AI, Inflation, and the Market Outlook for the Rest of the Year
Something More with Chris Boyd
After another strong year for investors, many are asking the same question: should we expect the momentum to continue, or is it time to become more cautious? In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan to discuss the forces shaping markets as we head into the final months of the year. The conversation explores the growing role of artificial intelligence in both the economy and the markets, the challenges of evaluating today's valuations, and why traditional metrics like price-to-earnings ratios may not tell the full story. Brian explains...
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How much Cash is King?
Something More with Chris Boyd
How much cash should you really keep on hand? We often hear that "cash is king," but determining the right amount of cash to hold is one of the most common questions investors face. In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley explore the balance between maintaining liquidity for peace of mind and putting money to work for long-term growth. The conversation examines how cash reserve needs differ during your working years versus retirement. The team discusses emergency funds, planning for unexpected expenses, and why many retirees may benefit...
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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...
info_outlineAs October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the changes coming to the federal budget as the new fiscal year starts.
Key Takeaways:
- The Federal Budget Explained: Chris and Jeff simplify the complexities of the federal budget, explaining how it's structured and why it matters to everyday Americans.
- Fundamental Changes to Watch: The hosts delve into the most significant adjustments in the new fiscal budget, touching upon areas like social programs, defense spending, and infrastructure.
- Impact on Taxpayers: How will the new budget affect your taxes? Chris and Jeff break it down, making understanding what you can expect in the upcoming fiscal year easier.
- Quality of Life Concerns: Beyond the financial implications, the hosts discuss how budget changes can have ripple effects on the quality of life for Americans, including healthcare, education, and public services.
- Investment & Savings Impact: Learn how federal budget shifts might influence the market and your investment and savings strategy.
Why You Should Listen:
The federal budget isn't just a concern for policymakers and analysts; it has real-world implications for financial planning and quality of life. This episode equips you with the necessary insights to understand better these changes and how they might affect you, thereby making your money matters genuinely matter.
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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