Episodes

April 25, 2025

Federal Employees: Retirement & Layoffs

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth...

April 21, 2025

What's the Buzz? Recent Lessons

What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market volatility, tariffs, the Federal Reserve, unemployment data, consumer sentiment, and...

April 18, 2025

Do I need to know about NUAs?

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having employer stock...

April 14, 2025

GO SOMEWHERE - Colin Stroud

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a highly informative and entertaining travel related episode. In this episode you will learn...

April 11, 2025

What A Week! So, Is It Over?

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff...

April 7, 2025

Tariffs and how they relate to an estate planning checkup

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics...

April 4, 2025

New Trump Tariffs and the Stock Market

Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as “Liberation Day” imposed by President Trump. With the increased market volatility created by the Trump tariff announcement, Chris, Jeff, and Russ...

March 31, 2025

What to do when a parent dies?

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the...

March 28, 2025

Recession?

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the conversation with a detailed explanation of the definition of a recession, which may not be...

March 24, 2025

Social Security: To start or not to start, that is the question

Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision, but making the wrong decision can have a significant impact on your financial plan and your...

March 21, 2025

Donor Advised Funds

Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing the largest potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the...

March 17, 2025

5 signs it is time to retire

5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear retirement date in mind. For others, it is less etched in stone. But either way, if you are...

March 14, 2025

It has been 5 years

With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were five years ago and sharing the related personal and financial lessons. The trio explores the...

March 10, 2025

Tax Time

Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account contribution limits. Jeff and Russ discuss the differences between traditional IRAs and...

March 7, 2025

Markets and Tariffs

With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff moves by...

March 3, 2025

Navigating aging care with Back Nine Nurses

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized,...

Feb. 28, 2025

Married Women Need to Pay Attention

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and...

Feb. 24, 2025

Is 80% enough?

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with the age-old rule that retirees only need 80% of their pre-retirement income in retirement....

Feb. 21, 2025

Family Planning – not what you are probably thinking?

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider...

Feb. 17, 2025

Challenges to an early retirement

Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how some clients have an undefined desire to retire early, and frequently fail to consider the...

Feb. 14, 2025

Fires - Are You Properly Covered?

Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris Boyd welcomes Special Guest Doug MacDonald, CPCU to the episode. Joining them is Jeff...

Feb. 10, 2025

How much can I take?

How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and Russ Ball review a recent Morningstar article (see link below). The...

Feb. 7, 2025

Free Yourself

Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and when engaging a financial advisor can have a meaningful impact on free time as well as your financial plan. The trio share commentary how handing over the reins of...

Feb. 3, 2025

What’s new for Social Security in 2025?

What’s new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the recent changes to Social Security benefits. Jeff Perry and Russ Ball discuss the recent...