Best Divorce Mortgage Planning Podcasts (2024)

1
Divorce, division of assets, and time management for new financial planners 37:29

19h ago37:29

37:29

Dan and Emily discuss divorce and the necessity of working with professionals through the process, how to divide one of the largest financial assets many households have during a divorce, and wrap up with a discussion on time management and how time is spent at the start of a financial planning career.…

1
Why Investors Missed Out on 15% 29:10

19h ago29:10

29:10

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture…

1
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets 39:26

3d ago39:26

39:26

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designi…

1
Dark Side of Private Lending: Scams, Ponzi Schemes, and Investor Nightmares 41:22

7d ago41:22

41:22

In this episode, mortgage agent Reshma Shaik discusses the dark side of private lending, focusing on Ponzi schemes and financial scams that have affected many investors. Elizabeth explains why these scams occur, touching on common mistakes such as over-leveraging, inadequate due diligence, and lack of financial oversight. They emphasize the importa…

1
EP: 39.24 - Jason Gordon, CDLP® and Rhonda Noordyk, CDFA 54:16

9d ago54:16

54:16

In this episode of the Divorce Podcast by the Divorce Lending Association, Certified Divorce Lending Professional (CDLP®) Jason Gordon interviews Rhonda Noordyk, CDFA®, a well-respected divorce financial strategist known internationally for pioneering a path for women to navigate the financial complexities of divorce. Together, they dive deep into …

1
Federal Reserve rate cuts, dos and don'ts for your first home, and stock market vs. real estate. 43:17

8d ago43:17

43:17

Dan and Daniel discuss the impact of the Federal Reserve's "upcoming" (now passed) reserve rate cut. They then discuss the financial do's and don'ts of preparing to buy your firm home. They then wrap up what to do with extra savings: should you be investing in the stock market or real estate? The answer might surprise you.…

1
The Fed, Interest Rates, and the Market 33:00

8d ago33:00

33:00

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it may be telling investors. Brian also responds to Jeff’s questions regarding fixed in…

1
Planning Retirement Income 40:11

12d ago40:11

40:11

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement inc…

1
Reverse mortgages, the upcoming election, and credit card points 32:15

15d ago32:15

32:15

Dan and Emily discuss how reverse mortgages work and where they're helpful or harmful, then how the upcoming election (won't) affect the market, and finally they discuss credit card points.By MY Wealth Planners

1
What’s moving the markets now? 38:19

15d ago38:19

38:19

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcom…

1
Start Fresh With Record Sealing In Arizona 9:51

17d ago9:51

9:51

In this episode, we’ll explore how our top-rated criminal defense attorneys, experts in record sealing, can assist you in sealing your Arizona criminal record, helping you take the next step toward a fresh start. The experienced Arizona criminal defense attorneys from My AZ Lawyers have the skills set necessary when you’re looking to seal your reco…

1
Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan 43:34

18d ago43:34

43:34

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a compr…

1
Is Your Retirement Plan Truly Future-Proof? What Most People Get Wrong About Financial Planning 27:23

21d ago27:23

27:23

In this episode, Reshma sits down with Alynn Godfroy, an experienced financial advisor who specializes in retirement planning. Alynn shares her expertise on when to start thinking about retirement, the importance of saving early, and how to navigate through the complexities of retirement savings plans. Alynn and Reshma dive deep into topics such as…

1
Will social security last, can you take money out before 59 1/2, and how to pay for long term care 30:29

24d ago30:29

30:29

Dan and Daniel discuss the potential funding shortfall for Social Security in 2035. Daniel then asks under what conditions you can distribute retirement funds before reaching the fabled 59 and a half. They wrap up on the topic of how to pay for long term care expenses.By MY Wealth Planners

1
Aging Plans with Annalee Kruger 44:08

22d ago44:08

44:08

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed. Topics covered include “Red Flags” that family members should look for with aging family members, when and how…

1
Wage Garnishment 101 8:55

26d ago8:55

8:55

In this episode, we’ll break down everything you need to know about wage garnishment in Arizona, including how it works and the steps you can take if you find yourself in this situation. Remember, time is critical if you're facing wage garnishment. Consult with the experienced attorneys at My AZ Lawyers to explore the best options for your situatio…

1
International Day of Charity 39:31

26d ago39:31

39:31

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Ch…

1
The experience of becoming a financial planner 22:32

1M ago22:32

22:32

Daniel interviews Emily about her first year working in a financial planning firm, including everything from her interview experience to learning about financial planning and studying for her Series 65 licensing exam.By MY Wealth Planners

1
Alphabet Soup 37:37

1M ago37:37

37:37

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United States decision on unrealized gains being taxable, and the new rules on how listing and buyer real…

1
Take a moment, step back, and ask how do I want to be remembered? 27:04

1M ago27:04

27:04

Take a moment, step back, and ask how do I want to be remembered? While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd and Jeff Perry share experiences and clie…

1
Understanding the Impact of Interest Rate Cuts on Toronto's Real Estate Market 2024 8:00

1M ago8:00

8:00

Wondering how the Bank of Canada's rate cuts could impact your next move in the Toronto, GTA real estate market? what it means for homebuyers and sellers. From a shifting buyer’s market to the timing of your decisions, this episode is your go-to guide for navigating these changes. Whether you’re ready to act or still weighing your options. https://…

1
401k or IRA after the match, should you buy whole life insurance, and foreign assets. 38:05

1M ago38:05

38:05

Dan and Daniel discuss whether you should max out your 401(k) after you've hit your employer's match or should fund an IRA. They they discuss whether younger folks should buy a whole life policy and why they're sold them so often. Finally, foreign investments: Assets or albatross?By MY Wealth Planners

1
Why we ask the questions we ask 34:11

1M 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

1M 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

1M 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
Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic? 44:18

1M ago44:18

44:18

Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?…

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

1M 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

2M 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
Planning for after college, workplace benefits, and complexity as job security 39:35

2M ago39:35

39:35

Dan and Daniel discuss how to plan for life after college and what can lead to a failure to launch for some graduates, what to look for in workplace benefits when comparing opportunities, and the problems with financial planners using complexity as job security.By MY Wealth Planners

1
New RMD Rules are here 48:59

2M 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

2M 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

2M 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
Career surfing, teaching kids finance, and identity theft 35:53

2M ago35:53

35:53

Daniel and Emily discuss the pros and cons of switching jobs to increase income and advance your career, some of the common benefits and drawbacks of using various financial products to teach kids finance, and the concerns that arise when identity theft is a risk.By MY Wealth Planners

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

2M 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

2M 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
Job hunting, unconventional relationships, and filial responsibility 30:43

2M ago30:43

30:43

This week Dan and Emily discuss holding out for a better job or simply taking what's available when job hunting, how members of unconventional relationships can adjust their financial planning, and the risks posed by filial responsibility laws for members of your family.By MY Wealth Planners

1
ERISA and Medicare with Marcia Mantell 50:04

2M 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

2M 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

2M 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
Starting a career in financial planning, why credentials matter, and professional trust 34:10

2M ago34:10

34:10

Dan and Daniel discuss the hurdles and difficulties of starting a career in financial planning, why credentials matter when seeking out a financial planner, and what it takes to build trust in a professional.By MY Wealth Planners

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

2M 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

3M 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

3M 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
Teaching financial literacy, FIRE, and the election's impact on the market 28:38

3M ago28:38

28:38

Dan and Daniel discuss the absence of financial education in K-12, the FIRE financial philosophy, and the election's (lack) of impact on the market.By MY Wealth Planners

1
Including family in your financial planning 32:14

3M 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

3M 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
Being an executor, shopping home and auto insurance, and should you rent or buy when relocating? 32:37

3M ago32:37

32:37

This week Daniel and Emily discuss being the executor for someone's estate, when and why you should shop your home and auto insurance, and whether you should rent or buy when relocating to another part of the country.By MY Wealth Planners

1
Lessons from the Morningstar Investor Conference 30:40

3M 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

3M 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
DIY Financial Planning, tax preparation vs. tax planning, and reverse mortgages 32:11

3M ago32:11

32:11

This week, Dan and Daniel discuss some basics of DIY finance, the differences between tax preparation and tax planning, and reverse mortgages.By MY Wealth Planners

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Divorce Mortgage Planning Podcasts

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