Something More with Chris Boyd
"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.com
Episodes
The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet’s self-improvement book “The Purpose Code” which shows how to make your mark and how to set goals in life without falling into the anxiety traps of
conventional success principles books. Dr. Grumet shares his own compelling pe...
Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices. Topics covered include tariffs, debt-ceiling, Iran, immigration, and the Big Beautiful Bill. While...
Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener
and client questions. The episode opens with a listener question asking, I have multiple IRAs,
how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of
25? The next topic is one based on television and radio commercials selling Home Title Lock
Insurance – Chris and Jeff explain what it is and what it is not. Fi...
IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of
the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological
timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively
unknown opportunities related to your IRA that could boost your savings and reduce your
income taxes.
Click the link below to register for our upcoming webinar, “D...
Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with “try before you buy” advice and the distinction between an investment
property that you may use part-time compared to a true second home that is un...
Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI’s Crime Complaint Center have risen by 14%, with an average loss of $34K (see link below). Chris Boyd, Jeff Perry, and Russ Ball dig into
the statistics and discuss the most common types of fraud. The trio also...
Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the
dentist where the hygienist was asking for financial planning book recommendations and
advice as to how she should go about finding a financial planner who is willing to work
with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest
a wide variety of books for people at various stages of their financial journey. The
...
5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article
from Kiplinger’s magazine (linked below) as they discuss the “Five Biggest Stealth Costs
in Retirement.” The conversation begins with the notion that most people planning for
retirement have a basic understanding of their future cash flow needs. Chris and Jeff dig
into the costs that many people make incorrect assumptions about or ignore all toge...
Don’t Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new “super catch-up” for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares clients’ stories where two public employees incorrectly assumed they would not be eligi...
One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently
passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.”
The trio discusses the key items in the Bill, including making the Tax and Job Act income
tax reductions permanent, eliminating taxes on overtime and tips, and increases in border
and military spending. Jeff notes that the promises of significant reductions in Federa...
Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and
Jeff Perry to discuss a recent article Brian authored (see link below) which suggests that
staying calm and ensuring that investment strategies are robust and adaptable, one can
weather the economic “storms” triggered by tariff policy and related economic news.
Brian comments that, “Just like a well-prepared vessel can withstand the might of the
Atla...
IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott
Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed
rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry
as they explore the sometimes confusing and technical rules of the three distinct
categories of IRA beneficiaries. Chris outlines the basic rules as he points out that there
are excep...
Mail Bag – Jeff Perry and Russ Ball dig into the Team AMR Mail Bag and answer
questions from listeners. Included in this episode are, “I have read that my household
expenses will go down when I retire, but I don’t understand why.” “I know that I need a
Will, but don’t know who in my family I should choose to take care of my estate. Who
should be my Personal Representative/Executor?” “I'm 49 years old and have nothing
saved for ret...
College Planning – As it is the time of year for high school and college graduations, Jeff
Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The
conversation begins with the use of 529’s as the foundation for most families to save for
future educational expenses. Jeff outlines the basics of how a 529 plan operates and the
benefits of using one. Jeff & Russ next explore the factors that go into mak...
BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris
Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial
lessons of Warren Buffett. Brian leads the conversation with a brief biographical
summary of Buffett’s early years and reflections of how Buffett influenced his views on
investing. Jeff weighs in with Buffett’s dislike of using leverage and specifically credit
cards. Chri...
Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner,
Chris Boyd offers his thoughts from Janet Yellen’s keynote speech. Chris reviews
Yellen’s negative views on broad-based tariffs and other policies of President Trump.
Jeff Perry joins the conversation as it shifts to other items in the news including more on tariffs, the Federal Reserve interest rate decision, new employment data, corporate
earnings...
Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and
commentary about positive way to pass on personal finance lessons and values to your
children through various stages of development. Jeff & Russ discuss the importance of
positive role modeling (or at least not negative), explaining the three purposes of money,
use of allowances, at what age is a debit card appropriate, value of a part-time jo...
Annual reviews and why you need one – You have probably heard all the reasons why
you need a comprehensive financial plan. In this episode Jeff Perry and Russ Ball
discuss why it is critical to review your plan at least annually. Topics covered include
responding to life changes, investment objectives, time horizons, liquidity needs, risk
tolerance, cash-flows, life insurance needs, legacy planning, and more.
For more information o...
Mr. Market is both charming and bipolar – With all the recent volatility in the stock
market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine
magazine which highlights the investing lessons from Benjamim Graham, who authored
“The Intelligent Investor” in 1949. Jeff & Russ outline the lessons from Mr. Graham
who describes “Mr. Market” as a bipolar fellow, very charming but suffering from
incurable emotional...
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
Enhancement Certified Financial Planner Brian Kuhn to the podcast. Brian provides an
overview of the retirement system and benefits provided to Federal employees. Chris
Boyd and Jeff Perry ask for Br...
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