Something More with Chris Boyd

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

May 6, 2026 31 mins
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 market insights. While earnings remain impressive especially driven by AI and large-cap growth several underlying risks are beginning to emerge that investors can't afford to ignore.
Bri...
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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 within the Federal Reserve—can materially influence investment outcomes.
The conversation begins with high‑profile leadership transitions, including Apple's succession from Tim Cook, shifts at Berkshir...
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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 the AMR Team at Wealth Enhancement, for a timely and grounded conversation about geopolitics, market volatility, and long‑term investing discipline.
The discussion revisits the market...
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    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 attorney that didn't work, banks refusing access, the maze of government agencies, and the surprising complications of digital assets.
    One striking line from the show:
    "I thought those docu...
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    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 Financial Caregiving blends memoir and practical guidance.
    They explore the moment "everything changed," the early red flags families often miss, why even the "right" documents aren't always enough, ...
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    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 mistakes.
    Brian discusses patterns he's seen after reviewing hundreds of 401(k) plans — especially the surprising frequency of investors mixing target-date funds with additional stock funds, inadverten...
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    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 when markets decline? They explore the psychology behind market fear, why this instinct is often counterproductive, and how disciplined planning helps investors avoid costly emotional decisions.
    From there, the c...

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    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 using an LLC
    • Inside vs. outside creditors — and why the distinction matters
    • How LLCs protect your home and financial assets from tenant lawsuits
    • Selecting the right state in which to ...
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    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 include:
    • Why most estate plans are outdated long before people realize
    • How step‑up in basis really works (and why families lose hundreds of thousands by structuring things incorrectly)
    • Jo...
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    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 and volatility in energy markets, the stock market has shown surprising resilience — but beneath the surface, major shifts are underway in oil, bonds, and private credit.

    Brian breaks down:

    • Why markets aren't...
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    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 financial implications of renewed U.S. and Israeli strikes inv...

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    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 reallife Social Security case
    studies. Drawing from her book Social Security: Lightly Toasted, Not Burned, Marsha shares
    relatable scenarios from single earners and hardworking bluecollar couples to divorced spou...

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    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 rightsize a portfolio, to navigating the
    emotional tugofwar of selling after a big gain, to understanding the role of precious
    metals, taxes, Roth conversions, annuities, and estate planning, this episode covers a
    full...

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    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 funding challenges to the widespread myths about
    bankruptcy, grandfathering, and claiming strategies. Marsha breaks down what retirees really
    need to know. They explore her new book, Social Security: Lightly Toas...

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    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, and special guest Donna McKeown, Senior Loan
    Officer at Movement Mortgage, to break down the current mortgage landscape. We discuss
    where rates stand today, why expectations have changed, and how to approach refi...

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    January 29, 2026 49 mins


    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 a dominant driver of economic
    growth and why its influence is reshaping equity valuations, sector allocation, and long-
    term investment strategy.
    Brian and Chris explain why today's market differs fundamental...

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    January 28, 2026 27 mins

    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 Jeff
    Perry and Russ Ball to explore the pros and cons of using AI for personal finance. From quick
    answers and efficiency to the pitfalls of "hallucinations" and lack of context, we dive into where
    A-I shines and ...

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    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 joined by Jeff Perry and Brian
    Regan to discuss key lessons from 2025 and how they shape portfolio strategies for 2026.
    From the impact of government policy swings to the role of interest rates and the
    evolution...

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    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 advantages
    -Healthcare considerations
    -Visa and residency requirements
    -Lifestyle and cultural appeal
     
    Retirement is more than a finish line—i...
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    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 withholdings
    -Maximize retirement contributions (new limits for 2026!)
    -Understand Roth vs. Traditional strategies
    -Rebalance your portfolio after strong marke...
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