Something More with Chris Boyd

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

November 4, 2024 45 mins

Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry
for a dynamic conversation about the Meaning of Money. This episode is about a lot
more than counting the dollars! Topics discussed include, why we give money meaning,
money and emotion, money and relationships, identifying influences/origins of money
messages, illustrating impact of money messages on financial behaviors, and highlighting
impact on ad...

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RMD’s and things to remember – Just back from the Ed Slott conference in San Diego,
Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry.
The conversation begins with brief commentary on the upcoming elections. Next Chris
shares detailed lessons about Required Minimum Distributions. The dialogue transitions
to items to consider before the end of the year, including retirement contributions, Roth
...

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October 28, 2024 38 mins

Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a
lively discussion about how the upcoming election may impact the markets and investors.
The podcast starts out with a review of how the stock market has performed under prior
Presidents. Brian shares detailed commentary of the likely economic outcomes of a
Trump or Harris presidency. Jeff and Brian dig into issues of tax policy, deficit spending,
e...

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October 25, 2024 20 mins

Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th
Annual Retirement Confidence Survey conducted by the Employee Benefit Research
Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include
responses about Social Security, pensions, IRAs/401Ks, inflation, working after
retirement and various expected sources of income. The discussion goes off on a tangent
as the pair disc...

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October 21, 2024 42 mins

End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax
strategies investors may wish to consider prior to the end of the year. Topics discussed
are RMD’s, estate planning, life insurance, charitable giving, deferring income,
accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also
reminds everyone why it is important to check and update your beneficiaries. Chris and
Jeff also...

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October 18, 2024 35 mins

College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their
recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy
Wittman of College Inside Track. Cozy offers her thoughts on how to find the best “fit”
for your student in the college selection. In addition, Cozy outlines the financial aid
process and dispels some commonly held beliefs of which colleges may be the best value.
Cozy al...

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October 14, 2024 43 mins

College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two
episodes from their recent College Planning webinar. In this segment, Chris and Jeff
discuss the current and future cost of college and whether college is still worth the cost.
Chris and Jeff then turn to the different ways to save and invest for future college
expenses. The conversation focuses on the use of 529 plans. Jeff highlights why
grandparents...

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The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and
Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle
Study (linked below). The conversation begins with the survey’s top political concerns of
the respondents as being inflation and taxes. Aya answers questions of the significance of
elections and the stock market. Jeff outlines the lifestyle and happiness survey data
amo...

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October 7, 2024 39 mins

Does China care about our elections? – China expert and Attorney Andrew Singer
joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who
wins elections in the United States or is China most interested in division and disruption?
In addition to the U.S. Election, Andrew responds to questions about Chinese life &
culture, tariffs, and alliances with North Korea and Russia. Andrews also offers
comme...

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Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss
a list of items that should be considered before you retire. On the top of the list is
figuring out what role working part-time will play after you retire from your fulltime
work. The conversation turns to Social Security planning and how it fits into the overall
retirement income puzzle. Jeff warns listeners of the impact of failing to plan for ...

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September 30, 2024 29 mins

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with
an update on the opening of a new office location in Hyannis for the AMR Team. They
also discuss the recent Federal Budget deal and what it may mean after the November
election. Chris and Jeff next review a recent Morningstar article titled “How can
investors capture a greater share of their funds total returns in the future” (see link to the
article...

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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry
asks Chris Boyd about a recent news article that Chris was quote in. The
GoBankingRates article discusses how retirees can be prepared for inflation with forward
thinking and some simple financial strategies (see article at the link below). Topics
covered include Designing Your Retirement Portfolio Intentionally & Asset Allocation,
Delaying Social Se...

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September 23, 2024 33 mins

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins
Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the
Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it
may be telling investors. Brian also responds to Jeff’s questions regarding fixed income
investing and whether the utility sector remains attractive after recent gains. ...

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September 20, 2024 40 mins

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the
upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve
into the complicated subject of planning income for your retirement. The discussion
starts with a review of how pensions and social security can serve as the base of
retirement income. The conversation turns to the different methods of sequencing
withdrawals from t...

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September 16, 2024 38 mins

What’s moving the markets now? The stock market has felt a bit like a rollercoaster
lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets.
Topics include the seasonality of the stock market, the November election, potential of a
government shut down, economic reports of the CPI, PPI, and unemployment, and the
upcoming decision by the Federal Reserve on interest rates. Also, Chris and Jeff opine
on ...

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Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the
Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a
fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related
to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a
comprehensive financial plan, seeking a second opinion on retirement planning, and super-f...

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September 9, 2024 44 mins

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry
welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this
episode for an important discussion of when and how a comprehensive Aging Plan
should be developed.  Topics covered include “Red Flags” that family members should
look for with aging family members, when and how to step in and offer assistance,
caregiver burnout, emotional issues and financial ...

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September 5, 2024 39 mins

International Day of Charity (release on 9/05/24) – In recognition of the International
Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a
chartable intent and who are concerned about income taxes may wish to make charitable
donations. The duo has an active dialogue about the pros and cons of Donor Advised
Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also
discuss the ...

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September 2, 2024 37 mins

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff
Perry for a wide-ranging conversation about the impacts of recent items in the legal and
political news, including the Corporate Transparency Act, Non-Compete Agreements, the
Moore vs United States decision on unrealized gains being taxable, and the new rules on
how listing and buyer real estate agents/brokers compensation has changed. Attorney
Boyd also discusses his upc...

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Take a moment, step back, and ask how do I want to be remembered?  

While most of us don’t wish to contemplate our own death, doing the
necessary estate and financial planning and having the appropriate family conversations
can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd
and Jeff Perry share experiences and client stories that demonstrate why having your
affairs in order is a wonderful gift to...

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