Episodes

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...

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...

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...

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...

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...

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....

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...

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...

Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry share their thoughts on what financial and consumer topics should be included in everyone’s knowledge. The pair reviews the growing trend of states requiring a...

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for parents of special needs children. Charlie shares his personal story of having two sons with...

Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy.  Chris and Jeff start off the episode...

What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?”  While this “number” is different for each individual or...

Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”.  The pair offer their thoughts on how living in abundance occurs when one is...

Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second...

Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to this episode to discuss a question from the AMR Team Mail Bag. This listener’s question asks about the threats to the strength of the US Dollar and whether China may...

Market Observations/First Quarter review – Brian Regan joins the show to share his generally positive commentary on the first quarter results in the financial markets. Brian highlights that recent market performance emphasizes why diversification is...

In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar Eclipse and the economic impact of such an event. Chris and Jeff next...

Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they move onto level 4 – Freedom. Chris and Jeff discuss how Freedom means having the ability to...

Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life...

Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see related article linked below). At Level 3, Security is about seeing the fruits...

Tax Day is upon us – With April 15 th quickly approaching, Chris Boyd reminds listeners of important income tax filing dates for individuals and businesses. Chris Boyd and Jeff Perry discuss the proper income tax withholding strategies and why...

The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other business/economic issues. In...

Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book “Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold story of how one of America’s most invincible institutions (the Treasury)...

Retirement Planning for Women – With March being Women’s History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment to discuss unique challenges that many women face in financial planning. Jocelyn...