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...
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The Season of Giving: Charitable Strategies and Tax Tips for Year-End
Something More with Chris Boyd
As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan.Tune in for practical tips and insights to navigate charitable contributions during this festiveseason. #GivingTuesday #SeasonOfGiving #CharitableGiving #FinancialPlanning #TaxTips #HolidayGiving...
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Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
Something More with Chris Boyd
Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistakes and penalties. Plus, we touch on Social Security updates and what’s ahead for retirees. If you’re approaching Medicare decisions or helping a loved one, this...
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Planning for Long-Term Care: Costs, Risks & Smart Strategies
Something More with Chris Boyd
November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the impact on your financial security, we break down what you need to know to prepare wisely. Do not ignore this risk as 70% of retirees...
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Markets, Fears & AI: What’s Driving Today’s Rally?
Something More with Chris Boyd
In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors’ minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA’s blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the optimism. We will explore what this means for AI, energy demands, and the future of investing. Stay tuned for insights you will not want to miss! #Investing #Markets #AI #NVIDIA...
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Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, we tackle several hot topics impacting investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the related consumer lessons of having a full understanding of what you are buying and don’t simply rely of what a salesperson is saying. Join us for practical insights, fiduciary...
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“K” Shaped Economy: Market Momentum vs. Economic Headwinds
Something More with Chris Boyd
“K” Shaped Economy: Market Momentum vs. Economic Headwinds In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the bifurcated state of today’s economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like “Don’t fight the Fed” and “The trend is your friend.” Whether...
info_outline5 signs it is time to retire – Retirement means different things to different people. Some
people have been planning and preparing for years with a clear retirement date in mind.
For others, it is less etched in stone. But either way, if you are thinking about retiring
anytime soon, there are signs to consider. Chris Boyd and Jeff Perry review a recent
Kiplinger’s article (see full article linked below), which asks are you emotionally ready?
Have you saved enough? Do you have a post-retirement plan? Can you handle your bank
account depleting? Have you talked with your spouse? Listen in as you might be
surprised where the conversation goes.
https://www.kiplinger.com/retirement/retirement-planning/five-signs-its-time-to-retire-in-
2025
For more information or to reach Chris Boyd or Jeff Perry, click