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...
info_outline
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....
info_outline
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_outline
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...
info_outline
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_outline
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...
info_outline
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....
info_outline
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...
info_outline
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...
info_outline
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...
info_outlineIncluding family in your financial planning – While many people wish to keep their
financial planning completely private, as one ages, it can be prudent to inform family
members of your financial planning, estate planning, and help that may be needed from
the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal
story about his oldest client who recently passed away. The conversation includes
situations when bringing your family together to be a part of financial planning can be a
good way to foster open communication about finances, personal choices, and lessening
potential family conflict.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr