Podcast appearances and mentions of jeff perry

Hello! Matt is back with a limited run of episodes! First up, Steppenwolf Theatre co-founder and actor Jeff Perry! Jeff can be currently be seen in Steppenwolf Theatre's production of The Dance of Death! They talk about the production, growing up in Highland Park, and his parents as teachers. The Dance of Death runs till March 22nd. * Episode recorded February 25th.

This week on Something More with Chris Boyd, the AMR team with Chris, Jeff Perry, and Russ Ball dives into the mailbag to tackle the realworld financial questions listeners are asking right now. From deciding when to rightsize a portfolio, to navigating the emotional tugofwar of selling after a big gain, to understanding the role of precious metals, taxes, Roth conversions, annuities, and estate planning, this episode covers a full spectrum of issues that matter most to investors and retirees. We explore why timing the market is so tricky, how to think clearly about risk versus return, and the importance of aligning decisions with longterm planning instead of shortterm emotions. You will also hear valuable insights on RMD strategies, IRMAA surprises, and when annuity income might or might not fit your needs. Tune in for practical guidance grounded in real client conversations, and as always, keep striving for Something More. #FinancialPlanning #RetirementPlanning #InvestmentStrategy #WealthManagement #MailbagEpisode #ChrisBoydShow #MarketInsights #TaxPlanning #RothConversion #EstatePlanning #Annuities #FinancialAdvice #CapeCodAdvisors #SomethingMoreWithChrisBoyd

Mortgage rates have shifted dramatically in recent years, leaving many homebuyers and homeowners wondering: What is "normal" now? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and special guest Donna McKeown, Senior Loan Officer at Movement Mortgage, to break down the current mortgage landscape. We discuss where rates stand today, why expectations have changed, and how to approach refinancing decisions. Donna shares expert insights on points, adjustable vs. fixed rates, jumbo loans, and the impact of student debt on mortgage approvals. Plus, we explore practical tips for first-time buyers, when to start the conversation with a lender, and why "marry the house, date the rate" might be the smartest advice in today's market. Whether you are buying, refinancing, or just curious about trends, this episode offers clarity and actionable guidance. #MortgageRates #HomeBuyingTips #Refinancing #RealEstateFinance #MortgageAdvice #FinancialPlanning #HousingMarket #WealthManagement #InterestRates #SmartMoneyMoves For more information or to reach TEAM AMR, click the following link:https://www.wealthenhancement.com/advisor-teams/amr-team  

AI vs. The Human Financial Planner: Artificial Intelligence is transforming industries, but can it truly replace the human touch in financial planning? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball to explore the pros and cons of using AI for personal finance. From quick answers and efficiency to the pitfalls of "hallucinations" and lack of context, we dive into where A-I shines and where it falls short. Financial planning is not just about math; it's about life changes, family dynamics, aspirations, and emotional comfort. Can an algorithm understand your fears or priorities? We discuss why human advisors still play a critical role in tailoring strategies, asking the right questions, and guiding decisions beyond formulas. Whether you are a DIY investor or curious about tech's impact on wealth management, this conversation offers valuable insights into balancing innovation with personal connection. #ArtificialIntelligence #FinancialPlanning #AIandFinance #WealthManagement #FutureOfFinance #HumanTouch #MoneyMatters #InvestingInsights #TechAndFinance #FinancialAdvisor For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

As we kick off a new year, investors face the challenge of navigating ever-changing market narratives while staying focused on long-term goals. In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by Jeff Perry and Brian Regan to discuss key lessons from 2025 and how they shape portfolio strategies for 2026. From the impact of government policy swings to the role of interest rates and the evolution of technology giants like Nvidia, we explore what matters most for asset allocation. Brian shares insights on holistic portfolio construction, risk management, and why resisting reactionary moves is critical for success. Whether you are concerned about volatility, curious about alternatives like gold, or wondering how AI-driven innovation influences markets, this conversation offers practical guidance for building resilience and opportunity into your financial plan. #FinancialPlanning #PortfolioStrategy #MarketInsights #Investing2026 #RiskManagement #AssetAllocation #AIandMarkets #WealthManagement #LongTermInvesting #EconomicTrends #InterestRates For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like "What can I do today to move closer to my vision?" can transform your planning process. We also discuss life events that often trigger financial reviews, including retirement, job changes, inheritance, and why getting a second opinion on your financial plan can provide confidence and clarity. Plus, discover how our complimentary two-step consultation works and why ongoing planning matters for long-term success. Start the year strong with practical strategies for financial well-being! #NewYearsGoals #FinancialPlanning #SmartGoals #MoneyHabits #WealthManagement #ChrisBoydShow #InvestingWisely #FinancialConfidence #2026Planning #SomethingMorePodcast For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to gold. We also tackle the growing buzz around private credit and private equity—and why Brian calls it "baloney sauce." Plus, we explore risks in alternative markets and what investors should expect from high-flying tech names like NVIDIA. Join us for candid analysis, practical takeaways, and a look at how to position for 2026. #YearEndReview #MarketInsights #InvestingStrategy #PortfolioPlanning #TariffTalk #PrivateCredit #FinancialPodcast #ChrisBoydShow #2026Outlook #BaloneySauce For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

Doctors do no harm: Navigating Wealth Management for Medical Professionals Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career with high income but limited earning years, we break down the critical phases of a physician's financial life. We also discuss strategies for retirement planning, liability protection, and why physicians, like professional athletes, must maximize savings during peak earning years. If you're a physician or work with one, this conversation offers practical insights on portfolio management, risk mitigation, and building long-term financial security. Tune in to learn how to overcome time constraints and emotional hurdles to create a plan that works for your future. #PhysicianFinance #FinancialPlanning #WealthManagement #RetirementPlanning #MedicalProfessionals #DebtManagement #PortfolioStrategies #RiskManagement #SomethingMorePodcast #MoneyMatters For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

Media Power Plays & Market Signals: Warner Bros Deal + In the News In this episode of Something More with Chris Boyd, we dive into major stories shaping headlines and investor sentiment. First, we unpack the high-stakes battle for Warner Brothers Discovery, where Paramount and Netflix are vying for control in a deal worth over $100 billion. What does this mean for the future of streaming, media consolidation, and shareholder value? Then, we shift gears to the latest Bureau of Labor Statistics data, exploring what a surprising dip in inflation could signal for interest rates, economic growth, and your portfolio. From hostile takeovers to macroeconomic trends, we break down what investors need to know and how these developments might influence markets in 2026. Join Chris Boyd, Jeff Perry, and Brian Regan for insights that go beyond the headlines. #InvestingInsights #MarketTrends #MediaMerger #WarnerBrosDeal #EconomicUpdate #InflationWatch #FinancialPodcast #StreamingWars #ChrisBoydShow #PortfolioStrategy For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

As the year draws to a close, it's the perfect time to review your portfolio and ensure your investments align with your goals. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors should consider before heading into 2026. From rebalancing and active allocation strategies to adjusting for life events, we explore how disciplined portfolio management can help you stay on track. We also touch on market trends, risk profiles, and why diversification matters more than ever. Whether you work with an advisor or manage your own investments, this conversation offers practical insights to help you make informed decisions. Tune in to learn how to position your portfolio for success in the coming year. #PortfolioReview #YearEndPlanning #InvestmentStrategy #AssetAllocation #FinancialPlanning #WealthManagement #MarketInsights #Rebalancing #SomethingMorePodcast #MoneyMatters For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

What does 2026 have in store for the economy, markets, and your money? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and Brian Regan to share their bold predictions for the year ahead. From the Federal Reserve's recent quarter-point rate cut to the possibility of multiple cuts next year, we explore what these moves could mean for borrowing costs, mortgages, and investment strategies. Will inflation stay stubbornly above 3%? How about GDP and the Stock Market? Could home prices actually decline by 5%? And how might a new Fed Chair appointment shake up monetary policy? Our team dives into the data, the dissent within the Fed, and the political dynamics that could influence economic outcomes. If you want insights on interest rates, housing trends, and the forces shaping 2026, this episode is packed with valuable perspective. #EconomicPredictions #2026Forecast #InterestRates #InflationTrends #HousingMarket #FedPolicy #FinancialPlanning #MarketInsights #SomethingMorePodcast #WealthManagement For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

As 2025 races to a close, year-end tax planning takes center stage, especially with the sweeping changes from the One Big Beautiful Bill Act. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement to unpack what these changes mean for you. From strategic IRA withdrawals and managing Required Minimum Distributions (RMDs) to leveraging qualified charitable distributions, we explore how seniors and service industry workers can benefit from new deductions and credits. Plus, we dive into the expanded SALT deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're planning for retirement or simply want to maximize your refund, these insights can help you make informed decisions before the year ends. Tune in and learn how to turn tax law changes into financial opportunities. #YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips #WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters #SomethingMorePodcast For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

Pastor Jeffery Perry spoke again on the subject of sanctification during our 4th session on the Saturday afternoon portion of the conference. email: drigw18@gmail.com website: deeplyrootedconference.org

Pastor Jeffery Perry spoke again on the subject of sanctification during our 4th session on the Saturday afternoon portion of the conference. email: drigw18@gmail.com website: deeplyrootedconference.org

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Dr. Roger Landry to explore the powerful connection between stress, health, and financial well-being. They dive into why stress is a leading contributor to disease and how lifestyle choices, not just genetics, shape healthy longevity. From movement and social connection to purpose and lifelong learning, Dr. Landry shares practical insights for living a vibrant life in retirement. The conversation also highlights how financial planning can reduce anxiety and provide "permission" to enjoy life without fear of running out of resources. Tune in for strategies to thrive physically, mentally, and financially throughout your retirement journey. #HealthyLongevity #RetirementPlanning #StressManagement #FinancialWellness #PurposefulLiving #SomethingMorePodcast #HealthyRetirement #financialplanning For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team For more on Dr. Landry, please visit his website at: https://www.livelongdieshort.com/  

Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor's background and ensuring your financial plan is truly in your best interest. Don't get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary. #FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities #WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice #RiskManagement #SmartInvesting For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team    

"The Season of Giving: Charitable Strategies and Tax Tips for Year-End" As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan.Tune in for practical tips and insights to navigate charitable contributions during this festiveseason. #GivingTuesday #SeasonOfGiving #CharitableGiving #FinancialPlanning #TaxTips #HolidayGiving #Nonprofits #Philanthropy #MoneyMatters #ChrisBoydPodcast For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

"Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel" Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistakes and penalties. Plus, we touch on Social Security updates and what's ahead for retirees. If you're approaching Medicare decisions or helping a loved one, this conversation is packed with clarity and actionable advice. #MedicareEnrollment #RetirementPlanning #FinancialWellness #MedicareMadeSimple #OpenEnrollment #SocialSecurity #MoneyMatters #ChrisBoydPodcast #HealthcarePlanning #SeniorLiving For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

Jeff Perry leads the Sonic Dream Trio, whose specialty is re-imagining pop music. And, the trio is at it the Lexington in Saint Paul Friday right after Thanksgiving at 7pm. A reviewer with the Minneapolis Star Tribune sad that Sonic Dream's specialty is “hip retooling.” So when Phil Nusbaum talked to Jeff Perry about Sonic Dream, Phil asked Jeff what is meant by hip retooling.

November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the impact on your financial security, we break down what you need to know to prepare wisely. Do not ignore this risk as 70% of retirees will need some form of care. Tune in for practical insights and strategies to protect your wealth and peace of mind. #LongTermCare #FinancialPlanning #RetirementPlanning #WealthManagement #Insurance #CareCosts #AgingWell #FinancialSecurity #ChrisBoyd #SomethingMorePodcast #MoneyMatters #RiskManagement For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team  

"K" Shaped Economy: Market Momentum vs. Economic Headwinds In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like "Don't fight the Fed" and "The trend is your friend." Whether you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights. #SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely #FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy #WealthManagement AMR Team Webinar | Q4 Economics and Market Outlook link: https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL uyB3N6 For more information or to reach TEAM AMR, click the following-https://www.wealthenhancement.com/s/advisor-teams/amr    

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geopolitical tensions and Supreme Court decisions. Plus, we share practical strategies for both retirees and accumulators: when to rebalance, how to manage liquidity, and why time in the market beats timing the market. If uncertainty makes you nervous, this conversation will help you keep perspective and stick to your financial plan. #FinancialPlanning #MarketRisk #InvestingWisely #StockMarket #RetirementPlanning #DollarCostAveraging #AMRTeam #SomethingMorePodcast #EconomicUncertainty #WealthManagement #PortfolioStrategy #WealthManagement #ChrisBoyd #JeffPerry #RussBall #FinanicialPlanning #Inthenews #Governmentshutdown

Market Crashes, AI, and Risk Management: A lot has changed since 1929 In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin's new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? Chris and Jeff explore what made the 1929 crash so severe, why today's markets are fundamentally different, and what lessons history offers for managing risk. They also dive into modern concerns like tech-driven valuations, AI's role in fueling market optimism, and practical strategies for protecting your portfolio. Topics discussed include liquidity buffers, diversification, asset allocation, rebalancing and stress testing. If you've been wondering how to prepare for uncertainty, this episode is packed with insights you won't want to miss. #FinancialPlanning #MarketCrash #InvestingWisely #RiskManagement #PortfolioStrategy #AIandMarkets #1929Lessons #WealthManagement #ChrisBoyd #JeffPerry #FinanicialPlanning #Divesification 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 Wicked Pissah Podcast, hosts Chris Boyd and Jeff Perry sit down with Paul Brahim, CFP®, CEPA®- Managing Director at Wealth Enhancement Group and President of the Financial Planning Association. Paul shares his inspiring journey from pharmaceutical sales to financial leadership, offering insights on succession planning, title protection, and the future of financial planning. He also reflects on lessons from his 30-year career, the importance of purpose, and how advisors can help business owners create lasting, multi-generational wealth.

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed with actionable insights to help you finish the year strong and prepare for what's ahead, including How to avoid IRS penalties through proper withholding and estimated payments -The hidden tax consequences of mutual fund capital gains -Strategic use of Required Minimum Distributions (RMDs) -The power of Qualified Charitable Distributions (QCDs) -Roth conversions and how they can reduce future tax burdens -Tax-loss harvesting and other overlooked opportunities -Temporary tax benefits under current legislation and why timing matters #YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting #FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast #InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth Enhancement to unpack the latest headlines and their implications for investors. From the ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the Federal Reserve's recent rate decision made without key government data, we explore how these developments may influence portfolio decisions heading into the final quarter. They also dive into the Social Security cost-of-living adjustment, Medicare premium changes, and the broader healthcare inflation landscape. Plus, Chris and Jeff touch on international trade updates from the President's trip to Asia, including rare earth agreements and tariff negotiations with China. Whether you're a seasoned investor or just keeping an eye on the markets, this episode offers timely insights to help you stay informed and proactive. #InvestingInsights #MarketUpdate #GovernmentShutdown #FederalReserve #SocialSecurity #MedicarePremiums #EconomicOutlook #FinancialPlanning #WealthEnhancement #TradeTalks #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author of Retire Often. In this episode, we explore Jillian's unique approach to creating a fulfilling life through mini-retirements or short breaks that can boost your career trajectory, improve work-life balance, and help you rediscover joy. Jillian shares practical strategies for planning these breaks, overcoming fears about career disruption, and even leveraging time off to increase lifetime earning potential. If you have ever wondered how to avoid burnout, make bold life choices, and still stay financially secure, this conversation and her new book “Retire Often” might just be for you. To learn more about Jillian and “Retire Often” check out the link below: https://retireoften.com/ #RetireOften #MiniRetirement #WorkLifeBalance #FinancialPlanning #CareerGrowth #LifestyleDesign #WealthEnhancement #Podcast #PersonalFinance #LifePlanning #WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry #jillianjohnsrud For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

We sit down with Jeff Perry, CRO at Carta, to explore how growth leaders redefine success when capital tightens, buyers get smarter, and AI reshapes cost structures.  We unpack how growth has changed, why IPO-ready now means post-IPO durable, and how Carta scaled from a cap table tool to an ERP-like platform for private capital while staying efficient and customer-first. Jeff shares concrete tactics for moving upmarket, using AI wisely, and building teams that perform under pressure.• redefining fast growth and IPO readiness in private markets• evolving from SMB velocity to enterprise endurance• expanding from cap tables to fund admin and private credit• measuring meetings as a leading productivity indicator• using curated events and customer proofs over vanity metrics• aligning sales, marketing and product around shared pipeline• adding K-1 tax and LP data products to deepen value• AI as a force for 10x productivity, not headcount cuts• disciplined acquisitions to accelerate the CFO ERP vision• leadership choices: pausing sales, saying no when not readyIPO dreams used to hinge on hitting 100 million ARR. That world is gone.  Jeff takes us from Carta's earliest days digitizing stock certificates to building a networked platform that now powers cap tables, fund administration, LP data, and private credit—an evolving ERP for the office of the private capital CFO.We dig into the hard pivots after the 2021 surge: why “more capacity” stopped working, how meetings per AE became a reliable leading indicator, and where curated events and customer-led storytelling outperform saturated digital tactics. Jeff explains the move upmarket into venture and private equity, the new enterprise seller profile it requires, and the partnership with marketing to identify real switching intent. He also shares how acquisitions like Accelex and Sirvatus support an end-to-end vision across funds, LPs, and loan servicing.AI looms large throughout. Jeff contrasts application-layer SaaS with AI-native companies carrying heavy compute costs, and why that bifurcation changes CAC, payback, and headcount plans. Rather than using AI to cut roles, he shows how Carta uses it to 10x productivity—accelerating RFPs, territory coverage, and performance workflows—while standardizing experiments so wins become reusable process. Along the way, we unpack bold leadership choices: pausing sales to protect implementation quality, and walking away from a marquee IPO transition when the product wasn't ready.If you care about efficient growth, enterprise GTM, and building products that compound value across a connected market, this conversation delivers practical playbooks and memorable lessons on performing under pressure. Follow, share with a teammate, and leave a quick review to help more operators find the show.Jeff Perry: https://www.linkedin.com/in/jeff-perry-380233/Jeff is a proven revenue superstar, whose career journey spans Oracle and DocuSign.  Under his leadership as CRO at Carta, Carta's annual recurring revenue scaled from approximately $20 million ARR to $450 million ARR. Jeff attended Santa Clara University where he received a B.S. in Political Science and where he also played NCAA baseball.Website: https://www.position2.com/podcast/Rajiv Parikh: https://www.linkedin.com/in/rajivparikh/Sandeep Parikh: https://www.instagram.com/sandeepparikh/Email us with any feedback for the show: sparkofages.podcast@position2.com

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business owners through retirement planning, succession strategies, and financial wellness. We dive into the critical topics of “Title” protection for financial planners and why legal and regulatory standards matter for the profession. Next up is an engaging conversation about “Exit Planning” for business owners, including how to unlock wealth, create liquidity, and align business decisions with personal goals. #FinancialPlanning #ExitPlanning #BusinessOwners #SuccessionPlanning #CFP #CEPA #WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry #paulbrahim #wealthenhancement For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Compelling Reasons You Need a Financial Advisor This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, “Why I Have a Financial Planner,” Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Together, Jeff and Russ explore the value of getting a second opinion on major financial decisions, the importance of stress-testing your retirement plan, and the different compensation models in the financial advisory world. They also offer practical advice on how to evaluate a financial advisor, including the three essential questions every investor should ask. Whether you are managing your own finances or considering professional guidance, this episode offers insights that could help you uncover blind spots and make more confident decisions about your financial future. #FinancialPlanning #WealthManagement #JeffPerry #RussBall #ChristineBenz #FinancialPlan #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #FinancialAdvisor To read Christine Benz' article, click the link below: https://www.morningstar.com/personal-finance/why-i-have-financial-planner  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.

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!

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.

Picture this: You have a good engineering job. You make decent money. Your family is fine. So, why do you feel unsatisfied with your life and career?

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...

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.

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.

When Bloodworks' chief financial officer Bob Gleason retires in June, he will leave an already-cemented legacy as a values-driven finance maestro.  Bob has set a high bar, and Bloodworks looked far and wide for a business leader who could match his standards and finesse. And now, Bloodworks is excited to welcome Jeff Perry  into the CFO role. Bloodworks 101's Helen Pitlick sat down with Jeff to get to know him a little better and learn more about what he has planned for Bloodworks. 

Introduction In this insightful episode, I had a great conversation with Jeff Perry, author of "Intentional Engineer" and the host of the "More Than Engineering" podcast. Together, we explore the dynamic landscape of career development, technical leadership, and personal growth in the world of technology. Jeff shares his wealth of experience and expertise, offering practical advice on building a successful engineering career with intention. From the nuances of technical leadership to fostering a positive organizational culture, Jeff dives deep into the key elements that contribute to professional excellence. Discover strategies for engagement and retention, insights into crafting a compelling personal brand, and the importance of mindset enhancement for thriving in the fast-paced tech industry. Jeff also addresses the challenges faced by technical leaders and provides actionable tips for overcoming them. Whether you're a seasoned professional or an aspiring engineer, this episode is a treasure trove of wisdom that will inspire you to approach your career with intentionality and purpose. Join the conversation and gain valuable insights that will propel your journey toward success in the ever-evolving world of tech. Tune in and embark on a transformative exploration of engineering excellence with Jeff Perry. About our guest: Jeff Perry is the author of Intentional engineer. You can find him on LinkedIn. Sponsor: BetterHelp offers patients access to counselors and therapists through private online live chat, phone and video conferencing and is the world's largest counseling service. An extensive study by the Berkeley Well-Being Institute found BetterHelp to be as effective as face-to-face counseling. --- Send in a voice message: https://podcasters.spotify.com/pod/show/thecareerevangelist/message

It's easy to follow an opportunistic path with your career, taking what gets handed to you and making the best of it. But your career becomes more rewarding when you become more intentional. Getting clarity on how you need your job to align with your life is the most important first step, says Find Your Dream Job guest Jeff Perry. Jeff suggests focusing on what you want in a job rather than what you want to get away from. Jeff reminds us that we each have the ability to make choices. Don't be at the mercy of others when it comes to your career; be intentional with what works for your life and needs. About Our Guest: Jeff Perry (http://linkedin.com/in/jeffcperry) is a leadership and career expert who works with individuals, teams, and organizations. Jeff also hosts The Engineering Career Coach Podcast. (https://podcasts.apple.com/us/podcast/the-engineering-career-coach-podcast/id724048690) Resources in This Episode: Grab your copy of Jeff's book, “The Intentional Engineer: A Guide to a Purpose-Driven Life and Career For Engineers and Technical Professionals.”  From our Sponsor: Find Your Dream Job is brought to you by TopResume.(http://macslist.org/topresume) Top Resume has helped more than 400,000 professionals land more interviews and get hired faster. Get a free review of your resume today from one of Top Resume's expert writers. (http://macslist.org/topresume)  

What's the customary 5th Anniversary gift? Apparently… WOOD! So we wrangled our favorite sawmill owner/operator of LA's Angel City Lumber, Jeff Perry – who rescues downed street trees from the chipper and turns them into beautiful planks, boards, stumps and chonks. We cover everything from forest management to 2x4s, wood grain, burls, bog logs, sawdust, tree disease, asparagus tips, salvaged lumber, kiln drying, Westward expansion, Indigenous forest management, cedar whiff, and how working with wood changes your relationship to death. Angel City Lumber website: https://www.angelcitylumber.com/Donations went to MotherTreeProject.org via this linkOther episodes you may enjoy: Bryology (MOSS), Dendrology (TREES) Encore, Mycology (FUNGI), Indigenous Fire Ecology (GOOD FIRE), Carobology (NOT CHOCOLATE TREES), Nephology (KIDNEYS)Sponsors of OlogiesTranscripts and bleeped episodesSmologies (short, classroom-safe) episodesBecome a patron of Ologies for as little as a buck a monthOlogiesMerch.com has hats, shirts, masks, totes!Follow @Ologies on Twitter and InstagramFollow @AlieWard on Twitter and InstagramSound editing by Jarrett Sleeper of MindJam MediaTranscripts by Emily White of The WordaryWebsite by Kelly R. DwyerTheme song by Nick Thorburn