Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”. The pair offer their thoughts on how living in abundance occurs…
Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking …
Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to this episode to discuss a question from the AMR Team Mail Bag. This listener’s question asks about the threats to the strength of the US Dolla…
Market Observations/First Quarter review – Brian Regan joins the show to share his generally positive commentary on the first quarter results in the financial markets. Brian highlights that recent market performance emphasiz…
In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar Eclipse and the economic impact of such an event. …
Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they move onto level 4 – Freedom. Chris and Jeff discuss how Freedom mean…
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whet…
Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see related article linked below). At Level 3, Security i…
Tax Day is upon us – With April 15 th quickly approaching, Chris Boyd reminds listeners of important income tax filing dates for individuals and businesses. Chris Boyd and Jeff Perry discuss the proper income tax withholding…
The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other busin…
Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book “Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold story of how one of America’s most invincible institutions…
Retirement Planning for Women – With March being Women’s History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment to discuss unique challenges that many women face in financial …
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see related article linked below). At Level 2 you are n…
The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and Jeff introduce the topic of the different levels of wealth with the first level being stability (see link to related article below). Jeff starts off by explaining …
In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big news moving the markets this week is the comments of Federal Reserve (Fed) Chairman Jerome Powell indicating the likelihood that the Fe…
The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment about the potential risks to financial plans during retirement years. Included in this discussion is “LONGEVITY RISK” or how long your money n…
1,000! – This episode marks the #1,000 podcast of Something More with Chris Boyd! Jeff Perry joins Chris as Chris reflects on his motivations for starting the radio show and podcast almost 17 years ago. Chris also talks abou…
More Rules of Thumb – Chris Boyd and Jeff Perry go back to a recent conversation of common financial rules of thumb. They start off by defining the term “net worth”. Chris reflects on the book “The Millionaire Next Door” and…
What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the commonly asked question of what to do with Required Minimum Distributions (RMDs) when you don’t need the money, and would like to avoid the resulting …
0Picking up the Pieces – Brian Regan joins Chris Boyd and Jeff Perry for this episode to discuss Brian’s recently written article titled “Picking up the Pieces”. Brian starts off with his straightforward commentary of what h…
In the News – With no shortage of newsworthy topics to discuss, Chris Boyd and Jeff Perry review popular news stories of the week. On a lighter note, Chris and Jeff start off with expressions of appreciation for moving our c…
Rules of Thumb – Chris Boyd and Jeff Perry dig into a variety of financial generalized rules of thumb when it comes to personal finance ratios. Chris starts off by questioning Jeff on his views about how much is too much reg…
– Chris Boyd and Jeff Perry start of this segment with commentary about the current state of the news in America and the lack of unbiased sources of current events. The conversation shifts to the topic of the growing nationa…
Tax Guide Offer – Chris Boyd and Jeff Perry welcome listeners to an entertaining discussion announcing that the Something More Podcast is approaching its 1000 th episode. The pair share planning thoughts to celebrate the mil…
