Boomers, Benefits & the Budget: What’s Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd an...
Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely topics- from nostalgic movie favorites to serious fin...
Long-term Care Insurance: One size does not fit all – Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into the topic of long- term care insurance. The podcast begins with ...
Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning Jeff Perry and Russ Ball tackle questions from listeners and clients. To start this episode, Jeff and Russ discuss options for beneficiaries of ...
Portfolio Pitfalls: 5 Mistakes You Can’t Afford to Make – Timing the market, lack of international equity exposure, taking on too much investment risk, attempting to predict the movement of interest rates, and lacking protect...
Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don’t spend their accumulated wealth. Topics i...
When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental entities to finance public projects like schools, highways, or water systems. For investors seeking stability and tax advantages, munici...
OBBB Is Law, So What’s In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of the Trump agenda that was included in ...
Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year...
Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd , Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investmen...
2025 At The Half – A Mid-Year Market Check-In As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a thoughtful look at the year’s financial journey so far. From market volat...
The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improveme...
Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the externa...
Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question asking, I have multiple IRAs, how many RMDs do I need to take each yea...
IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological timeline from childhood to your mid- seventies ...
Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of ow...
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’...
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...
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 ...
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...
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...
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...
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...
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 ...
