The 0.01% Rule and Why Upward Mobility Feels Out of Reach
Something More with Chris Boyd
Release Date: 09/22/2025
Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
Something More with Chris Boyd
Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today’s markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geopolitical tensions and Supreme Court decisions. Plus, we share practical strategies for both retirees and accumulators: when to rebalance,...
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Market Crashes, AI, and Risk Management: A lot has changed since 1929
Something More with Chris Boyd
Market Crashes, AI, and Risk Management: A lot has changed since 1929 In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin’s new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? Chris and Jeff explore what made the 1929 crash so severe, why today’s markets are fundamentally different, and what lessons history offers for managing risk. They also dive into modern concerns like tech-driven...
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Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
Something More with Chris Boyd
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed with actionable insights to help you finish the year strong and prepare for what’s ahead, including How to avoid IRS penalties through proper withholding and estimated payments -The hidden tax...
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Markets, Shutdowns, Trumps trip to Asia
Something More with Chris Boyd
Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth Enhancement to unpack the latest headlines and their implications for investors. From the ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the Federal Reserve’s recent rate decision made without key government data, we explore how these developments may influence portfolio decisions heading into the final quarter. They also dive into the Social Security cost-of-living adjustment, Medicare...
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Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
Something More with Chris Boyd
Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author of Retire Often. In this episode, we explore Jillian’s unique approach to creating a fulfilling life through mini-retirements or short breaks that can boost your career trajectory, improve work-life balance, and help you rediscover joy. Jillian shares practical strategies for planning these breaks, overcoming fears about career disruption,...
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Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
Something More with Chris Boyd
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business owners through retirement planning, succession strategies, and financial wellness. We dive into the critical topics of “Title” protection for financial planners and why legal and regulatory standards matter for the profession. Next...
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Compelling Reasons you Need a Financial Advisor
Something More with Chris Boyd
Compelling Reasons You Need a Financial Advisor This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR team at Wealth Enhancement Group. Inspired by Christine Benz’s Morningstar article, “Why I Have a Financial Planner,” Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Together, Jeff and Russ explore the value of getting a second opinion on major financial decisions, the importance of stress-testing your retirement plan, and the different...
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Touching the Third Rail of Politics - 7 ways to save Social Security
Something More with Chris Boyd
Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff’s recent article linked below. While there is not a single solution that is likely to address Social Security’s funding challenges on its own, there are many potential approaches to the looming reduction in benefits. To gain the public and political support needed, a combination of strategies to both increase revenue and contain cost reductions will likely be needed. There is no doubt that implementing meaningful long-lasting changes to Social Security will require public support and political courage....
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Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies
Something More with Chris Boyd
Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd, Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Required Minimum Distributions (RMDs) and Roth conversions to maximizing retirement contributions and leveraging Qualified Charitable Distributions (QCDs), this episode is packed with actionable insights. Whether you're retired, still working, or managing inherited IRAs, you'll learn how to: Avoid costly RMD mistakes Use QCDs to reduce taxable income Harvest...
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Tariffs, Tech & Turbulence: Navigating Q4 with Confidence
Something More with Chris Boyd
Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep dive into the economic outlook heading into Q4. They unpack: The hidden drag of tariffs, student loans, and slowing job growth The explosive growth of AI infrastructure and its market impact Why utilities and semiconductors may be the “picks and shovels” of the AI boom How a steepening yield curve could benefit regional banks The surprising strength of gold...
info_outlineThe 0.01% Rule and Why Upward Mobility Feels Out of Reach
In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan
unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio explores
how it can help you make quick, confident financial decisions without overthinking. But
the conversation doesn’t stop there. Brian attempts to explain why so many young
Americans feel stuck in their standard of living, the generational and structural challenges
that shape financial choices, and the trade-offs families face when balancing childcare,
housing, education, healthcare, and career opportunities. Whether you’re early in your
career, approaching retirement, or somewhere in between, this episode offers perspective,
strategies, and a reminder that financial planning is as much about values as it is about
numbers.
#PersonalFinance #MoneyTips #FinancialPlanning #WealthBuilding #UpwardMobility
#GenerationalWealth #EconomicTrends #LifeChoices #RetirementPlanning
#FamilyFinance #CostOfLiving #MoneyMindset
To read Brian’s article, click the link below:
https://www.linkedin.com/pulse/why-economic-vibes-off-brian-regan-cfa-mba-fbi0e/
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr