Wrap up - Stop Sabotaging Your Retirement Plans
Something More with Chris Boyd
Wrap up - Stop Sabotaging Your Retirement Plans – Chris Boyd and Jeff Perry continue a previous conversation about how to avoid some of the more common mistakes people make that can be harmful to their retirement planning. The dialogue starts out with the mistake of investing too conservatively and how inflation will erode your financial plan. Chris and Jeff next discuss why you should estimate your age as a life insurance actuary would. The episode concludes with straightforward advice on how and when to include your children in your retirement plan. For more information or to reach Chris...
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In the News this week
Something More with Chris Boyd
In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories of the week. The segment starts off with a review of the recent stock market volatility. Chris reminds listeners of the first quarter results and that corrections in the stock market are common. The conversation shifts to several economic data points from the past week, including the gross domestic product, the personal consumption expenditures, and consumer spending rates. Skyrocketing auto insurance costs helped contribute to inflation accelerating at a faster-than-expected pace in March. For more...
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Special Needs Planning
Something More with Chris Boyd
Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for parents of special needs children. Charlie shares his personal story of having two sons with autism and the many financial and personal challenges. Topic areas discussed during the episode are estate planning, future housing needs, special needs trusts, life insurance planning, and available assistance from federal and state government. The segment concludes with Charlie sharing his advice on using support groups in your geographical area to...
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Financial Literacy
Something More with Chris Boyd
Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry share their thoughts on what financial and consumer topics should be included in everyone’s knowledge. The pair reviews the growing trend of states requiring a financial literacy class for high school students. Chris and Jeff also discuss various tactics available to parents to instill a desire in their children to learn the basics of personal finance. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr
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What’s my Number?
Something More with Chris Boyd
What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?” While this “number” is different for each individual or couple, the below referenced article indicates that the result of a recent survey pegs the figure of $1.5M. Chris & Jeff review a range of factors to consider when calculating a financial number target, including income sources, debt, housing, location, and desired lifestyle in retirement. Chris and Jeff next review data from...
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Stop Sabotaging Your Retirement Plans
Something More with Chris Boyd
Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy. Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long before retirement. Jeff reflects on the advice he provides both as an attorney and financial planner. The conversation moves on to the topic of how a family home can be either a burden or a benefit to a retirement plan. To wrap up this segment, Chris and...
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Looking Back/Looking Forward
Something More with Chris Boyd
Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second quarter and beyond. Brian outlines the “Bull” and “Bear” cases for the remainder of 2024. The dialogue covers commentary on recent employment data, inflation trends and recent geo-political events. Chris and Jeff close out this episode with their reflections of how global threats and the news media can impact how clients and...
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Level 5 - Abundance
Something More with Chris Boyd
Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”. The pair offer their thoughts on how living in abundance occurs when one is able to align their financial wealth with their personal values and desired purpose resulting in full contentment. The conversation continues with the importance of being content and satisfied with your financial status, while focusing on relationships, personal growth, and overall happiness. Chris reflects on various ways mentoring and...
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Should we worry about the dollar? Mailbag Questions
Something More with Chris Boyd
Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to this episode to discuss a question from the AMR Team Mail Bag. This listener’s question asks about the threats to the strength of the US Dollar and whether China may have a political or market interest in a devalued US Dollar. Other threats to the strength of the US Dollar are discussed, including the rising level of US government debt. The episode concludes with a conversation of the seemingly growing number of newsletters and fear- related products being marketed to consumers. For more information or to...
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Market Observations/First Quarter- How are you looking?
Something More with Chris Boyd
Market Observations/First Quarter review – Brian Regan joins the show to share his generally positive commentary on the first quarter results in the financial markets. Brian highlights that recent market performance emphasizes why diversification is key to a financial plan. Chris Boyd and Jeff Perry add in their thoughts on the market, including bonds, geo-political events and a review of a recently released shareholder letter from Jamie Dimon. For more information or to reach Chris Boyd or Jeff Perry, click the link below:
info_outlineIn the News – There is never a shortage of financially related news items to discuss. In
this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar
Eclipse and the economic impact of such an event. Chris and Jeff next review economic
data reports from the week, including the Consumer Price Index (CPI) and the Producer
Price Index (PPI) and what each report tells us about inflation trends. To wrap up this
segment, Jeff brings up a story that Costco has been selling up to $200M a month in gold
bars. Chris discusses why people buy gold related assets. The segment ends with
common sense advice to investors in such assets.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr