Episodes

The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment about the potential risks to financial plans during retirement years. Included in this discussion is “LONGEVITY RISK” or how long your money needs to last. The...

1,000! – This episode marks the #1,000 podcast of Something More with Chris Boyd! Jeff Perry joins Chris as Chris reflects on his motivations for starting the radio show and podcast almost 17 years ago. Chris also talks about his favorite segments...

More Rules of Thumb – Chris Boyd and Jeff Perry go back to a recent conversation of common financial rules of thumb. They start off by defining the term “net worth”. Chris reflects on the book “The Millionaire Next Door” and Jeff mentions a...

What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the commonly asked question of what to do with Required Minimum Distributions (RMDs) when you don’t need the money, and would like to avoid the resulting income taxes. Chris...

0Picking up the Pieces – Brian Regan joins Chris Boyd and Jeff Perry for this episode to discuss Brian’s recently written article titled “Picking up the Pieces”. Brian starts off with his straightforward commentary of what he calls the “Cult...

In the News – With no shortage of newsworthy topics to discuss, Chris Boyd and Jeff Perry review popular news stories of the week. On a lighter note, Chris and Jeff start off with expressions of appreciation for moving our clocks one hour ahead to...

Rules of Thumb – Chris Boyd and Jeff Perry dig into a variety of financial generalized rules of thumb when it comes to personal finance ratios. Chris starts off by questioning Jeff on his views about how much is too much regarding common family...

– Chris Boyd and Jeff Perry start of this segment with commentary about the current state of the news in America and the lack of unbiased sources of current events. The conversation shifts to the topic of the growing national debt. Jeff highlights a...

Tax Guide Offer – Chris Boyd and Jeff Perry welcome listeners to an entertaining discussion announcing that the Something More Podcast is approaching its 1000 th episode. The pair share planning thoughts to celebrate the milestone. Chris and Jeff...

What Warren Buffet says – Chris Boyd and Jeff Perry dig into Warren Buffett’s most recent letter to shareholders where he outlines some of the things that have made Berkshire so successful at picking the best companies to invest in over longer...

Are Interest Rates high or does it just feel like it? – Over the last few years, the rate on the average 30-year fixed-rate home mortgage jumped from less than 3% to more than 7%. Chris Boyd and Jeff Perry discuss the history of interest rates and...

Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the 50/15/5 rule (see link below) which suggests separating expenses into various categories...

Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the Internal Revenue Service (IRS) now allows taxpayers to establish an online account with the...

Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports.  Also discussed are Debt & Deficits.  With $34 Trillion in US Debt and perhaps as much as $2 Billion per day cost...

With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers.  Chris also...

Could a Government Shut Down be only days away?  Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down.  Complicating negotiations are enormous deficits and...

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many investors are chasing yield, which may actually be adding more risk than is perceived. Chris...

Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees about mistakes and major life events, and how it impacted their retirement. Chris and Jeff...

Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also questions Chris about...

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where including family members in...

Valentine’s Day and healthy marital finances – With Valentine’s Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial communication between spouses/partners is essential to a happy long-lasting...

“Live Long, Die Short” – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a twenty-three year career in the Air Force, he became the President and Chief Content Officer of Masterpiece, which is an organization with the goal...

In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices.  Chris and Jeff next talk about the upcoming Superbowl pitting the Kanas City Chiefs against the San Franciso...

Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to...