Podcast appearances and mentions of jeff perry

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  

Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff's recent article linked below. While there is not a single solution that is likely to address Social Security's funding challenges on its own, there are many potential approaches to the looming reduction in benefits. To gain the public and political support needed, a combination of strategies to both increase revenue and contain cost reductions will likely be needed. There is no doubt that implementing meaningful long-lasting changes to Social Security will require public support and political courage. Whether or not President Trump and Congress will touch the “third rail” of politics or “kick the can down the road” is anyone's guess. For the survival of Social Security as we know it, let's hope reform is sooner rather than later. While you might not prefer some of the options discussed, Jeff and Russ make a compelling case that doing nothing is not a good plan. #FinancialPlanning #WealthManagement #SocialSecurity #JeffPerry #RussBall #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance Click the link below to review Jeff's article on Saving Social Security: https://www.wealthenhancement.com/node/139041 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Keys to a Successful Retirement. Together, they explore the emotional and psychological journey of retirement and what happens after you hit your financial goals. Fritz shares insights from his own experience and research, including the four phases of retirement, the surprising link between retirement and depression, and how identity, purpose, and relationships play a critical role in a fulfilling post-career life. Whether you are nearing retirement or advising someone who is, this conversation offers valuable guidance on preparing for the non- financial aspects of the transition. #RetirementPlanning #PurposeInRetirement #FritzGilbert FinancialPlanning #TheRetirementManifesto #FinancialFreedom #LifeAfterWork #RetirementTransition #IdentityAndPurpose #KeysToRetirement https://www.theretirementmanifesto.com/retirement-success/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

Who You Gonna Call? ... Not Ghostbusters 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. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple “Who to Call” list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #LegacyPlanning Click the link below to review the recent episode with the Digital Wrangler: https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7 p9dcRTLuyB3N6&index=69 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or long-held business equity, these situations can create significant tax and portfolio risk. The team explores smart strategies to manage exposure, reduce volatility, and navigate tax implications without necessarily selling. This episode is a must-listen for investors facing concentrated positions or advisors helping clients preserve wealth while minimizing tax burdens. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk #WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging #AssetAllocation

In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. From pension maximization strategies to hybrid long-term care solutions, they explore how retirees can protect their loved ones, preserve wealth, and manage healthcare risks. Whether you are nearing retirement or advising those who are, this conversation offers essential insights into modern insurance planning. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #RetirementPlanning #LifeInsurance #PensionMaximization #LongTermCare #HybridLTC #WealthPreservation #FinancialWellness #InsuranceStrategies #EstatePlanning #FinancialPlanning

The 0.01% Rule and Why Upward Mobility Feels Out of Reach In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio explores how it can help you make quick, confident financial decisions without overthinking. But the conversation doesn't stop there. Brian attempts to explain why so many young Americans feel stuck in their standard of living, the generational and structural challenges that shape financial choices, and the trade-offs families face when balancing childcare, housing, education, healthcare, and career opportunities. Whether you're early in your career, approaching retirement, or somewhere in between, this episode offers perspective, strategies, and a reminder that financial planning is as much about values as it is about numbers. #PersonalFinance #MoneyTips #FinancialPlanning #WealthBuilding #UpwardMobility #GenerationalWealth #EconomicTrends #LifeChoices #RetirementPlanning #FamilyFinance #CostOfLiving #MoneyMindset To read Brian's article, click the link below: https://www.linkedin.com/pulse/why-economic-vibes-off-brian-regan-cfa-mba-fbi0e/   For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

From Highs to Headwinds: Navigating the Economy's Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwinds” that could challenge today's market highs. From the ripple effects of tariffs and their $800B impact on consumers, to the economic consequences of shifting immigration patterns, student loan repayments, and rising wages, the conversation dives deep into the data, the Fed's balancing act, and the looming question of recession risk. Whether you're an investor, business owner, or simply curious about where the economy is headed, this episode offers a grounded, data-driven look at the forces shaping our financial future. #Economy #Markets #Investing #Tariffs #Inflation #RecessionRisk #FederalReserve #EconomicOutlook #PortfolioManagement #FinancePodcast #MarketAnalysis #InterestRates #EconomicHeadwinds #Headwinds #WallofWorry #FinancialPlanning #Investing For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far beyond cryptocurrency, our guest explains how every email, social media profile, cloud storage, and even auto-ship subscriptions form part of your digital estate. Kate walks us through real-world examples, from photos saved on your phone to streaming services tied to your account and explains why it is critical to think about who can access your devices when you are no longer able. We also tackle the sticky challenges of incapacity: durable powers of attorney, the limitations of terms of service agreements, and the conversations you need to have now to spare your family headaches later. By the end of this episode, you will have a clear roadmap for making an inventory of your digital footprint, designating trusted contacts, and weaving your online life into your broader estate plan. #FinancialPlanning #DigitalLegacy #DigitalAssets #EstatePlanning #TechTalk For Kate's freebie (My Estate & Life Organizer), click the following link: https://www.thedigitalwrangler.com/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

In the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down the recent antitrust remedy imposed on Google and what it means for the internet search monopoly, AI partnerships and exclusive contracts. Then, they dive into the new “Genius Act” framework for stablecoins, exploring how backed digital dollars, smart contracts and blockchain validators could transform cross-border payments and usher in real-world revenue streams. The episode concludes with a fast-paced enthusiastic exchange of various news items related to presidential power. #GoogleAntitrust #StablecoinRegulation #FintechNews #BlockchainInsights #DigitalAssets #IntheNews #FinancialPlanning #PresidentialPower For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

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

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.

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.