“The Season of Giving: Charitable Strategies and Tax Tips for Year-End” 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 cha...
“Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel” Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris...
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 ...
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 Ru...
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 - NVIDI...
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 fo...
“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...
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...
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...
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 investo...
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 implicatio...
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 gu...
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 Fin...
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 ...
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...
Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd , Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Require...
Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd , Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep d...
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Ke...
Who You Gonna Call? ... Not Ghostbusters 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. The dialogue begins with brief commentary on the...
In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or lo...
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. Fr...
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 exp...
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 “headwi...
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...
