Something More with Chris Boyd

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...

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 a...

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...

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 emo...

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 w...

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 Topics include: Why most estate plans are outdated long before people realize How step‑up in basis really works (and why families lose hundreds of thousands by structuring things incorre...

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...

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 involving Iran. Together, they examine how geopolitical shocks historically affect markets, why volatility often feels wors...

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 b...

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 p...

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...

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 hav...

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...

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,...

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...

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—it's a new chapter. Could yours inclu...

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 market years -Refre...

Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions...

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and...

Doctors do no harm: Navigating Wealth Management for Medical Professionals Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year co...

Media Power Plays & Market Signals: Warner Bros Deal + In the News In this episode of Something More with Chris Boyd, we dive into major stories shaping headlines and investor sentiment. First, we unpack the high-stakes battle for Warner Brothers Discovery, where Paramount and Netflix are vying for control in a deal worth over $100 billion. What does this mean for the future of streaming, media co...

As the year draws to a close, it's the perfect time to review your portfolio and ensure your investments align with your goals. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors should consider before heading into 2026. From rebalancing and active allocation strategies to adjusting for life eve...

What does 2026 have in store for the economy, markets, and your money? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and Brian Regan to share their bold predictions for the year ahead. From the Federal Reserve's recent quarter-point rate cut to the possibility of multiple cuts next year, we explore what these moves could mean for borrowing costs, mort...

As 2025 races to a close, year-end tax planning takes center stage, especially with the sweeping changes from the One Big Beautiful Bill Act. In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement to unpack what these changes mean for you. From strategic IRA withdrawals and managing Required Minimum Distributions (RMDs...

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Dr. Roger Landry to explore the powerful connection between stress, health, and financial well-being. They dive into why stress is a leading contributor to disease and how lifestyle choices, not just genetics, shape healthy longevity. From movement and social connection to purpose and lifelong learni...