Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff’s recent article linked below. While there is not a single solution that is likely to address Social Security’s funding challenges on its own...
Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd , Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Require...
Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd , Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep d...
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Ke...
Who You Gonna Call? ... Not Ghostbusters In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief commentary on the...
In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or lo...
In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. Fr...
The 0.01% Rule and Why Upward Mobility Feels Out of Reach In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio exp...
From Highs to Headwinds: Navigating the Economy’s Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwi...
Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far...
In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down ...
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple wi...
Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate National 401(K) Day and unpack the true power of your workplace retiremen...
Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In this candid conversation, you will discover why healthcare emergencie...
Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors’ imaginations and also their dollars. From the historic c...
Navigating love, legacy, and liquidity- this episode of Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended families, and estate planning. Chris and Russ Ball explore how to ...
In this episode of Something More with Chris Boyd , Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair, Jerome Powell. From historical power struggles to current-day maneuve...
5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More ...
Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following Presiden...
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...
