Something More with Chris Boyd

Mr. Market is both charming and bipolar – With all the recent volatility in the stock
market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine
magazine which highlights the investing lessons from Benjamim Graham, who authored
“The Intelligent Investor” in 1949. Jeff & Russ outline the lessons from Mr. Graham
who describes “Mr. Market” as a bipolar fellow, very charming but suffering from
incurable emotional...

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian
Kuhn, CFP – With all the recent news stories concerning workforce reduction and
changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth
Enhancement Certified Financial Planner Brian Kuhn to the podcast. Brian provides an
overview of the retirement system and benefits provided to Federal employees. Chris
Boyd and Jeff Perry ask for Br...

What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the
economic and market news of the week, including the continued stock market volatility,
tariffs, the Federal Reserve, unemployment data, consumer sentiment, and inflation. The
trio outlines why having a financial plan is so critical in uncertain times. The
conversation goes on to a discussion about how people make investments decisions
within an empl...

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and
Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net
Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having
employer stock in company plans. The discussion digs into how the gains from an
employer stock program can be distributed according to the NUA rules and be subject to
long term capital gain taxes. Andy sha...

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your
credit card points and airline miles Colin Stroud joins the AMR Team for a highly
informative and entertaining travel related episode. In this episode you will learn more
about why flexible bank cards are a favorite, should you use one credit card or many
cards to earn the most benefits, should you “buy points,” and what are arbitrage
opportunities? Chr...

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and
the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what
a wise investor should do in the midst of the uncertainty. Chris and Jeff attempt to
summarize the recent developments of President Trump’s tariff policy. Chris plays a clip
from a previous episode where he and Professor Jeremy Siegel discuss whether a trade
imb...

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition
to tariffs, estate planning topics discussed include the “Golden Funnel,” multi-
generational wealth, estate taxes, income taxes, using a LLC for your estate planning, and
more.
To reach Attorney Keats Boyd, please call his office at 50...

 Chris Boyd, Jeff Perry, and Russ Ball
discuss the breaking news of the new tariffs known as “Liberation Day” imposed by
President Trump. With the increased market volatility created by the Trump tariff
announcement, Chris, Jeff, and Russ discuss whether it is time to reduce exposure in the
stock market or is it time to add funds while the market is in correction territory. Chris

highlights that investors might wish to review their...

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful
advice and lessons. Chris a...

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth
discussion whether the US economy is heading into a recession. Chris begins the
conversation with a detailed explanation of the definition of a recession, which may not
be as simple as it seems. The trio reviews recent related economic news, including the
potential impact of Trump tariffs, inflation, employment data, retail sales, potential of a
reduction i...

Social Security: To start or not to start, that is the question! – Deciding when to
claim your Social Security benefits might appear to be a simple decision, but making the
wrong decision can have a significant impact on your financial plan and your income
taxes. Chris Boyd, Jeff Perry, and Russ Ball have an in-depth discussion and respond to
the concept of taking Social Security at the earliest possible age and investing the
month...

Donor Advised Funds – If you are charitably inclined, you are likely interested in
maximizing your contribution to your favorite organizations while realizing the largest
potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the benefits of
using a Donor Advised Fund to help with your charitable giving with a flexible strategy
that can offer significant income tax savings. The trio also discusses the legacy benefi...

5 signs it is time to retire – Retirement means different things to different people. Some
people have been planning and preparing for years with a clear retirement date in mind.
For others, it is less etched in stone. But either way, if you are thinking about retiring
anytime soon, there are signs to consider. Chris Boyd and Jeff Perry review a recent
Kiplinger’s article (see full article linked below), which asks are you emotiona...

With this week marking five years since Covid related shutdowns,
Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they
were five years ago and sharing the related personal and financial lessons. The trio
explores the similarities of current stock market movements with the recent tariff policy
to the uncertainty caused by Covid. The value of working with a financial advisor during
turbulent times is...

 Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball
remind listeners of key upcoming filing dates and related retirement account contribution
limits. Jeff and Russ discuss the differences between traditional IRAs and Roth IRAs.
Chris explains the use of a “back door” Roth IRA and Roth conversions. Chris also
advises listeners how 1099’s work with Qualified Charitable Distributions (QCDs).
Chris ends the ep...

With all the market volatility related to tariffs, Chris Boyd invites
Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff
Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff
moves by President Trump as well as commentary why tariffs can be an effective or
harmful tool in political and economic arenas. Brian responds to questions from the
AMR Team related to his vie...

 The founders of Back Nine Nurses, Deborah O’Kelly and Kristen
Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are
responding to the growing needs of senior citizens and their families for trusted,
personalized, and compassionate navigation during times of transition and uncertainty
related to aging. Topics include homecare, assisted living, medical advocacy, hospice,
and the need for advanced estate...

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. The trio digs into why many married women are not involved in the personal finance and
investment decisions of their household and the risks associ...

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you
will likely be spending in retirement. The pair begins the conversation with the age-old
rule that retirees only need 80% of their pre-retirement income in retirement. Chris and
Jeff explore the “retirement smile” and how it can be a good predictor of retirement cash
flow. More than just a podcast about money, Chris and Jeff discuss the various ways
man...