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 busin…
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…
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 …
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see related article linked below). At Level 2 you are n…
The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and Jeff introduce the topic of the different levels of wealth with the first level being stability (see link to related article below). Jeff starts off by explaining …
In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big news moving the markets this week is the comments of Federal Reserve (Fed) Chairman Jerome Powell indicating the likelihood that the Fe…
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 n…
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 abou…
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…
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 …
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 h…
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 c…
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 reg…
– 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 nationa…
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 mil…
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 in…
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 histor…
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 …
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 o…
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 c…
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. Chr…
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 an…
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 t…
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 r…
