Episodes

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...

Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as “Liberation Day” imposed by President Trump. With the increased market volatility created by the Trump tariff announcement, Chris, Jeff, and Russ...

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the...

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the conversation with a detailed explanation of the definition of a recession, which may not be...

Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision, but making the wrong decision can have a significant impact on your financial plan and your...

Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing the largest potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the...

5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear retirement date in mind. For others, it is less etched in stone. But either way, if you are...

With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were five years ago and sharing the related personal and financial lessons. The trio explores the...

Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account contribution limits. Jeff and Russ discuss the differences between traditional IRAs and...

With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff moves by...

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized,...

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and...

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with the age-old rule that retirees only need 80% of their pre-retirement income in retirement....

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider...

Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequently fail to consider the...

Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. Joining them is Jeff...

How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see link below). The...

Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and when engaging a financial advisor can have a meaningful impact on free time as well as your financial plan. The trio share commentary how handing over the reins of...

What’s new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the recent changes to Social Security benefits. Jeff Perry and Russ Ball discuss the recent...

To convert or not…that is the question – If the title of this podcast captured your attention, let us be clear from the outset that there will not be any religious recruitment efforts forthcoming. What we will be digging into is the question of...

Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly be torn apart without appropriate planning. Jeff reviews the...

Navigating life’s milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning client. Chris, Jeff Perry, and Russ Ball discuss how working with a financial planner in the...