Episodes

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 ...

College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The conversation begins with the use of 529’s as ...

BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial lessons of Warren Buffett. Brian leads the conversation with a...

Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner, Chris Boyd offers his thoughts from Janet Yellen’s keynote speech. Chris reviews Yellen’s negative views on broad-based tariffs and other policies of...

Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and commentary about positive way to pass on personal finance lessons and values to your children through various stages of development. Jeff & Russ discuss...

Annual reviews and why you need one – You have probably heard all the reasons why you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball discuss why it is critical to review your plan at least annually. Topics covered...

Mr. Market is both charming and bipolar – With all the recent volatility in the stock market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine magazine which highlights the investing lessons from Benjamim Graham, who...

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth...

What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market volatility, tariffs, the Federal Reserve, unemployment data, consumer sentiment, and...

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having employer stock...

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a highly informative and entertaining travel related episode. In this episode you will learn...

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff...

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics...