Digital Wrangling: Securing Your Online Legacy
Something More with Chris Boyd
Release Date: 09/15/2025
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...
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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...
info_outlineDigital Wrangling: Securing Your Online Legacy
In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement
sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets.
Far beyond cryptocurrency, our guest explains how every email, social media profile,
cloud storage, and even auto-ship subscriptions form part of your digital estate. Kate
walks us through real-world examples, from photos saved on your phone to streaming
services tied to your account and explains why it is critical to think about who can access
your devices when you are no longer able. We also tackle the sticky challenges of
incapacity: durable powers of attorney, the limitations of terms of service agreements,
and the conversations you need to have now to spare your family headaches later. By the
end of this episode, you will have a clear roadmap for making an inventory of your
digital footprint, designating trusted contacts, and weaving your online life into your
broader estate plan.
#FinancialPlanning #DigitalLegacy #DigitalAssets #EstatePlanning #TechTalk
For Kate’s freebie (My Estate & Life Organizer), click the following link:
https://www.thedigitalwrangler.com/
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr