SECURE Act 2.0 Webinar Info; Money Issues in Relationships
Something More with Chris Boyd
Release Date: 02/27/2023
Portfolio Positioning for 2026: Lessons, Risks, and Opportunities
Something More with Chris Boyd
As we kick off a new year, investors face the challenge of navigating ever-changing market narratives while staying focused on long-term goals. In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by Jeff Perry and Brian Regan to discuss key lessons from 2025 and how they shape portfolio strategies for 2026. From the impact of government policy swings to the role of interest rates and the evolution of technology giants like Nvidia, we explore what matters most for asset allocation. Brian shares insights on holistic portfolio construction, risk management, and...
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Retire Overseas: Cost, Culture, and Considerations
Something More with Chris Boyd
Thinking about retiring abroad? In our latest episode of Something More with Chris Boyd, we explore the top global destinations for Americans in 2026—from Portugal and Spain to Thailand and Costa Rica. -Cost of living advantages -Healthcare considerations -Visa and residency requirements -Lifestyle and cultural appeal Retirement is more than a finish line—it’s a new chapter. Could yours include a European countryside or a tropical beach? Inspired by Realtor.com’s guide to global retirement destinations. #RetirementPlanning #GlobalLiving...
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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,...
info_outlineHost and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more.
Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your spouse, but a reluctance for shared purchases and accounts for unmarried couples.