Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. The trio digs into why many married women are not involved in the personal finance and
investment decisions of their household and the risks associated with such
disengagement. For more information about Dr. Mattia, see the link below:

https://www.moneymatriarchs.com/

For more information or to reach Chris Boyd or Jeff Perry, click the following link:

https://www.wealthenhancement.com/s/advisor-teams/amr

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you
will likely be spending in retirement. The pair begins the conversation with the age-old
rule that retirees only need 80% of their pre-retirement income in retirement. Chris and
Jeff explore the “retirement smile” and how it can be a good predictor of retirement cash
flow. More than just a podcast about money, Chris and Jeff discuss the various ways
many retirees over and under spend their expected retirement funds. Chris puts the entire
episode into why having an annual review with your financial planner is critical to
staying on course in retirement.
For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Family Planning – not what you are probably thinking? – Families talk about finances
in different ways. Some are incredibly open about the realities of their financial
situations; some only discuss it when they need to; others consider talking about money
as off-limits. If your family isn’t having open and honest conversations about finances
and wealth, it’s time to reevaluate. Chris Boyd and Jeff Perry dig into these issues and
more as they offer their commentary and advice on including family members in your
financial and estate planning. See related article linked below:

https://www.wealthenhancement.com/s/blog/empowering-your-future-financial-planning-
for-parents-with-adult-children-MC2WSGEA7ZQVCOXA2OJ5DP3ZAQPA

For more information or to reach Chris Boyd or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr