Maximize Your Money in 2026: Retirement, Taxes & More
Something More with Chris Boyd
Start 2026 with a plan that works for you. In our latest episode of Something More with Chris Boyd, we explore practical steps to make this year your strongest yet—financially and personally. -Update your W-4 and review tax withholdings -Maximize retirement contributions (new limits for 2026!) -Understand Roth vs. Traditional strategies -Rebalance your portfolio after strong market years -Refresh your financial and estate plans #FinancialPlanning #RetirementReady #WealthManagement #NewYearNewPlan #PersonalFinanceTips
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New Year, New Goals: Is it Time for a Second Opinion on Your Plan?
Something More with Chris Boyd
Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year’s resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like “What can I do today to move closer to my vision?” can transform your planning process. We also discuss life events that often trigger financial reviews, including...
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2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
Something More with Chris Boyd
2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce As 2025 comes to a close, we take a step back to reflect on the year’s biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to...
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Doctors do no harm: Navigating Wealth Management for Medical Professionals
Something More with Chris Boyd
Doctors do no harm: Navigating Wealth Management for Medical Professionals Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career with high income but limited earning years, we break down the critical phases of a physician’s financial life. We also discuss strategies...
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Media Power Plays & Market Signals: Warner Bros Deal + In the News
Something More with Chris Boyd
Media Power Plays & Market Signals: Warner Bros Deal + In the News In this episode of Something More with Chris Boyd, we dive into major stories shaping headlines and investor sentiment. First, we unpack the high-stakes battle for Warner Brothers Discovery, where Paramount and Netflix are vying for control in a deal worth over $100 billion. What does this mean for the future of streaming, media consolidation, and shareholder value? Then, we shift gears to the latest Bureau of Labor Statistics data, exploring what a surprising dip in inflation could signal for interest rates, economic...
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Rebalancing for the Future: Why Your Portfolio Needs Attention Now
Something More with Chris Boyd
As the year draws to a close, it’s the perfect time to review your portfolio and ensure your investments align with your goals. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors should consider before heading into 2026. From rebalancing and active allocation strategies to adjusting for life events, we explore how disciplined portfolio management can help you stay on track. We also touch on market trends, risk profiles, and why diversification matters more than ever. Whether you work with...
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Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends
Something More with Chris Boyd
What does 2026 have in store for the economy, markets, and your money? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and Brian Regan to share their bold predictions for the year ahead. From the Federal Reserve’s recent quarter-point rate cut to the possibility of multiple cuts next year, we explore what these moves could mean for borrowing costs, mortgages, and investment strategies. Will inflation stay stubbornly above 3%? How about GDP and the Stock Market? Could home prices actually decline by 5%? And how might a new Fed Chair appointment...
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Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill
Something More with Chris Boyd
As 2025 races to a close, year-end tax planning takes center stage, especially with the sweeping changes from the One Big Beautiful Bill Act. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement to unpack what these changes mean for you. From strategic IRA withdrawals and managing Required Minimum Distributions (RMDs) to leveraging qualified charitable distributions, we explore how seniors and service industry workers can benefit from new deductions and credits. Plus, we dive into the expanded SALT deduction,...
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Stress Less, Live More: A Blueprint for a Fulfilling Retirement
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Dr. Roger Landry to explore the powerful connection between stress, health, and financial well-being. They dive into why stress is a leading contributor to disease and how lifestyle choices, not just genetics, shape healthy longevity. From movement and social connection to purpose and lifelong learning, Dr. Landry shares practical insights for living a vibrant life in retirement. The conversation also highlights how financial planning can reduce anxiety and provide “permission” to enjoy life...
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Financial Planning or Product Pitch? How to Spot the Difference!
Something More with Chris Boyd
Not all “financial planning” is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of “guaranteed income” and “market risk elimination,” we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor’s background and ensuring your financial plan is truly in your best...
info_outlineWill your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff
Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly
be torn apart without appropriate planning. Jeff reviews the foundational documents of an estate
plan. Chris and Russ outline the family conflict that is present in The PITT. The dialogue
continues with suggestions how family strife can be avoided with the correct documents in place
and how family communications and meetings are often advisable during the financial and estate
planning process.
For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr