Episodes

Mail Bag- Whole life insurance policy for college expenses
April 8, 2024

Mail Bag- Whole life insurance policy for college expenses

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 whether a whole life...
Level 3 - Security
April 5, 2024

Level 3 - Security

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 is about seeing the fruits...
Tax Day is upon us
April 5, 2024

Tax Day is upon us

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 strategies and why...
The Survey Says
April 1, 2024

The Survey Says

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 business/economic issues. In...
Paper Soldiers
April 1, 2024

Paper Soldiers

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 (the Treasury)...
Retirement Planning for Women
March 29, 2024

Retirement Planning for Women

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 planning. Jocelyn...
Level 2 - Strategy
March 29, 2024

Level 2 - Strategy

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 no longer just surviving,...
The 5 Levels of Wealth
March 25, 2024

The 5 Levels of Wealth

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 that this level is...
In the News
March 25, 2024

In the News

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 Fed’s are still expecting...
The Big 3 Risks to your Retirement
March 22, 2024

The Big 3 Risks to your Retirement

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 needs to last. The...
1,000!
March 22, 2024

1,000!

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 about his favorite segments...
More Rules of Thumb
March 18, 2024

More Rules of Thumb

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 Jeff mentions a...
What if you don’t need your RMD?
March 18, 2024

What if you don’t need your RMD?

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 income taxes. Chris...
Picking up the Pieces
March 15, 2024

Picking up the Pieces

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 he calls the “Cult...
In the News
March 15, 2024

In the News

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 clocks one hour ahead to...
Rules of Thumb
March 11, 2024

Rules of Thumb

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 regarding common family...
In the News
March 11, 2024

In the News

– 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 national debt. Jeff highlights a...
Tax Guide Offer
March 8, 2024

Tax Guide Offer

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 milestone. Chris and Jeff...
What Warren Buffet says
March 4, 2024

What Warren Buffet says

What Warren Buffet says – Chris Boyd and Jeff Perry dig into Warren Buffett’s most recent letter to shareholders where he outlines some of the things that have made Berkshire so successful at picking the best companies to invest in over longer...
Are Interest Rates high or does it just feel like it?
March 4, 2024

Are Interest Rates high or does it just feel like it?

Are Interest Rates high or does it just feel like it? – Over the last few years, the rate on the average 30-year fixed-rate home mortgage jumped from less than 3% to more than 7%. Chris Boyd and Jeff Perry discuss the history of interest rates and...
Family Finances in 2024
March 1, 2024

Family Finances in 2024

Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the 50/15/5 rule (see link below) which suggests separating expenses into various categories...
Tax Talk 2024
March 1, 2024

Tax Talk 2024

Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the Internal Revenue Service (IRS) now allows taxpayers to establish an online account with the...
Debt & Deficits
Feb. 26, 2024

Debt & Deficits

Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports.  Also discussed are Debt & Deficits.  With $34 Trillion in US Debt and perhaps as much as $2 Billion per day cost...
Do Financial Advisors Really Improve Retirement Readiness?
Feb. 23, 2024

Do Financial Advisors Really Improve Retirement Readiness?

With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers.  Chris also...