Why Not Now? RMDs, Beneficiaries, and the Mid-Year Planning Checkup
Something More with Chris Boyd
Why wait until year-end when there may be planning opportunities available right now? In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley discuss two often-overlooked areas of financial planning that deserve attention before the calendar turns: Required Minimum Distributions (RMDs) and beneficiary designations. With markets posting strong gains through much of the year, many retirees and inherited IRA beneficiaries may be wondering whether it makes sense to wait until December to take their required distributions. The team explores why a...
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Navigating Long-Term Care: Insurance Challenges, Hybrid Solutions, and Planning Ahead
Something More with Chris Boyd
How should you prepare for one of the biggest financial risks facing retirees—and one that many people would rather not think about? In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley take an in-depth look at long-term care planning, the rising cost of care, and the difficult decisions families face when trying to protect their retirement savings. While many people recognize that long-term care expenses can be substantial, understanding how to prepare for those costs is far less straightforward. The conversation explores the realities of...
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There’s No “Never” in Retirement Planning
Something More with Chris Boyd
Is there anything you should truly never sell in retirement? Or is that kind of thinking too rigid for real life? In this episode, Chris Boyd is joined by Brian Regan, Luke Bagley, and Vincent Sansone to challenge a popular article claiming retirees should avoid selling certain assets—like appreciated stocks, life insurance, or even their home. The team breaks down why blanket advice like “never sell” can be misleading, and why thoughtful, individualized planning matters far more than following hard rules. The conversation explores key retirement decisions, including when...
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AI Boom or Bubble? Navigating Risk, Opportunity, and Concentrated Stock Positions
Something More with Chris Boyd
AI is driving markets—but is it also creating the next bubble? In this episode of Something More with Chris Boyd, the team tackles one of the biggest questions facing investors today: are we in the middle of an AI-driven market boom that could turn into a bubble—or is this a long-term transformation worth staying invested in? With massive capital pouring into infrastructure, data centers, and semiconductor technology, the opportunities are undeniable—but so are the risks. Chris Boyd and Brian Regan explore what’s fueling the rapid growth in AI-related investments,...
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Markets, Oil, and AI: What’s Really Driving the Second Half?
Something More with Chris Boyd
Stocks are up, headlines are loud, and optimism is back—but what’s really driving markets as we head into the second half of the year? In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan and Russ Ball to unpack the powerful forces shaping today’s investment landscape. From geopolitical tensions in the Middle East to the ripple effects of oil prices, inflation expectations, and interest rate shifts, the conversation explores how global events are influencing both short-term volatility and longer-term outlooks. But the discussion doesn’t stop...
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From Saving to Spending: Navigating the Mindset Shift in Retirement
Something More with Chris Boyd
What happens when you finally reach your retirement “number”… and then have to start spending it? In this thoughtful and highly relatable conversation, Russ Ball sits down with Jeff Perry—recently retired financial advisor—to explore one of the most overlooked challenges in retirement: shifting from saving to spending. After decades of focusing on accumulation, the transition to drawing down assets brings both financial and emotional complexities that aren’t always easy to prepare for. Jeff shares his firsthand experience navigating those first few months of...
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The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It
Something More with Chris Boyd
The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It Why does healthcare feel so expensive, complicated, and—at times—frustratingly broken? In this episode of Something More with Chris Boyd, we welcome back Dr. Jordan Grumet to explore his new book, The Healthcare Heist, and unpack the root causes behind rising costs and declining patient experience. Drawing on his background as a physician and financial expert, Dr. Grumet explains how the modern healthcare system has evolved from a community-centered model into one heavily influenced by third-party interests....
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More Than a Will: How Estate Planning Fits Into Your Financial Life
Something More with Chris Boyd
Estate planning isn’t a separate “legal chore” you do once and forget — it’s a core part of financial planning that helps your money decisions work the way you intend, both during your lifetime and after. In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball explain why estate planning belongs in the same conversation as retirement planning, tax strategy, investment design, and risk management. They break down the foundational documents (wills, trusts, powers of attorney, and healthcare directives), but the bigger point is how these tools coordinate with...
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From AI Chips to Trillion‑Dollar IPOs: What Investors Need to Understand
Something More with Chris Boyd
Markets are hitting new highs—but with inflation pressures, AI enthusiasm, and massive IPOs looming, what’s really driving the rally? And more importantly, how should investors be thinking about it? In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan for a wide‑ranging conversation on artificial intelligence, market concentration, and the surge in expected IPO activity from some of the world’s largest and most talked‑about companies. They explore how AI‑related earnings—particularly in semiconductors and data infrastructure—are...
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Conservative or Risk-Taker? How Your Life Experience Shapes Your Investing
Something More with Chris Boyd
Are you truly a conservative investor, or has your life experience shaped you to think about risk differently? In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan and Russ Ball to talk about how personal experiences influence investing decisions and why two people can look at the exact same opportunity and come away with very different perspectives. Brian reflects on entering the workforce during the financial crisis and how that period shaped a disciplined and cautious mindset while still recognizing the importance of investing for long term growth. The...
info_outlineJoined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement.
Key Takeaways:
- The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap.
- Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement.
- Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy.
Why You Should Listen:
Navigating the path to retirement can be complex and stressful. Whether you're five years away from retirement or just starting to consider it, this episode provides a wealth of knowledge to help you make informed decisions that could substantially impact your quality of life during your golden years.
Don't miss this episode filled with actionable advice, expert insights, and the personal touch that makes "Something More with Chris Boyd" a must-listen for your financial well-being.
If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901.
Something More with Chris Boyd:
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