Something More with Chris Boyd
"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
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Media Power Plays & Market Signals: Warner Bros Deal + In the News
12/22/2025
Media Power Plays & Market Signals: Warner Bros Deal + In the News
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 growth, and your portfolio. From hostile takeovers to macroeconomic trends, we break down what investors need to know and how these developments might influence markets in 2026. Join Chris Boyd, Jeff Perry, and Brian Regan for insights that go beyond the headlines. #InvestingInsights #MarketTrends #MediaMerger #WarnerBrosDeal #EconomicUpdate #InflationWatch #FinancialPodcast #StreamingWars #ChrisBoydShow #PortfolioStrategy For more information or to reach TEAM AMR, click the following link:
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Rebalancing for the Future: Why Your Portfolio Needs Attention Now
12/19/2025
Rebalancing for the Future: Why Your Portfolio Needs Attention Now
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 an advisor or manage your own investments, this conversation offers practical insights to help you make informed decisions. Tune in to learn how to position your portfolio for success in the coming year. #PortfolioReview #YearEndPlanning #InvestmentStrategy #AssetAllocation #FinancialPlanning #WealthManagement #MarketInsights #Rebalancing #SomethingMorePodcast #MoneyMatters For more information or to reach TEAM AMR, click the following link:
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Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends
12/15/2025
Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends
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 shake up monetary policy? Our team dives into the data, the dissent within the Fed, and the political dynamics that could influence economic outcomes. If you want insights on interest rates, housing trends, and the forces shaping 2026, this episode is packed with valuable perspective. #EconomicPredictions #2026Forecast #InterestRates #InflationTrends #HousingMarket #FedPolicy #FinancialPlanning #MarketInsights #SomethingMorePodcast #WealthManagement For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team
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Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill
12/12/2025
Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill
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, temporary tax breaks, and why “taxes are on sale” right now. Whether you’re planning for retirement or simply want to maximize your refund, these insights can help you make informed decisions before the year ends. Tune in and learn how to turn tax law changes into financial opportunities. #YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips #WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters #SomethingMorePodcast For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team
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Stress Less, Live More: A Blueprint for a Fulfilling Retirement
12/08/2025
Stress Less, Live More: A Blueprint for a Fulfilling Retirement
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 without fear of running out of resources. Tune in for strategies to thrive physically, mentally, and financially throughout your retirement journey. #HealthyLongevity #RetirementPlanning #StressManagement #FinancialWellness #PurposefulLiving #SomethingMorePodcast #HealthyRetirement #financialplanning For more information or to reach TEAM AMR, click the following link: For more on Dr. Landry, please visit his website at:
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Financial Planning or Product Pitch? How to Spot the Difference!
12/05/2025
Financial Planning or Product Pitch? How to Spot the Difference!
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 interest. Don’t get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary. #FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities #WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice #RiskManagement #SmartInvesting For more information or to reach TEAM AMR, click the following link:
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The Season of Giving: Charitable Strategies and Tax Tips for Year-End
12/02/2025
The Season of Giving: Charitable Strategies and Tax Tips for Year-End
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 #Nonprofits #Philanthropy #MoneyMatters #ChrisBoydPodcast For more information or to reach TEAM AMR, click the following link:
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Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
11/28/2025
Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
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 conversation is packed with clarity and actionable advice. #MedicareEnrollment #RetirementPlanning #FinancialWellness #MedicareMadeSimple #OpenEnrollment #SocialSecurity #MoneyMatters #ChrisBoydPodcast #HealthcarePlanning #SeniorLiving For more information or to reach TEAM AMR, click the following link:
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Planning for Long-Term Care: Costs, Risks & Smart Strategies
11/24/2025
Planning for Long-Term Care: Costs, Risks & Smart Strategies
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 will need some form of care. Tune in for practical insights and strategies to protect your wealth and peace of mind. #LongTermCare #FinancialPlanning #RetirementPlanning #WealthManagement #Insurance #CareCosts #AgingWell #FinancialSecurity #ChrisBoyd #SomethingMorePodcast #MoneyMatters #RiskManagement For more information or to reach TEAM AMR, click the following link:
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Markets, Fears & AI: What’s Driving Today’s Rally?
11/21/2025
Markets, Fears & AI: What’s Driving Today’s Rally?
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 #Earnings #DollarDominance #Inflation #TechStocks #FinancialPodcast #ChrisBoyd #EconomicTrends #StockMarket #JobsReport For more information or to reach TEAM AMR, click the following link:
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Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls
11/17/2025
Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls
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 perspectives, and strategies to navigate today’s complex financial landscape. #SomethingMorePodcast #FinancialInsights #GovernmentShutdown #MortgageTrends #InsuranceAwareness #InvestorEducation #WealthManagement #FinancialPlanning #MoneyMatters #FiduciaryAdvice For more information or to reach TEAM AMR, click the following link:
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“K” Shaped Economy: Market Momentum vs. Economic Headwinds
11/14/2025
“K” Shaped Economy: Market Momentum vs. Economic Headwinds
“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 you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights. #SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely #FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy #WealthManagement AMR Team Webinar | Q4 Economics and Market Outlook link: https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL uyB3N6 For more information or to reach TEAM AMR, click the following-
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Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
11/10/2025
Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
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, how to manage liquidity, and why time in the market beats timing the market. If uncertainty makes you nervous, this conversation will help you keep perspective and stick to your financial plan. #FinancialPlanning #MarketRisk #InvestingWisely #StockMarket #RetirementPlanning #DollarCostAveraging #AMRTeam #SomethingMorePodcast #EconomicUncertainty #WealthManagement #PortfolioStrategy #WealthManagement #ChrisBoyd #JeffPerry #RussBall #FinanicialPlanning #Inthenews #Governmentshutdown
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Market Crashes, AI, and Risk Management: A lot has changed since 1929
11/07/2025
Market Crashes, AI, and Risk Management: A lot has changed since 1929
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 valuations, AI’s role in fueling market optimism, and practical strategies for protecting your portfolio. Topics discussed include liquidity buffers, diversification, asset allocation, rebalancing and stress testing. If you’ve been wondering how to prepare for uncertainty, this episode is packed with insights you won’t want to miss. #FinancialPlanning #MarketCrash #InvestingWisely #RiskManagement #PortfolioStrategy #AIandMarkets #1929Lessons #WealthManagement #ChrisBoyd #JeffPerry #FinanicialPlanning #Divesification For more information or to reach TEAM AMR, click the following link:
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Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
11/03/2025
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
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 consequences of mutual fund capital gains -Strategic use of Required Minimum Distributions (RMDs) -The power of Qualified Charitable Distributions (QCDs) -Roth conversions and how they can reduce future tax burdens -Tax-loss harvesting and other overlooked opportunities -Temporary tax benefits under current legislation and why timing matters #YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting #FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast #InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam For more information or to reach TEAM AMR, click the following link:
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Markets, Shutdowns, Trumps trip to Asia
10/31/2025
Markets, Shutdowns, Trumps trip to Asia
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 premium changes, and the broader healthcare inflation landscape. Plus, Chris and Jeff touch on international trade updates from the President’s trip to Asia, including rare earth agreements and tariff negotiations with China. Whether you're a seasoned investor or just keeping an eye on the markets, this episode offers timely insights to help you stay informed and proactive. #InvestingInsights #MarketUpdate #GovernmentShutdown #FederalReserve #SocialSecurity #MedicarePremiums #EconomicOutlook #FinancialPlanning #WealthEnhancement #TradeTalks #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam For more information or to reach TEAM AMR, click the following link:
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Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
10/27/2025
Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
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, and even leveraging time off to increase lifetime earning potential. If you have ever wondered how to avoid burnout, make bold life choices, and still stay financially secure, this conversation and her new book “Retire Often” might just be for you. To learn more about Jillian and “Retire Often” check out the link below: https://retireoften.com/ #RetireOften #MiniRetirement #WorkLifeBalance #FinancialPlanning #CareerGrowth #LifestyleDesign #WealthEnhancement #Podcast #PersonalFinance #LifePlanning #WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry #jillianjohnsrud For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
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Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
10/24/2025
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
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 up is an engaging conversation about “Exit Planning” for business owners, including how to unlock wealth, create liquidity, and align business decisions with personal goals. #FinancialPlanning #ExitPlanning #BusinessOwners #SuccessionPlanning #CFP #CEPA #WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry #paulbrahim #wealthenhancement For more information or to reach TEAM AMR, click the following link:
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Compelling Reasons you Need a Financial Advisor
10/20/2025
Compelling Reasons you Need a Financial Advisor
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 compensation models in the financial advisory world. They also offer practical advice on how to evaluate a financial advisor, including the three essential questions every investor should ask. Whether you are managing your own finances or considering professional guidance, this episode offers insights that could help you uncover blind spots and make more confident decisions about your financial future. #FinancialPlanning #WealthManagement #JeffPerry #RussBall #ChristineBenz #FinancialPlan #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #FinancialAdvisor To read Christine Benz’ article, click the link below: For more information or to reach TEAM AMR, click the following link:
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Touching the Third Rail of Politics - 7 ways to save Social Security
10/17/2025
Touching the Third Rail of Politics - 7 ways to save Social Security
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. Whether or not President Trump and Congress will touch the “third rail” of politics or “kick the can down the road” is anyone’s guess. For the survival of Social Security as we know it, let’s hope reform is sooner rather than later. While you might not prefer some of the options discussed, Jeff and Russ make a compelling case that doing nothing is not a good plan. #FinancialPlanning #WealthManagement #SocialSecurity #JeffPerry #RussBall #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance Click the link below to review Jeff’s article on Saving Social Security: For more information or to reach TEAM AMR, click the following link:
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Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies
10/13/2025
Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies
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 tax losses and manage capital gains Maximize work plan contributions (including the new “super catch-up”!) Plan Roth conversions strategically Revisit Medicare Advantage options Update beneficiaries and estate plans Don't miss this timely conversation that could save you money and help you finish the year financially strong. Listen now at SomethingMoreWithChrisBoyd.com or wherever you get your podcasts. #YearEndPlanning #FinancialFreedom #RMDs #RothConversion #TaxSmart #RetirementPlanning #QCD #CapitalGains #EstatePlanning #MedicareEnrollment #FinancialAdvisor #WealthEnhancement #ChrisBoydPodcast #MoneyMatters
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Tariffs, Tech & Turbulence: Navigating Q4 with Confidence
10/10/2025
Tariffs, Tech & Turbulence: Navigating Q4 with Confidence
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 and long-term bonds Portfolio strategies to balance risk and opportunity Whether you're concerned about recession risks or excited by the AI revolution, this episode offers a thoughtful, data-driven perspective on how to position your investments for the months ahead. Listen now at SomethingMoreWithChrisBoyd.com or wherever you get your podcasts. #Q4Outlook #MarketInsights #AIInvesting #TariffImpact #PortfolioStrategy #FinancialPlanning #ChrisBoydPodcast #WealthEnhancement #GoldInvesting #YieldCurve #RegionalBanks #InvestmentOutlook #EconomicUpdate #SmartInvesting
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Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert
10/06/2025
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Keys to a Successful Retirement. Together, they explore the emotional and psychological journey of retirement and what happens after you hit your financial goals. Fritz shares insights from his own experience and research, including the four phases of retirement, the surprising link between retirement and depression, and how identity, purpose, and relationships play a critical role in a fulfilling post-career life. Whether you are nearing retirement or advising someone who is, this conversation offers valuable guidance on preparing for the non- financial aspects of the transition. #RetirementPlanning #PurposeInRetirement #FritzGilbert FinancialPlanning #TheRetirementManifesto #FinancialFreedom #LifeAfterWork #RetirementTransition #IdentityAndPurpose #KeysToRetirement https://www.theretirementmanifesto.com/retirement-success/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
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Who You Gonna Call? ... Not Ghostbusters
10/03/2025
Who You Gonna Call? ... Not Ghostbusters
Who You Gonna Call? ... Not Ghostbusters 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. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple “Who to Call” list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #LegacyPlanning Click the link below to review the recent episode with the Digital Wrangler: https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7 p9dcRTLuyB3N6&index=69 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
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Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes
09/29/2025
Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes
In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or long-held business equity, these situations can create significant tax and portfolio risk. The team explores smart strategies to manage exposure, reduce volatility, and navigate tax implications without necessarily selling. This episode is a must-listen for investors facing concentrated positions or advisors helping clients preserve wealth while minimizing tax burdens. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk #WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging #AssetAllocation
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From Pensions to Long-Term Care: Insurance Planning That Works
09/26/2025
From Pensions to Long-Term Care: Insurance Planning That Works
In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. From pension maximization strategies to hybrid long-term care solutions, they explore how retirees can protect their loved ones, preserve wealth, and manage healthcare risks. Whether you are nearing retirement or advising those who are, this conversation offers essential insights into modern insurance planning. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #RetirementPlanning #LifeInsurance #PensionMaximization #LongTermCare #HybridLTC #WealthPreservation #FinancialWellness #InsuranceStrategies #EstatePlanning #FinancialPlanning
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The 0.01% Rule and Why Upward Mobility Feels Out of Reach
09/22/2025
The 0.01% Rule and Why Upward Mobility Feels Out of Reach
The 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: For more information or to reach TEAM AMR, click the following link:
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From Highs to Headwinds: Navigating the Economy’s Crosscurrents
09/19/2025
From Highs to Headwinds: Navigating the Economy’s Crosscurrents
From Highs to Headwinds: Navigating the Economy’s Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwinds” that could challenge today’s market highs. From the ripple effects of tariffs and their $800B impact on consumers, to the economic consequences of shifting immigration patterns, student loan repayments, and rising wages, the conversation dives deep into the data, the Fed’s balancing act, and the looming question of recession risk. Whether you’re an investor, business owner, or simply curious about where the economy is headed, this episode offers a grounded, data-driven look at the forces shaping our financial future. #Economy #Markets #Investing #Tariffs #Inflation #RecessionRisk #FederalReserve #EconomicOutlook #PortfolioManagement #FinancePodcast #MarketAnalysis #InterestRates #EconomicHeadwinds #Headwinds #WallofWorry #FinancialPlanning #Investing For more information or to reach TEAM AMR, click the following link:
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Digital Wrangling: Securing Your Online Legacy
09/15/2025
Digital Wrangling: Securing Your Online Legacy
Digital 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: For more information or to reach TEAM AMR, click the following link:
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In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power
09/12/2025
In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power
In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down the recent antitrust remedy imposed on Google and what it means for the internet search monopoly, AI partnerships and exclusive contracts. Then, they dive into the new “Genius Act” framework for stablecoins, exploring how backed digital dollars, smart contracts and blockchain validators could transform cross-border payments and usher in real-world revenue streams. The episode concludes with a fast-paced enthusiastic exchange of various news items related to presidential power. #GoogleAntitrust #StablecoinRegulation #FintechNews #BlockchainInsights #DigitalAssets #IntheNews #FinancialPlanning #PresidentialPower For more information or to reach TEAM AMR, click the following link:
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