule, and the core statements that define (and can limit) our potential.   Jeff is a mechanical and software engineering leader turned leadership coach for engineers. His unique approach helps you create clarity on your goals, take ambitious action, make intentional career moves, and level-up fast.   So press play and let's chat…it's time to be intentional about your next career step!   > Full Show Notes, Resources, & More   ============================   WANT MORE AMAZING GUESTS?   “I love Zach and these amazing guests on The Happy Engineer Podcast.” If that sounds like you, please consider following, rating and reviewing the show!    I know it's a huge favor to ask, but when you follow, leave a 5-star rating, and add an honest review of how these episodes are helping you… it's a massive benefit for getting the attention of powerhouse guests on this show.    On Apple Podcasts, click our show, scroll to the bottom, tap to rate with 5-stars, and select “Write a Review.”   Thank you so much.    ============================   Connect with your host, Zach White:   LinkedIn (primary) Instagram YouTube

It was so hard for Katie and Guillermo to decide when to have Jeff join them on the podcast, but he is finally here! And he explores how Shonda Rhimes helped guide him toward finding Cyrus' character before diving into one of the most heart-wrenching episodes of the season. Plus, Katie and Guillermo get awestruck multiple times from Jeff. What do you think, Gladiators? Email us at UTT@Shondaland.com or leave us a voicemail at 805-298-1474 to share your thoughts about the show, about food, about life, but mostly about the show. We would love to hear from you!See omnystudio.com/listener for privacy information.

This week, Chris features tunes by Ella Woods, Jeff Perry and Matt Brown, plus a Top 7 from well known DJ and all round good guy, Shifty.For more info and tracklisting, visit: https://thefaceradio.com/dab-of-soul/Tune into new broadcasts of Dab Of Soul every Tuesday from Midday - 2 PM EST / 5 - 7 PM GMT.//Dig this show? Please consider supporting The Face Radio: http://support.thefaceradio.com Support The Face Radio with PatreonSupport this show http://supporter.acast.com/thefaceradio. Join the family at https://plus.acast.com/s/thefaceradio. Hosted on Acast. See acast.com/privacy for more information.

Send us a Text Message.Ever wondered how approaching your career like an engineering project could transform your professional life? I'm joined by Jeff Perry, author of "The Intentional Engineer - A Guide to a Purpose-Driven Life and Career For Engineers and Technical Professionals," as he reveals the secrets to better job alignment and career satisfaction. Jeff shares his personal and professional journey of writing his book, offering universally applicable tips on leadership and career development that transcend the engineering field. You'll learn why knowing your 'why' is crucial for both personal and professional growth.Discover how to navigate career changes without feeling overwhelmed by embracing the concept of career prototypes. In our discussion, we highlight the value of making small, manageable experiments to test new roles or responsibilities. By conducting informational interviews, taking on side projects, or volunteering for leadership roles, you can gather data on what truly resonates with you. We emphasize the importance of reducing pressure and viewing these transitions as experiments to build resilience and adaptability, creating a flexible and fulfilling career path.Explore the shift from traditional work-life balance to a more harmonious life-work alignment. Learn how principles like the 80-20 rule, personal branding, and clarity of intention can lead to greater fulfillment, especially during mid-career transitions. Jeff Perry provides practical resources such as his book and workbook to guide you further while I share tips on building your mid-career GPS step by step. This episode promises to transform your approach to career growth and life alignment.Connect with Jeff PerryWebsite | LinkedIn | BookSupport the Show.Thank you for listening to The Mid-Career GPS Podcast. Please leave a rating and review on Apple Podcasts here. Visit https://johnneral.com to join The Mid-Career GPS Newsletter, a free, twice-weekly career and leadership resource for mid-career professionals. Connect with John on LinkedIn here.Follow John on Instagram @johnneralcoaching. Subscribe to John's YouTube Channel here.

Once the diagnosis of nontraumatic subarachnoid hemorrhage (SAH) has been made, our job is not done. Mortality in SAH patients can be up to 30% even without neurological deficit. Paying attention to the time-sensitive details of ED management of SAH patients can have a significant impact on their outcome. In this second part of our 2-part podcast series on subarachnoid hemorrhage with Dr. Katie Lin and Dr. Jeff Perry we answer questions such as: what are the 4 critical priorities in the initial stabilization of the patient with a suspected massive subarachnoid hemorrhage? When is a CT plus CTA of the head indicated up front in the management of patients with suspected subarachnoid hemorrhage? What is the evidence for oral nimodipine in improving outcomes in patients with subarachnoid hemorrhage and how does it work? What can we do in the ED to prevent rebleeding in patients with subarachnoid hemorrhage? What are the simplest and best prognostic tools available for spontaneous subarachnoid hemorrhage to help counsel families and patients? and more... Please consider a donation to EM Cases to ensure ongoing Free Open Access here: https://emergencymedicinecases.com/donation/ The post Ep 195 ED Management of Spontaneous Subarachnoid Hemorrhage appeared first on Emergency Medicine Cases.

Once the diagnosis of nontraumatic subarachnoid hemorrhage (SAH) has been made, our job is not done. Mortality in SAH patients can be up to 30% even without neurological deficit. Paying attention to the time-sensitive details of ED management of SAH patients can have a significant impact on their outcome. In this second part of our 2-part podcast series on subarachnoid hemorrhage with Dr. Katie Lin and Dr. Jeff Perry we answer questions such as: what are the 4 critical priorities in the initial stabilization of the patient with a suspected massive subarachnoid hemorrhage? When is a CT plus CTA of the head indicated up front in the management of patients with suspected subarachnoid hemorrhage? What is the evidence for oral nimodipine in improving outcomes in patients with subarachnoid hemorrhage and how does it work? What can we do in the ED to prevent rebleeding in patients with subarachnoid hemorrhage? What are the simplest and best prognostic tools available for spontaneous subarachnoid hemorrhage to help counsel families and patients? and more...

Anton is joined by the world's leading EM researcher in subarachnoid hemorrhage diagnosis Dr. Jeff Perry and EM-Stroke team clinician Dr. Katie Lin for a deep dive into why we still miss this life-threatening diagnosis, the key clinical clues, proper use of decision tools, indications for CT, indications for CTA, indications for LP and CSF interpretation for the sometimes elusive diagnosis of subarachnoid hemorrhage... Help support EM Cases by making a donation: https://emergencymedicinecases.com/donation/ The post Ep 194 Subarachnoid Hemorrhage – Recognition, Workup and Diagnosis Deep Dive appeared first on Emergency Medicine Cases.