Move the Chains

Move the Chains

By Boyer Financial ServicesBusinessInvesting
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Move the Chains episodes

  • Purpose and Presence: A Conversation with Eric Geiger on Faith, Family, and Finding Balance

    In this episode, Jason Jacobi and Mark Boyer interview Eric Geiger, senior pastor at Mariners Church. They discuss Eric's upbringing in New Orleans, his journey to becoming a Christian, and his approach to parenting. He shares insights on various topics, including the importance of family meals, valuing character over achievements, leadership development, and the role of faith in his life.

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    Chapters:

    00:00 Introduction and Background
    08:20 Growing Up in New Orleans
    24:31 Leadership Development and Seeking Wisdom
    35:30 The Value of Mentors and a Supportive Community

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    Important Disclosure:

    The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

    Eric Geiger is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

    50 min
  • Beyond the Lanes: The Kaitlin Sandeno Journey

    In this episode, former Olympic Gold Medalist and World Record Holder Kaitlin Sandeno discusses:

    • The importance of multi-sport participation in youth sports and the benefits of being active.
    • Her journey from participating in various sports to focusing on swimming and her parents' role in supporting her.
    • Dealing with injuries and setbacks and the mental resilience required in sports.
    • The impact of the Name, Image, and Likeness (NIL) ruling in college athletics and the need for education and support in navigating this new landscape. Also, the impact of transfers in college sports and the need for more regulation.
    • Memorable moments from her swimming career, including her experience at the Olympics and breaking a world record.
    • Her decision to retire from competitive swimming and the transition to a new chapter in her life.
    • The future of swimming and the role of technology in the sport.

      • --

      Important Disclosure:

      The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

      Kaitlin Sandeno is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

      1 hr 12 min
    • Stars, Stripes, and Stocks: Unleashing American Ingenuity with Adam Johnson

      Adam Johnson is the Founder and Author of BullseyeBrief.com, a weekly investment letter that explores American Ingenuity through actionable stock picks. He also manages the American Ingenuity portfolio at Kensington Investment Counsel. Previously, he anchored several daily programs at Bloomberg Television, interviewing CEOs, heads of state, and prominent investors. During his three-decade career on Wall Street, he has traded stocks, options, and oil for ING Asset Management, Louis Dreyfus, and Merrill Lynch. He graduated from Princeton with a degree in economics. He resides in New York City and enjoys cooking, skiing and shooting.

      Topics discussed:

      1. Upbringing and journey to NYC via Princeton
      2. Pre-Med to economics major, what brought the change?
      3. Career journey and significant lessons learned through uncertainty
      4. The power of American ingenuity
      5. Sectors or industries in favor: what opportunities lie ahead in the next decade?
      6. State of the economy
      7. The current bond market explained
      8. Closing thoughts and quick-fire questions

        9. Links mentioned in this episode:

        Bullseye Brief: [https://bullseyebrief.com/]

        To view video version, please visit: https://youtu.be/xMuGVZPDHgA

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        Important Disclosure:

        Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

        The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a decision.

        Adam Johnson is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

        1 hr 14 min
      9. Golden Sands: Unleashing Greatness with Kerri Walsh-Jennings

        This week, Jason Jacobi, CFP® & Mark Boyer welcome the most decorated women's volleyball player ever and all-around wonderful person; Kerri Walsh-Jennings!

        Topics discussed:

        1. Upbringing
        2. Journey to Stanford University
        3. The transition to beach volleyball from indoor.
        4. Misty May Partnership and the most dominant run in volleyball history.
        5. Injuries, Setbacks, and How to overcome them
        6. Message to young athletes
        7. Family and the Road to Paris 2024.
        8. Closing Thoughts

          9. Links mentioned in this episode:

          Kerri Walsh-Jennings Instagram: [https://www.instagram.com/kerrileewalsh/]

          Important Disclosure:

          Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

          The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

          Kerri Walsh-Jennings is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

          58 min
        9. Finding Purpose: The Journey of Following Life's Passions with Will O'Neill

          This week, Jason Jacobi, CFP® & Mark Boyer welcome Will O'Neill, Lawyer, Family Man, and Newport Beach Mayor Pro-Tem to the office to discuss his journey from Fresno to the seaside community of Newport Beach.

          Topics discussed:

          1. Upbringing in Fresno
          2. College and athletics
          3. Law roots and continuing the family legacy
          4. Journey post-college
          5. City Council to Mayor in 2020, and Will's covid response
          6. Plans for 2024 as Mayor (again)
          7. Best financial advice Will has received
          8. Closing Thoughts

            9. Links mentioned in this episode:

            Will O'Neill's Instagram: [https://www.instagram.com/realwilloneill/]

            Important Disclosure:

            Jason Jacobi & Mark Boyer are registered principals with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.

            The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

            Will O'Neill is not affiliated with or endorsed by LPL Financial or Boyer Financial Services.

            Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

            There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

            Individual tax and legal matters should be discussed with your tax or legal professional.

            57 min

          About Move the Chains

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          Moving through the game of life is often complex, fast-paced, and unforgivable. Setting yourself up for success by doing the little things right, being comfortable in uncomfortable times, and creating…