Episodes

Conservative or Risk-Taker? How Your Life Experience Shapes Your Investing
May 26, 2026

Conservative or Risk-Taker? How Your Life Experience Shapes Your Investing

Are you truly a conservative investor, or has your life experience shaped you to think about risk differently? In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan and Russ Ball to talk about ho...
Are You a Roth Convert? Why Many Don’t and When It May Make Sense
May 20, 2026

Are You a Roth Convert? Why Many Don’t and When It May Make Sense

Should you convert to a Roth IRA, or is waiting the better move? In this episode of Something More with Chris Boyd , Chris and Russ Ball take on one of the most common questions in retirement planning and explore why so many ...
Mailbag Episode: Real Questions on Taxes, Real Estate & Retirement Planning
May 12, 2026

Mailbag Episode: Real Questions on Taxes, Real Estate & Retirement Planning

What happens when real-life financial questions don’t have simple answers? In this episode of Something More with Chris Boyd , Chris and Russ Ball open the mailbag to tackle some of the most common—and often misunderstood que...
Caught Between Growth and Risk: Navigating Today’s Market Signals
May 6, 2026

Caught Between Growth and Risk: Navigating Today’s Market Signals

Markets are hitting new highs but is the foundation as strong as it seems? In this 19th anniversary episode of Something More with Chris Boyd , Chris is joined by Brian Regan, CFA, for a deep dive into the latest quarterly ma...
Leadership Matters; sometimes more than investors realize
April 28, 2026

Leadership Matters; sometimes more than investors realize

In this episode of Something More with Chris Boyd , Chris is joined once again by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement , to explore how leadership changes—at major corporations and withi...
War, Markets, and the Strait of Hormuz: What Investors Need to Know Now
April 22, 2026

War, Markets, and the Strait of Hormuz: What Investors Need to Know Now

We’re now two months into the conflict involving Iran—so what does it really mean for markets and your portfolio? In this episode of Something More with Chris Boyd , Chris is joined by Brian Regan, Senior Portfolio Manager on...
When Power of Attorney Isn’t Enough: Real‑World Estate Challenges
April 21, 2026

When Power of Attorney Isn’t Enough: Real‑World Estate Challenges

In part two of Chris Boyd’s conversation with author Beth Pinsker , they dive into the legal and logistical realities families face when a loved one declines or passes away. Beth shares firsthand stories about powers of attor...
Planning for the phone call that changes everything: Financial caregiving for aging parents
April 14, 2026

Planning for the phone call that changes everything: Financial caregiving for aging parents

Most families don’t plan for financial caregiving until they’re forced into it. In this episode, Chris Boyd talks with award‑winning financial journalist and author Beth Pinsker , whose book My Mother’s Money: A Guide to Fina...
Are You Making These Retirement and College Savings Mistakes?
April 7, 2026

Are You Making These Retirement and College Savings Mistakes?

In this episode of Something More with Chris Boyd , Chris and Brian dive into two of the biggest areas where families unintentionally sabotage their financial success: retirement savings missteps and education planning mistak...
Should You Sell When Markets Go Down? Smart Decisions in Volatile Times
March 31, 2026

Should You Sell When Markets Go Down? Smart Decisions in Volatile Times

Why panic selling backfires — and how proper planning prevents emotional mistakes. In this episode of Something More with Chris Boyd, Chris and Brian Regan tackle a timeless question: Why do investors feel the urge to sell wh...
How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)
March 24, 2026

How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)

In Part 2, Chris and Attorney Keats Boyd dive into advanced strategies that protect wealth, reduce risk, and potentially eliminate state‑level estate taxes. Topics include: Why rental property owners should strongly consider ...
What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies
March 17, 2026

What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies

In Part 1 of this in‑depth conversation, Chris Boyd and estate planning attorney F. Keats Boyd III explore the real drivers of an effective estate plan — beyond the basics and far past what most families consider. Topics incl...
Turbulent Times: Markets, Oil, Inflation, and the Yield Curve
March 11, 2026

Turbulent Times: Markets, Oil, Inflation, and the Yield Curve

In this episode of Something More with Chris Boyd , Chris sits down with Brian Regan, CFA® to unpack what’s happening in financial markets amid rising geopolitical tensions and inflation pressures. Despite conflicts abroad an...
When Conflict Hits the Headlines: How Investors Can Stay Steady
March 2, 2026

When Conflict Hits the Headlines: How Investors Can Stay Steady

War in the Middle East. Oil up sharply. Markets on edge. Should investors panic-or stay the course? On this episode of Something More with Chris Boyd , Chris Boyd sits down with Brian Regan and Russ Ball to unpack the financi...
Diving Deep on Social Security decisions with Marsha Mantell (part two)
Feb. 24, 2026

Diving Deep on Social Security decisions with Marsha Mantell (part two)

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 rea...
What’s in the Mailbag? Real Questions, Smart Financial Decisions
Feb. 18, 2026

What’s in the Mailbag? Real Questions, Smart Financial Decisions

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 rightsiz...
Social Security – Lightly Toasted, Not Burnt with Marsha Mantell
Feb. 11, 2026

Social Security – Lightly Toasted, Not Burnt with Marsha Mantell

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 fu...
Mortgage Matters: Rates, Refinancing, and Smart Strategies for Today’s Market
Feb. 4, 2026

Mortgage Matters: Rates, Refinancing, and Smart Strategies for Today’s Market

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, an...
AI, Interest Rates, and the Road Ahead
Jan. 29, 2026

AI, Interest Rates, and the Road Ahead

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...
AI vs. The Human Financial Planner:
Jan. 28, 2026

AI vs. The Human Financial Planner:

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 Jef...
Portfolio Positioning for 2026: Lessons, Risks, and Opportunities
Jan. 21, 2026

Portfolio Positioning for 2026: Lessons, Risks, and Opportunities

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 j...
Retire Overseas: Cost, Culture, and Considerations
Jan. 12, 2026

Retire Overseas: Cost, Culture, and Considerations

Thinking about retiring abroad? 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. -Cost of living advant...
Maximize Your Money in 2026: Retirement, Taxes & More
Jan. 9, 2026

Maximize Your Money in 2026: Retirement, Taxes & More

Start 2026 with a plan that works for you. In our latest episode of Something More with Chris Boyd , we explore practical steps to make this year your strongest yet—financially and personally. -Update your W-4 and review tax ...
New Year, New Goals: Is it Time for a Second Opinion on Your Plan?
Jan. 2, 2026

New Year, New Goals: Is it Time for a Second Opinion on Your Plan?

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 financi...