Something More with Chris Boyd

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...

November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the im...

In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the optimism. We will explore what this mea...

In this episode of Something More with Chris Boyd, we tackle several hot topics impacting
investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the related consumer lessons of having ...

"K" Shaped Economy: Market Momentum vs. Economic Headwinds
In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the
bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates sh...

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geop...

Market Crashes, AI, and Risk Management: A lot has changed since 1929
In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin's new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? Chris and Jeff explore what made the 1929 crash so severe, why today's markets are
fun...

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore
essential year-end tax planning strategies that can help investors and retirees avoid penalties
and optimize their financial outcomes. Whether you're managing your own portfolio or working
with a financial advisor, this episode is packed with actionable insights to help you...

Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know
In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth
Enhancement to unpack the latest headlines and their implications for investors. From the
ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the
Federal Reserve's recent rate decision made without key government data, we explore how t...

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by
AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author
of Retire Often. In this episode, we explore Jillian's unique approach to creating a fulfilling life
through mini-retirements or short breaks that can boost your career trajectory, ...

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul
Brahim

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special
guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in
Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business
owners through retirement planning, succession strategies, and financial welln...

Compelling Reasons You Need a Financial Advisor
This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR
team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, "Why I Have a
Financial Planner," Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Together, Jeff and Russ explore the val...

Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff's recent article linked below. While there is not a single solution that is likely to address Social Security's funding challenges on its own, there are many potential approaches to the looming reduction in benefits. To gain the public and political support needed, a combination of strategies to both increase revenue and contain cost reductions will...