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
Diving Deep on Social Security decisions with Marsha Mantell (part two)
In this episode of Something More with Chris Boyd, Chris, and Jeff welcome back Social
Security expert and author Marsha Mantell for a deep dive into reallife Social Security case
studies. Drawing from her book Social Security: Lightly Toasted, Not Burned, Marsha shares
relatable scenarios from single earners and hardworking bluecollar couples to divorced spou...
This week on Something More with Chris Boyd, the AMR team with Chris, Jeff Perry,
and Russ Ball dives into the mailbag to tackle the realworld financial questions listeners
are asking right now. From deciding when to rightsize a portfolio, to navigating the
emotional tugofwar of selling after a big gain, to understanding the role of precious
metals, taxes, Roth conversions, annuities, and estate planning, this episode covers a
full...
In this episode of Something More with Chris Boyd, Chris, and Jeff welcome Social Security
expert and author Marsha Mantell for an in-depth conversation on the realities of Social Security
today. From the program's looming funding challenges to the widespread myths about
bankruptcy, grandfathering, and claiming strategies. Marsha breaks down what retirees really
need to know. They explore her new book, Social Security: Lightly Toas...
Mortgage rates have shifted dramatically in recent years, leaving many homebuyers and
homeowners wondering: What is "normal" now? In this episode of Something More with Chris
Boyd, Chris is joined by Jeff Perry, Russ Ball, and special guest Donna McKeown, Senior Loan
Officer at Movement Mortgage, to break down the current mortgage landscape. We discuss
where rates stand today, why expectations have changed, and how to approach refi...
As the new year begins, Chris Boyd and senior portfolio strategist Brian Regan take a
deep, forward-looking look at the economy, markets, and portfolio positioning. This
episode explores how artificial intelligence has become a dominant driver of economic
growth and why its influence is reshaping equity valuations, sector allocation, and long-
term investment strategy.
Brian and Chris explain why today's market differs fundamental...
AI vs. The Human Financial Planner:
Artificial Intelligence is transforming industries, but can it truly replace the human touch in
financial planning? In this episode of Something More with Chris Boyd, Chris is joined by Jeff
Perry and Russ Ball to explore the pros and cons of using AI for personal finance. From quick
answers and efficiency to the pitfalls of "hallucinations" and lack of context, we dive into where
A-I shines and ...
As we kick off a new year, investors face the challenge of navigating ever-changing
market narratives while staying focused on long-term goals. In this episode of Something
More with Chris Boyd, host Jay Christopher Boyd is joined by Jeff Perry and Brian
Regan to discuss key lessons from 2025 and how they shape portfolio strategies for 2026.
From the impact of government policy swings to the role of interest rates and the
evolution...
In our latest episode of Something More with Chris Boyd, we explore the top global destinations for Americans in 2026—from Portugal and Spain to Thailand and Costa Rica.
-Healthcare considerations
-Visa and residency requirements
In our latest episode of Something More with Chris Boyd, we explore practical steps to make this year your strongest yet—financially and personally.
-Understand Roth vs. Traditional strategies
-Rebalance your portfolio after strong marke...
Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's
resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like "What can I do today to move ...
2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptabilit...
Doctors do no harm: Navigating Wealth Management for Medical Professionals
Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career wi...
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?...
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 por...
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. W...
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 charitabl...
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 ins...
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 ma...
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 ...
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...
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