Best Divorce Mortgage Planning Podcasts (2024)

1
Why we ask the questions we ask 34:11

1h ago34:11

34:11

Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the “getting to know you meeting” and follow up document gathering. Subjects covered inclu…

1
Estate Planning 28:27

1h ago28:27

28:27

Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and Roth Conversions. Att…

1
Keeping Your Business in a Divorce 7:51

8h ago7:51

7:51

In this episode, our Arizona divorce attorneys discuss the intricacies of retaining a business during a divorce in Arizona. Divorces in Arizona can often be highly contentious, making it essential to have an experienced family lawyer by your side. The experienced divorce attorneys at My Arizona Lawyers offer free phone consultations to discuss your…

1
Is Money the Main Concern of Retirement? 44:50

7h ago44:50

44:50

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial aspects of retirement planning, including deciding how you will allocate new found time in retir…

1
Planning for College-Cozy Whitman 42:02

4d ago42:02

42:02

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid (FAFSA) will not be available on the scheduled date of October 1 st . Topics covered during the podcast…

1
New RMD Rules are here 48:59

1d ago48:59

48:59

New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advice on different strategies for Required Minimum Distributions (RMD) from retirement accounts. After reviewing the new regulations, Chris and Jeff talk a…

1
Does Filing For Bankruptcy Target Your Disposable Income? 6:30

4d ago6:30

6:30

In this episode of our podcast, our bankruptcy lawyers delve into the treatment of your income and assets during a bankruptcy filing. The bankruptcy attorneys at My AZ Lawyers are ready to help you determine the best bankruptcy filing to get the maximum debt relief possible. We’ll review your finances and talk to you about your goals for bankruptcy…

1
So Much in the News- Should investors worry? 43:21

13d ago43:21

43:21

So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted. Chris Boyd and Jeff Perry dig into several items in the news this past week, including growing tensions between Israel and Iran, increased stock marke…

1
Chris & Brian review the outlook for risk and opportunities 37:47

9d ago37:47

37:47

In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more diversified approach, including Small Caps, Utilities, and buffered risk str…

1
Social Security ins and outs Part 2 with Marcia Mantell 40:11

11d ago40:11

40:11

Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement rejoins the program with Chris Boyd and Jeff Perry for a continuing conversation on the topic of Social Security. The trio starts out with an explanation of how Social Security benefits are calculated. Chris and Jeff present a series of special circumstances and how t…

1
ERISA and Medicare with Marcia Mantell 50:04

23d ago50:04

50:04

ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris Boyd and Jeff Perry. The segment starts off with the recognition that the Employee Retirement Income Security Act of 1974 (ERISA) is about to turn 50 years old! Marcia outlines the history and goals of ERISA. The conversation turns to a detailed review of the Medica…

1
How The End Of Mortgage Forbearance Will Impact Bankruptcy Filings 7:55

29d ago7:55

7:55

In this episode, we delve into the aftermath of mortgage forbearance and its impact on bankruptcy filings. Remember, when dealing with forbearance and bankruptcy, you should reach out to Arizona's leading bankruptcy law firm: My AZ Lawyers. To learn more about the benefits of bankruptcy, and receive a quote for Chapter 13 plan payments and legal re…

1
Investment Fallacies 30:01

26d ago30:01

30:01

Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth conversation about a variety of financial planning beliefs (which may or may not be true), including the pending demise of Social Security, lower expected equity/stock returns, the limits of ind…

1
Episode 18 | Offering Tangible Value: How Meaningful, Impactful Advice Creates Positive Client Outcomes 35:39

1M ago35:39

35:39

In this episode of the Just Covered podcast, Hazel and Wayne meet Senior Financial Consultant, James Hindley from Embrace Financial. During the conversation, James reflects on a lifetime selling protection and critical illness cover - including how he harnessed his skills, knowledge, and adept understanding of the industry. He also discusses his en…

1
How likely are you to need Long-Term Care? 35:09

1M ago35:09

35:09

How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the data on the average incidence and duration of long-term care needs and who is most likely to have a severe, sustained, long-term care incident. During this episode, Chris and Jeff review a recent article from Morningstar (see link below) which outlines the likelihood …

1
Which of these things doesn't belong 41:35

1M ago41:35

41:35

Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)? Chris Boyd and Jeff Perry outline in detail the various categories of investments that are not allowed to be inside an IRA. The conversation turns to a detailed dialogue of investments that may b…

1
Can I File Bankruptcy In Arizona Without My Spouse? 9:36

1M ago9:36

9:36

In this episode, we'll delve into Arizona's Community Property Laws and explore situations where filing for bankruptcy individually could prove advantageous. If you need guidance with the bankruptcy process, reach out to the experienced bankruptcy attorneys at My AZ Lawyers in Arizona. We will keep you apprised each step of the way, so that you and…

1
Including family in your financial planning 32:14

1M ago32:14

32:14

Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial planning, estate planning, and help that may be needed from the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal story a…

1
Inflation falling, markets rising 32:44

1M ago32:44

32:44

Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is impacting markets and the Federal Reserve’s posture on interest rates. Jeff summarizes recent stock market returns and reviews the AAII Investor Sentiment Survey (see links below) and Chris commen…

1
Lessons from the Morningstar Investor Conference 30:40

2M ago30:40

30:40

Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legendary investor Mario Gabelli. Chris goes on to share what he took away from Morningstar’s CEO Kumal Lapoor’s comments at the Conference which in part pre…

1
First half review of the markets for 2024 32:15

2M ago32:15

32:15

First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The conversation turns to a detailed analysis of Nvidia returns, including a history of the company and an outlook for other companies in the semiconductor industry. Chris asks Brian about his ou…

1
Misconceptions about your Money 34:00

2M ago34:00

34:00

Misconceptions about your Money – Chris Boyd and Jeff Perry explore common misconceptions about money that can put your retirement plan in jeopardy. The conversation starts out with diversification dangers of single stock investing. Chris offers specific examples of mistakes people make and offers some guidelines to consider. Jeff warns listeners t…

1
Retirement: Income & Taxes 34:02

2M ago34:02

34:02

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and emotional reasons that retirees continue to work beyond the typical retirement age. The conversation continues with a detailed dialogue about how working before and after Social Security…

1
Gary Quinzel on Markets, Economy, and Election 25:13

2M ago25:13

25:13

Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement Group. Gary offers his commentary on the recent strength of the stock market and economy, including digging into recent inflation data and the direction of interest rates. Jeff Perry joins and a…

1
Behavioral Wealth and Personal Finance 46:08

2M ago46:08

46:08

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how financial planners can best serve their clients. Cohen and Wendell explain how the qualitative aspects of wealth management in a framework around emotional and behavioral components of …

1
Pensions 38:34

2M ago38:34

38:34

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of factors influence what is best for each individual. At the 25- minute mark the conversation moves to how the Massachusetts state and municipal pension …

1
Who Is Responsible For Your Bank Account After Your Death 6:55

2M ago6:55

6:55

In this episode, we explain who is responsible for your bank account after you pass away and share estate planning strategies for accessing funds after death. Remember, if you need assistance with understanding payable or transferable on death accounts, reach out to Arizona’s leading estate planning attorneys for guidance today. The experienced att…

1
Is Inflation Easing? 33:54

2M ago33:54

33:54

Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer Price Index and the Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian offers detailed commentary of the specifics beyond the headlines and which data poin…

1
Savings Strategies Every First-Time Homebuyer Needs To Know – Jun 11 56:00

2M ago56:00

56:00

Ron Siegel discusses local and national current events, politics, personal and business finance with a few mortgage tips along the way. A Southern California mortgage expert and bonafide political junkie, Ron Siegel delivers intelligent, entertaining radio that makes the hard news of the week easy to understand! Ron Siegel will discuss: Rate-and-te…

1
123. Create Your Summer Success Plan + Special Announcement 13:45

3M ago13:45

13:45

Create a summer that you love, EVEN IF you are in the middle of a divorce or dealing with a challenging co-parenting relationship! In this episode, Meg walks you through the 4 parts of creating a Summer Success Plan. Full episode show notes: https://meggluckman.com/podcast/123 Sign up for a Summer Success Plan Session here.…

1
Your House: How Does that Compare to Other Investments – June 10 56:00

2M ago56:00

56:00

Ron Siegel discusses local and national current events, politics, personal and business finance with a few mortgage tips along the way. A Southern California mortgage expert and bonafide political junkie, Ron Siegel delivers intelligent, entertaining radio that makes the hard news of the week easy to understand! Ron Siegel will discuss: Selling Sma…

1
Scams and Schemes with Bob Powell 38:13

2M ago38:13

38:13

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

1
“R” or “D” who is better for your portfolio? 31:21

3M ago31:21

31:21

“R” or “D” who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal government power is divided between the political parties? Chris Boyd reviews “Y- Chart” data with Jeff Perry for this engaging review of what really matters to investor performance. Chris and Jef…

1
How Often Can You File For Bankruptcy In Arizona? 6:52

3M ago6:52

6:52

In this episode, we will be offering a comprehensive guide to navigating bankruptcy in Arizona. We will delve into the frequency at which filing for bankruptcy is permitted, as well as explore the various options available to individuals post-bankruptcy. Remember, if you are wondering whether you can file for bankruptcy after a filling, get in touc…

1
EP: 38.24 - Marcia Zigler, CDLP® with Collaborative Attorney and Mediator, Diana Martinez. 31:13

3M ago31:13

31:13

Catch the latest episode of the Divorce Podcast! Host Marcia Zigler, CDLP®, interviews Collaborative Attorney and Mediator Diana Martinez on embracing mediation and collaboration during divorce to foster understanding, reduce conflict, and achieve a more positive outcome for everyone involved. More about Diana: Diana L. Martinez is a Family Lawyer …

1
122. Wills and Trusts After Divorce with Ted Schneck 34:51

3M ago34:51

34:51

The ins-and-outs of creating a post-divorce estate plan that takes care of the people & causes that are most important to you. Full show notes at https://meggluckman.com/podcast/122

1
The work-from-home stocks 21:09

3M ago21:09

21:09

The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom, Twilio, and Peloton. The trio discusses how each company exemplifies the highs and lows of pandemic-fueled growth and the challenges of sustaining momentum in a post- pandemic world. Brian offers h…

1
Feelings vs. Facts 29:21

3M ago29:21

29:21

Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial markets are struggling, Brian Regan joins Chris Boyd and Jeff Perry to talk about how the emotions/feelings of many clients do not match the data. Chris proposes a theory that much of this disconn…

1
EP: 37.24 - Karla Kyte, CDLP® with Pet Custody Specialist, Karis Nafte 23:02

3M ago23:02

23:02

Catch the latest episode of the Divorce Podcast as host Karla Kyte, CDLP®, interviews Divorce Custody Specialist Karis Nafte. Amidst the chaos of divorce, don't forget about the dog—loyal companions need love and stability too. More about Karis: Karis Nafte is the founder and owner of Who Keeps the Dog, Pet Custody Mediation. A Certified Dog Behavi…

1
EP: 36.24 - Amy Valdivia, CDLP® with Certified Divorce Coach, India Kern 30:06

2M ago30:06

30:06

Catch the latest Divorce Podcast episode! Host Amy Valdivia, CDLP®, interviews Certified Divorce Coach India Kerns on investing in yourself. Discover how to navigate your journey and reclaim peace of mind with a divorce coach. Don't miss it! More about India: In divorce, it's common for one person to struggle more. India Kern, a Certified Divorce C…

1
EP: 35.24 - Erin Bishop, CDLP® with Jessica Simmons, CDFA 15:54

2M ago15:54

15:54

Tune in to the latest Divorce Podcast episode with host Erin Bishop, CDLP®, interviewing Certified Divorce Financial Analyst Jessica Simmons on prioritizing your children, finances, and home for the best possible outcome. More about Jessica: Divorce is an intense emotional process, and having a Divorce Financial Specialist who understands both the …

1
EP: 34.24 - Adam Coleman, CDLP® with Divorce and Mediation Coach, Kelly Myers 27:53

3M ago27:53

27:53

Catch the latest episode of the Divorce Podcast with Host Adam Coleman, CDLP®, as he chats with Divorce and Mediation Coach Kelly Myers. They discuss defining post-divorce goals, staying committed, healing, self-growth, and building a brighter future. More about Kelly: Kelly Myers is a dedicated professional with extensive training in communication…

1
121: Starting A Business After Divorce with Brenda Rigney 39:57

3M ago39:57

39:57

I love sharing stories of folks who navigated their divorce & co-parenting in a unique way. Brenda sure did that, always keeping her eye on what she wanted her future to look like. This week's guest Brenda Rigney shares her story of leaving a corporate career, starting a new business, and navigating divorce, all while raising two kids. Full show no…

1
EP: 33.24 - Marc Meglio, CDLP® with Family Law Attorney, Matthew Dolan 12:57

3M ago12:57

12:57

Tune in to the latest episode of the Divorce Podcast, hosted by Marc Meglio, CDLP®, as he interviews Family Law Attorney Matthew Dolan on how trust and open communication are essential for maintaining control over your divorce proceedings and achieving a satisfactory outcome. More About Attorney Dolan: Matthew F. Dolan is a lifelong resident of Con…

1
Memorial Day Weekend and In the News 27:05

3M ago27:05

27:05

Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the Cape Cod Cares for the Troops event happening on Sunday, May 26 th (see link below) as they outline the excellent work done by Michelle and Dylan DeSilva. Chris and Jeff next discuss that de…

1
Duffy Health Center Update 24:08

3M ago24:08

24:08

Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy’s efforts to prevent and serve the homeless individuals and families on Cape Cod. Heidi shares a personal announcement of her upcoming 2025 retirement and offers her thoughts on recent data concerning the scope of homelessne…

1
Best Night - Cape Cod 26:45

3M ago26:45

26:45

Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for being recognized with the Visionary Award from the Cape and Islands United Way. Chris outlines the various efforts the United Way provides funding and services. Bert next answers Chris’s ques…

1
What is it worth? The Value of an advisor 25:00

3M ago25:00

25:00

What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selectin…

1
EP: 32.24 - Amy Valdivia, CDLP® with Divorced Homeowner, Jamie Christensen 41:38

3M ago41:38

41:38

Tune in to the latest episode of the Divorce Podcast by the Divorce Lending Association! Join host Amy Valdivia, CDLP®, as she interviews Jamie Christensen, a divorced homeowner, about her journey through divorce. Discover valuable insights and personal experiences that can help you navigate your own path. Don't miss it! #DivorcePodcast #DivorceSup…

1
8 Ways to become poor in your Retirement 21:47

3M ago21:47

21:47

8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in their retirement years (see link below). Having too much consumer debt, starting social security too soon, having too much house, not having a realistic budget, and selling your investments at th…

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Divorce Mortgage Planning Podcasts

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