Remembering Charlie Munger: Lessons from a Wise Investor
Something More with Chris Boyd
Release Date: 12/04/2023
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...
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Are You a Roth Convert? Why Many Don’t and When It May Make Sense
Something More with Chris Boyd
Should you convert to a Roth IRA, or is waiting the better move? In this episode of Something More with Chris Boyd, Chris and Russ Ball take on one of the most common questions in retirement planning and explore why so many investors hesitate when it comes to Roth conversions. Drawing from advanced IRA planning education and real conversations with clients, they break down the concerns that often stop people from taking action. Topics include the fear of paying taxes today, the possibility of higher Medicare premiums, and uncertainty about where future tax rates may be headed. Chris and Russ...
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Mailbag Episode: Real Questions on Taxes, Real Estate & Retirement Planning
Something More with Chris Boyd
What happens when real-life financial questions don’t have simple answers? In this episode of Something More with Chris Boyd, Chris and Russ Ball open the mailbag to tackle some of the most common—and often misunderstood questions from clients and listeners. From fixing excess Roth IRA contributions to navigating the complexities of a 1031 exchange, this episode walks through real-world scenarios that can have meaningful financial consequences if handled incorrectly. Along the way, they break down the rules, timing requirements, and potential pitfalls that investors need to be aware of....
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Caught Between Growth and Risk: Navigating Today’s Market Signals
Something More with Chris Boyd
Markets are hitting new highs but is the foundation as strong as it seems? In this 19th anniversary episode of Something More with Chris Boyd, Chris is joined by Brian Regan, CFA, for a deep dive into the latest quarterly market insights. While earnings remain impressive especially driven by AI and large-cap growth several underlying risks are beginning to emerge that investors can’t afford to ignore. Brian shares why inflation remains a key concern, how geopolitical tensions and energy prices are influencing economic trends, and why the Federal Reserve’s next moves may keep interest rates...
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Leadership Matters; sometimes more than investors realize
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris is joined once again by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, to explore how leadership changes—at major corporations and within the Federal Reserve—can materially influence investment outcomes. The conversation begins with high‑profile leadership transitions, including Apple’s succession from Tim Cook, shifts at Berkshire Hathaway, Netflix, Starbucks, and Simon Property Group, and why investors should care not just who leads a company—but how they got there. Chris and Brian...
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War, Markets, and the Strait of Hormuz: What Investors Need to Know Now
Something More with Chris Boyd
We’re now two months into the conflict involving Iran—so what does it really mean for markets and your portfolio? In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, for a timely and grounded conversation about geopolitics, market volatility, and long‑term investing discipline. The discussion revisits the market’s initial reaction when the conflict began in late February, the sharp but short-lived selloff, and the subsequent rally back toward all‑time highs. Chris and Brian explain why...
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When Power of Attorney Isn’t Enough: Real‑World Estate Challenges
Something More with Chris Boyd
In part two of Chris Boyd’s conversation with author Beth Pinsker, they dive into the legal and logistical realities families face when a loved one declines or passes away. Beth shares firsthand stories about powers of attorney that didn’t work, banks refusing access, the maze of government agencies, and the surprising complications of digital assets. One striking line from the show: “I thought those documents were the golden ticket… and then I went to try to use a power of attorney.” They also explore estate planning, fairness vs. equality among heirs, and how to prevent family...
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Planning for the phone call that changes everything: Financial caregiving for aging parents
Something More with Chris Boyd
Most families don’t plan for financial caregiving until they’re forced into it. In this episode, Chris Boyd talks with award‑winning financial journalist and author Beth Pinsker, whose book My Mother’s Money: A Guide to Financial Caregiving blends memoir and practical guidance. They explore the moment “everything changed,” the early red flags families often miss, why even the “right” documents aren’t always enough, and how the cost of care becomes painfully real. As Beth says: “Financial red flags come first… handling money is a complicated higher function.” If you...
info_outlineBrian Regan, Chief Investment Officer of Asset Management Resources joins Chris
Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie
Munger who was an American businessman, investor, and philanthropist. Until his
recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled
by Warren Buffett. Brian starts off by sharing some of the personal and professional
history of Mr. Munger and how he and Warren Buffet became close friends and business
partners. Brian shares many of the financial lessons that he has learned from Mr.
Munger. Jeff reminds listeners that not only was Mr. Munger a hugely successful
investor, but that he lived a generous, humble life and often used humor in his
conversations. Chris reflects on several quotes and principles of Mr. Munger and how his
simple business methods and patience proved successful for decades.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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