Best Books?

Something More with Chris Boyd · Jun 9, 2025 · 29m

Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest a wide variety of books for people at various stages of their financial journey. The dialogue shifts to the challenges of finding a financial planner. Jeff shares the three questions that everyone should ask to anyone in the financial services…