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Introducing India’s first ever, The Pension Podcast, an initiative by PensionBox - Take control over your retirement future now!The Pension Podcast embarks the emergence of the Pension Movement and assures the retiree’s to find their financial security and peace of mind at their own comfort!With apt information and insights on how the Pension Movement impacts the future, let The Pension Podcast advance your retirement planning now!
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Trustees and Defined Contribution pensions scheme managers have a duty to help deliver the best outcomes for members. So this year we focused our Defined Contribution survey on their concerns, their obstacles, and how they can best approach the future. Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to d ...
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Build and Exit

Julie Wilkinson

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As a chartered management accountant by trade, I uncovered my true potential at 37, moving from a well-paid corporate job to building my own accounting and consultancy firm. Having worked on 5-10 acquisitions or business exits each month for clients, I understand the key challenges business owners face, including getting the real value they want for their business, whilst having the right controls and processes in place so the business can run independently of the owners. The Build and Exit ...
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Jamie Schmale started his career covering news, municipal politics, and sports on FM Radio. Now, after entering politics he takes his seat behind the mic as host of Canada’s Conservative Podcast. Sit down with us and our host as we unpack Canada’s hottest topics, current events and discuss policy on the Blueprint.
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This podcast is designed to help people make money matters more understandable and straightforward. Financial planning and wealth management can be daunting at times and each week we take you through a series of topics designed to give the listener guidance on a range of financial matters. The podcast features Phil Anderson who owns and runs a financial advisory firm in the north and north-east of Scotland. Phil previously worked as a financial adviser and he loves helping people. Phil share ...
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The Month in Pensions discusses the latest developments in the UK pensions world with insight from the Pensions team at international law firm Gowling WLG. NOT LEGAL ADVICE. Information made available on this website in any form is for information purposes only. It is not, and should not be taken as, legal advice. You should not rely on, or take or fail to take any action based upon this information. Never disregard professional legal advice or delay in seeking legal advice because of someth ...
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"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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A monthly UK pensions law podcast placing a spotlight on key developments that could affect your scheme. CPD may be available. The podcasts are an overview of the law. How the law will apply in any particular case will depend on the individual circumstances. Listeners should seek legal advice if any of the matters discussed are relevant to a specific issue or concern.
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A monthly UK pensions law podcast placing a spotlight on key developments that could affect your scheme. CPD may be available. The podcasts are an overview of the law. How the law will apply in any particular case will depend on the individual circumstances. Listeners should seek legal advice if any of the matters discussed are relevant to a specific issue or concern.
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Managing HR operations is easy if done in the right manner. HR operations consist majorly of recruitment, onboarding, payroll management, performance management systems, labour law compliance etc. Given an unstructured HR function, managing these HR functions is a daunting task. But with the right policies, processes, checklists and MIS you can make your payroll service simple. How does this help? You can rely on the process and not the people managing it. This will reduce your dependence on ...
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The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
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What’s the worst thing that could happen during an acquisition? Up there at the top must be finding fraud from the seller. Kemi Egan is my guest in this episode, and she found just this during one of her acquisitions. A seller was using a fraudulent pension scheme discovered by HMRC. Even then during the legal process the seller, and their defence …
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They’re looking out for their pensions! In the height of the Government’s unpopularity and with every attempt to save their electoral fortunes going nowhere, they’ve introduced Bill C-65, The Electoral Participation Act, as a last-ditch effort to raid the cookie jar before Canadians head to the polls in the next election. Watch and listen as my gue…
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We delve into salary exchange schemes for electric vehicles, highlighting how these enable employees to drive electric cars while saving on taxes and reducing their carbon footprint. We explore the financial benefits for both employees and employers, the positive environmental impact, and share insights from industry experts Darren Woodall and Mich…
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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…
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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…
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We’re back with another installment of the Good, the Bad, and the Ugly! After another long and hard-fought Parliamentary session that is now in the books, let’s take a closer look at some of the most memorable moments and highlight what 2024 has had to offer (so far). Watch and listen as Tom Kmiec and Kelly McCauley join me on this special segment …
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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…
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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 …
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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 …
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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…
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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…
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Many sellers have no idea how resilient their business is going into the sale. This can massively impact the final valuation of the business, but you can avoid this if you have things set up the right way to sell. In this episode I am joined by Al Zucker a Lawyer that helps entrepreneurs and firms raise, acquire and exit successfully. He has seen a…
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“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…
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Just last week, the House of Commons voted in favour of common sense legislation, introduced by MP Blaine Calkins, in Bill C-368 An Act the Amend the Food and Drugs Act (Natural Health Products). This Bill has now passed its 2nd reading and will now proceed to committee for further study. Watch and listen as we discuss the Government’s obsession wi…
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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…
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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…
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June 2024 – An International Pensions PerspectiveIn this podcast Aon’s Jennifer Michel and John Harney are joined by colleagues Saffron Sweeney, Head of Aon’s Wealth Solutions for the Pacific Region and Colin Haines, Aon’s Chief Commercial Officer for EMEA Wealth Solutions to discuss what we can learn from the pensions systems outside the UK.You wi…
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Our nation, the envy of the world to many, is going hungry. Food Bank Canada’s 2024 Poverty Report Card shows that almost 50% of Canadians feel financially worse off compared to last year while 25% of Canadians are experiencing food insecurity. With millions of Canadians putting their grocery bill on their credit cards, time has long passed to brin…
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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…
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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…
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You can cash out of your business tax free, so you get the amount you need to retire and support your family’s future. The problem is many don’t know how to get there. In this episode I am joined by Marc Adams, a visionary entrepreneur, acclaimed author, who explains how to do just that. Marc is an expert in business transformation, and as the CEO …
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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…
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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…
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What should have been simple has proved to be anything but; HMRC has created a new way to inflict misery on unsuspecting pension savers. Jon Greer from Quilter gently explains everything we need to know. We also discuss what a new Labour government might do with the rules.By the lang cat
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Whether you’re in the checkout line buying groceries, or filling your tank up at the gas station, Canadian families are in for a whirlwind of sky-high costs as they approach the Summer break. As the Government continues to ignore the countless pleas to bring down prices, our Common Sense Team is is calling for the Government to suspend all gas and …
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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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Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing related challenges in the region. Alisa reviews the wide range of services and programs of HAC in attempts to bridge issues between homelessness and homeownership. The discussion highlights …
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On the podcast this week we delve into the world of property opportunities. Our guest expert, David Liddell from Liddell Property Investments, joins us to explore the lucrative realm of converting properties into AirBNBs and guest houses. Discover insider tips, valuable insights, and expert advice on maximising your property investments. It is impo…
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What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index, Consumer Price Index, Retail Sales, and Consumer Debt. Chris reviews comments from Federal Reserve Chairman Jerome Powell regarding the Federal Reserve’s efforts to tame inflation. Jeff discuss…
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Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened. Chris Boyd and Jeff Perry review a recent Wall Street Journal article discussing what declining birth rates mean to th…
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Earnings and what really matters – Chris Boyd welcomes Brian Regan to the show. With approximately 80% of corporate earnings reported for this quarter, Brian outlines common trends he is seeing from these earnings. Jeff Perry questions Brian about areas of concern that CEO’s and investors may be focused on. Brian explains how he approaches evaluati…
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5 Conversations with your Financial Advisor - Based on the recently published article in Financial Planning (linked below), there are five extraordinary circumstances that go beyond the basic retirement planning that advisors should address with clients. The topics of discussion include non-traditional relationships and what happens when things go …
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Acquisitions can be an opportunity to change your career. But what if you quit your job and the deal falls through? You’re left with no job and no deal. This is exactly what happened to my guest in this episode, Steve Lawrence. The seller decided not to go ahead at the last-minute leaving Steve in the lurch. Steve shares the ups and downs of his ac…
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The Retirement Smile – Chris Boyd and Jeff Perry explore personal spending patterns when people enter retirement. The Retirement Smile shows increased spending in the early and late stages of retirement. Chris and Jeff dig into the reasons for this phenomenon and how to create a financial plan to best reflect projected spending and capital needs. C…
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Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss questions from clients and listeners. Chris and Jeff start the episode with a Happy Mother’s Day wish. During the episode, Chris and Jeff discuss the “Still Working” exception related to 401Ks and required minimum distributions (RMDs), how to use a QCD (qualified…
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The idea and implementation of “safe supply” has been nothing short of a disaster for the health and wellbeing of Canada’s most vulnerable. With over 42,000 overdose deaths since 2015, and with over 50% of all hydromorphone seizures occurring from taxpayer-funded drugs, we must reverse course. When will the government realize that they are putting …
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AI and the Human Element of Marketing – Michael Byrnes of Byrnes Consulting joins Chris Boyd and Jeff Perry to discuss how Artificial Intelligence is changing how companies do business and how consumers receive information. In addition to discussing how changes in technology impact businesses and the manner in which they market their goods and serv…
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17th Anniversary & Changing Times – The Something More with Chris Boyd Radio Show has been on WXTK 95.1FM for 17 years! Chris Boyd and Jeff Perry have a wide- ranging conversation about how the radio show has changed and developed over the years. With a little bit of reminiscing and looking into the future, Chris offers his personal thoughts and bu…
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Investors who are more like Gamblers – Brian Regan, Team AMR’s Senior Portfolio Manager, joins Chris Boyd and Jeff Perry and shares his commentary on what he perceives as a growing trend of people “gambling” in the stock market by investing in financially unsound companies. Brian goes into detail and reflects how far too many people are buying stoc…
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In the News this Week – For this episode, Chris Boyd and Jeff Perry dig into financially related news items from the last week. Chris and Jeff start off with a discussion of the Federal Reserve’s decision to keep interest rates at current levels. Chris and Jeff explore the direct and indirect impacts of such a decision on the stock market, mortgage…
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As Canadians are still reminded of the baffling outset of Bills C-11 and C-18, the Government has doubled down with their new piece of legislation, Bill C-63 the Online Harms Act; adding more bureaucracy and roadblocks that will ultimately hinder freedom of speech online. Watch and listen as my guest, Rachael Thomas, MP, and I dive into the Governm…
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May 2024 – Responsible Investment Trends for Asset OwnersIn this podcast you will hear the key pension news from the last month summarised by Aon’s Jennifer Michel and John Harney.This month Jennifer and John are joined by Eilidh Wagstaff from the Principles for Responsible Investment (PRI) and Craig Campbell from Aon’s Responsible Investment Team …
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In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories of the week. The segment starts off with a review of the recent stock market volatility. Chris reminds listeners of the first quarter results and that corrections in the stock market are common. The conversation shifts to several economic data points from the …
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Wrap up - Stop Sabotaging Your Retirement Plans – Chris Boyd and Jeff Perry continue a previous conversation about how to avoid some of the more common mistakes people make that can be harmful to their retirement planning. The dialogue starts out with the mistake of investing too conservatively and how inflation will erode your financial plan. Chri…
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