RMD’s and things to remember
Something More with Chris Boyd
RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections. Next Chris shares detailed lessons about Required Minimum Distributions. The dialogue transitions to items to consider before the end of the year, including retirement contributions, Roth conversions, charitable giving and QCD’s. For more information or to reach Chris Boyd or Jeff Perry, click the below link:...
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Election and Investing
Something More with Chris Boyd
Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the stock market has performed under prior Presidents. Brian shares detailed commentary of the likely economic outcomes of a Trump or Harris presidency. Jeff and Brian dig into issues of tax policy, deficit spending, employment, tariffs, and geo-politics. For more information or to reach Chris Boyd, Brian Regan or Jeff Perry, click the below link:
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Retirement Confidence
Something More with Chris Boyd
Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include responses about Social Security, pensions, IRAs/401Ks, inflation, working after retirement and various expected sources of income. The discussion goes off on a tangent as the pair discuss the non-financial aspects of retirement planning. Chris also invites you to join him at an upcoming seminar titled “Your Retirement Countdown”. Click the...
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End of Year Planning
Something More with Chris Boyd
End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds everyone why it is important to check and update your beneficiaries. Chris and Jeff also inform listeners of the new AMR Team office location in Hyannis and discuss the recent Grand Opening ceremony. For more information or to reach Chris Boyd or...
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College Planning – Part 2
Something More with Chris Boyd
College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy Wittman of College Inside Track. Cozy offers her thoughts on how to find the best “fit” for your student in the college selection. In addition, Cozy outlines the financial aid process and dispels some commonly held beliefs of which colleges may be the best value. Cozy also explains the FAFSA process and offers her advice as to what students and families should do with the announcement of the FAFSA opening delay. To watch the...
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College Planning – Part 1
Something More with Chris Boyd
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth the cost. Chris and Jeff then turn to the different ways to save and invest for future college expenses. The conversation focuses on the use of 529 plans. Jeff highlights why grandparents may be the best choice to set up a 529 plan. Chris and Jeff discuss what happens to 529 plan funds if they are not needed for college expenses. To watch the...
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The Survey Says; Retirement Lifestyle Study
Something More with Chris Boyd
The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political concerns of the respondents as being inflation and taxes. Aya answers questions of the significance of elections and the stock market. Jeff outlines the lifestyle and happiness survey data among different generations. Chris asks Aya for her thoughts on the various geo-political events and how they could impact investors. ...
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Does China care about our elections?
Something More with Chris Boyd
Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and disruption? In addition to the U.S. Election, Andrew responds to questions about Chinese life & culture, tariffs, and alliances with North Korea and Russia. Andrews also offers commentary concerning China’s conflicts in the region, including the Philippines, Vietnam and India. For a related recent article by Andrew Singer, click the link...
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Critical Financial Steps to Take Before You Retire
Something More with Chris Boyd
Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from your fulltime work. The conversation turns to Social Security planning and how it fits into the overall retirement income puzzle. Jeff warns listeners of the impact of failing to plan for future inflation. Chris shares his thoughts why it is so critical to identify your own retirement income style before you retire and suggests that people should...
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Why Investors Missed Out on 15%
Something More with Chris Boyd
Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture a greater share of their funds total returns in the future” (see link to the article below). The dialogue shifts to an in-depth look at how behavioral and psychological factors can harm investment performance. The conversation also includes an...
info_outlineWhy we ask the questions we ask – Chris Boyd and Jeff Perry
explain why financial advisors ask so many questions. Many of the questions may not
seem relevant to the creation of a financial plan. The conversation starts with the first
meeting which Chris calls the “getting to know you meeting” and follow up document
gathering. Subjects covered include a wide variety of financial planning topics, goal
setting and how one’s goals should drive one’s financial plans. Chris and Jeff discuss
why questions about your health, family situations, and where you live are important to
the creation of a successful financial plan. Chris and Jeff also remind listeners of the
upcoming online seminar about college planning on September 24th (see link below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751