What’s in the Mailbag? Real Questions, Smart Financial Decisions

This week on Something More with Chris Boyd, the AMR team with Chris, Jeff Perry,
and Russ Ball dives into the mailbag to tackle the realworld financial questions listeners
are asking right now. From deciding when to rightsize a portfolio, to navigating the
emotional tugofwar of selling after a big gain, to understanding the role of precious
metals, taxes, Roth conversions, annuities, and estate planning, this episode covers a
full spectrum of issues that matter most to investors and retirees. We explore why
timing the market is so tricky, how to think clearly about risk versus return, and the
importance of aligning decisions with longterm planning instead of shortterm emotions.
You will also hear valuable insights on RMD strategies, IRMAA surprises, and when
annuity income might or might not fit your needs. Tune in for practical guidance
grounded in real client conversations, and as always, keep striving for Something More.
#FinancialPlanning #RetirementPlanning #InvestmentStrategy #WealthManagement
#MailbagEpisode #ChrisBoydShow #MarketInsights #TaxPlanning #RothConversion
#EstatePlanning #Annuities #FinancialAdvice #CapeCodAdvisors
#SomethingMoreWithChrisBoyd