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Retirement with the Jeff's

Something More with Chris Boyd

Release Date: 09/26/2023

Tax Talk 2024 show art Tax Talk 2024

Something More with Chris Boyd

Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the Internal Revenue Service (IRS) now allows taxpayers to establish an online account with the IRS. Chris and Jeff offer their thoughts on how long you are required to maintain tax records and supporting documentation. The conversation turns to tax planning for 2024. Chris offers a complimentary 2024 Tax Guide to listeners.   #smwcb #weg #taxtalk #financialpodcast

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Family Finances in 2024 show art Family Finances in 2024

Something More with Chris Boyd

Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the 50/15/5 rule (see link below) which suggests separating expenses into various categories to ensure you are not spending too much in any one area. After Chris and Jeff comment on each allocation category, the conversation shifts to how a married couple can get on the same financial page with positive conversations. Chris and Jeff reference the article from Kiplinger’s noted below. ...

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Debt & Deficits show art Debt & Deficits

Something More with Chris Boyd

Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports.  Also discussed are Debt & Deficits.  With $34 Trillion in US Debt and perhaps as much as $2 Billion per day cost of the debt service, Brian shares thoughts on the ongoing challenges need practical solutions. 

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Do Financial Advisors Really Improve Retirement Readiness? show art Do Financial Advisors Really Improve Retirement Readiness?

Something More with Chris Boyd

With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers.  Chris also references American College of Financial Services survey reported on by Barron’s which answers the question, “Do Financial Advisors Really Improve Retirement Readiness?”  

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Government shut down show art Government shut down

Something More with Chris Boyd

Could a Government Shut Down be only days away?  Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down.  Complicating negotiations are enormous deficits and growing debt.  Chris weighs in on declining global trade, the challenges of target date funds, and other items in this week’s news.

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Mailbag Questions-Timeshare Beware show art Mailbag Questions-Timeshare Beware

Something More with Chris Boyd

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many investors are chasing yield, which may actually be adding more risk than is perceived. Chris and Jeff share their thoughts regarding total return versus income. The segment concludes with a dialogue of the dangers and costs of buying and owning a timeshare.   #InvestmentYield #TotalReturnVsIncome #FinancialInsights #InvestmentTips #RiskManagement #TimeshareRisks       Chasing Investment Yield Total Return vs. Income...

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5 Worst things that harm your retirement plan show art 5 Worst things that harm your retirement plan

Something More with Chris Boyd

Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees about mistakes and major life events, and how it impacted their retirement. Chris and Jeff review the top five results and offer specific commentary on how to avoid making these mistakes and other ways to enhance your retirement financial plan. A copy of this article can be found at the link below: https://www.fool.com/retirement/2024/02/01/americans-label-these-5-things-as-their- worst-reti/   #RetirementPlanningMistakes...

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MailBag Questions- Illiquid Investments show art MailBag Questions- Illiquid Investments

Something More with Chris Boyd

Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also questions Chris about investment portfolios with an overly simplistic design, broad balanced funds, and portfolios with a concentration in a single fund family.   #InvestmentTrusts #DefinedPortfolios #ClosedEndFunds #IlliquidInvestments #InvestmentStrategies #BalancedFunds   Unit Investment Trusts (UITs) Defined Portfolio Investments Closed-End Fund Strategies...

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Family Meetings show art Family Meetings

Something More with Chris Boyd

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where including family members in meetings with financial advisors makes the most sense. Bob offers advice on what types of information should be shared with your children and in what context. The importance of estate planning is also highlighted.   #FamilyFinancialPlanning #EstatePlanning #FinancialAdvisors #FamilyFinance #Plan4Life #FinancialTips #FinancialInsights...

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Understanding Bonds 101 show art Understanding Bonds 101

Something More with Chris Boyd

Understanding Bonds 101 – Chris Boyd goes back to the basics of investing in Bonds.  Chris starts out by explaining how stocks and bonds are different and why each has their proper place in one’s investment portfolio.  Chris discusses the different types of bonds, bond investment vehicles, and their associated levels of risk.  He points out that while bonds pay a fixed interest rate that becomes more attractive if interest rates fall, it also drives up demand and the price of the bond.  Conversely, if interest rates rise, the price of a bond will go down. ...

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More Episodes

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement.

Key Takeaways:

  • The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap.
  • Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement.
  • Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy.

Why You Should Listen:

Navigating the path to retirement can be complex and stressful. Whether you're five years away from retirement or just starting to consider it, this episode provides a wealth of knowledge to help you make informed decisions that could substantially impact your quality of life during your golden years.

Don't miss this episode filled with actionable advice, expert insights, and the personal touch that makes "Something More with Chris Boyd" a must-listen for your financial well-being.

 

If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901.

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