Something More with Chris Boyd

Maximize Your Match: Celebrating National 401(K) Day
In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball
to celebrate National 401(K) Day and unpack the true power of your workplace
retirement plan. You will learn why pre-tax contributions reduce your taxable income
now, how Roth options let your savings grow tax-free, and exactly why missing out on an
employer match is like leaving cash on the tab...

Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen
Mahoney, Director of Care Management for Live Well Care Management. In this candid
conversation, you will discover why healthcare emergencies are not always “somebody else’s”
problem and how having a dedicated advocate can make all the difference when navigating
hospital stays, new diagnoses, or long-term care planning. In this episode, you will le...

Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with
senior portfolio manager Brian Regan to unpack why gold still captures investors’ imaginations
and also their dollars. From the historic change in the Gold Standard at Bretton Woods and the
Nixon shock to today’s headlines and Costco’s unexpected bullion boom, Jeff and Brian explore
the real drivers behind gold’s rise, the role of investor psycho...

Navigating love, legacy, and liquidity- this episode of Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended families, and estate planning. Chris and Russ Ball explore how to protect your wealth, honor your relationships, and make smart decisions about cash flow, prenuptial agreements, and retirement readiness. Whether you're newly remarried or simply rethinking your financial futur...

In this episode of Something More with Chris Boyd, Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair, Jerome Powell. From historical power struggles to current-day maneuvering by the president, they explore how monetary policy, interest rates, and central bank independence shape the economy- and your portfolio. With echoes of Nixon-era stagflation and Volcker’s radical reforms, t...

5 Questions to Answer Before Retiring Early

Thinking about retiring early?

Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball explore critical considerations that can make or break your early retirement plans. From financial readiness to lifestyle planning, this conversation is packed ...

Alternative Assets in Retirement Plans: Good or Bad Idea?

In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k’s, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highligh...

Boomers, Benefits & the Budget: What’s Next for Social Security?
In this timely and informative episode of Something More with Chris Boyd, Social Security
expert Marcia Mantell (see link below) returns and joins Chris Boyd and Jeff Perry to unpack
recent legislative changes, dispel common myths, and offer practical guidance for retirees,
widows, and public employees navigating the evolving Social Security landscape. Highlights
from...

Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of
Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely
topics- from nostalgic movie favorites to serious financial planning insights. Topics include:
-A preview of the upcoming webinar on managing your digital footprint and estate
planning in a tech-driven world (see link below to register).
-A timely reminder about ...

Long-term Care Insurance: One size does not fit all

 Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into the topic of long-term care insurance. The podcast begins with a detailed discussion of who needs long-term care insurance. Linda answers questions regarding how these policies work, what they cover, and typical limits. The conversation shifts to an in-depth conversation abo...

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning 

Jeff Perry and Russ Ball tackle questions from listeners and clients.

To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes.

Next up is a series of questions resulting from the passage of President Trump’s “One Big Beautiful Bill’ to include how the new senior tax deduction works and the details...

Portfolio Pitfalls: 5 Mistakes You Can’t Afford to Make – Timing the market, lack of
international equity exposure, taking on too much investment risk, attempting to predict the
movement of interest rates, and lacking protection against inflation are just some of the mistakes many investors can make. Chris Boyd, Jeff Perry, and Russ Ball offer advice on these issues and others as they explore how common portfolio mistakes can derai...

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff
Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or
don’t spend their accumulated wealth. Topics include funding a college education, paying for
long-term care, or simply treating your family with gifting; there are plenty of ways to use your
hard-earned wealth. In the context of a comprehensive financial p...

When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental
entities to finance public projects like schools, highways, or water systems. For investors seeking
stability and tax advantages, municipal bonds can be an appealing component of a diversified
portfolio. However, as with any investment, they are rarely a good choice as their suitability
depends on individual circumstances, risk tolerance, and b...

OBBB Is Law, So What’s In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big
Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of
the Trump agenda that was included in the OBBB, including additional funds for the military,
border security, and an extension of the tax cuts. Jeff highlights that many provisions of the
OBBB are favorable towards the low and moderate income workf...

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high
levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed
review of the first half of the year and an outlook for the remainder of 2025. With a focus on
valuation metrics, Brian offers general commentary on the stock market as well as specific
sectors, including utilities and semiconductors. Brian also ...

• Why tax planning is more than just filing—it’s about lifet...

• Market performance ...

The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in life without falling into the anxiety traps of
conventional success principles books. Dr. Grumet shares his own compelling pe...