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
Episodes
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...
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 stand...
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, an...
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, fro...
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, e...
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced
estate planning strategies that go far beyond drafting a simple will. They explore how
revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep
wealth concentrated and shielded from high trust tax rates. Next, the trio dives into
family governan...
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...
Popular Podcasts
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The official podcast of comedian Joe Rogan.
If you eat, sleep, and breathe true crime, TRUE CRIME TONIGHT is serving up your nightly fix. Five nights a week, KT STUDIOS & iHEART RADIO invite listeners to pull up a seat for an unfiltered look at the biggest cases making headlines, celebrity scandals, and the trials everyone is watching. With a mix of expert analysis, hot takes, and listener call-ins, TRUE CRIME TONIGHT goes beyond the headlines to uncover the twists, turns, and unanswered questions that keep us all obsessed—because, at TRUE CRIME TONIGHT, there’s a seat for everyone. Whether breaking down crime scene forensics, scrutinizing serial killers, or debating the most binge-worthy true crime docs, True Crime Tonight is the fresh, fast-paced, and slightly addictive home for true crime lovers.
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.