Episodes

June 13, 2025

Targets of Fraud

Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI’...

June 9, 2025

Best Books?

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 f...

June 6, 2025

5 Biggest Stealth Retirement Costs

5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs in Retirement.” The conversation begins with the ...

June 2, 2025

Don’t Assume

Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers...

May 30, 2025

One Big Beautiful Bill

One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.” The trio discusses the key items in the Bill, including m...

May 26, 2025

Navigating Economic Waves: A Portfolio Strategy

Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and Jeff Perry to discuss a recent article Brian authored (see link below) which suggests that staying calm and ensuring that investment strategie...

May 23, 2025

IRA Beneficiaries: Who Inherits What and When?

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed rules for distributing assets from an inherited IRA. Chris is jo...

May 19, 2025

Mail Bag; Expenses in retirement, caring for your estate, 49 and no retirement savings

Mail Bag – Jeff Perry and Russ Ball dig into the Team AMR Mail Bag and answer questions from listeners. Included in this episode are, “I have read that my household expenses will go down when I retire, but I don’t understand ...

May 16, 2025

College Planning

College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The conversation begins with the use of 529’s as ...

May 12, 2025

BUFFETT!

BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial lessons of Warren Buffett. Brian leads the conversation with a...

May 9, 2025

Yellin & the News

Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner, Chris Boyd offers his thoughts from Janet Yellen’s keynote speech. Chris reviews Yellen’s negative views on broad-based tariffs and other policies of...

May 5, 2025

Raising a financially literate child

Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and commentary about positive way to pass on personal finance lessons and values to your children through various stages of development. Jeff & Russ discuss...

May 2, 2025

Annual reviews and why you need one

Annual reviews and why you need one – You have probably heard all the reasons why you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball discuss why it is critical to review your plan at least annually. Topics covered...

April 28, 2025

Mr. Market is both charming and bipolar

Mr. Market is both charming and bipolar – With all the recent volatility in the stock market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine magazine which highlights the investing lessons from Benjamim Graham, who...

April 25, 2025

Federal Employees: Retirement & Layoffs

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth...

April 21, 2025

What's the Buzz? Recent Lessons

What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market volatility, tariffs, the Federal Reserve, unemployment data, consumer sentiment, and...

April 18, 2025

Do I need to know about NUAs?

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having employer stock...

April 14, 2025

GO SOMEWHERE - Colin Stroud

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a highly informative and entertaining travel related episode. In this episode you will learn...

April 11, 2025

What A Week! So, Is It Over?

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff...

April 7, 2025

Tariffs and how they relate to an estate planning checkup

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics...

April 4, 2025

New Trump Tariffs and the Stock Market

Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as “Liberation Day” imposed by President Trump. With the increased market volatility created by the Trump tariff announcement, Chris, Jeff, and Russ...

March 31, 2025

What to do when a parent dies?

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the...

March 28, 2025

Recession?

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the conversation with a detailed explanation of the definition of a recession, which may not be...

March 24, 2025

Social Security: To start or not to start, that is the question

Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision, but making the wrong decision can have a significant impact on your financial plan and your...