Something More with Chris Boyd

Stocks are up, headlines are loud, and optimism is back—but what's really driving markets as we head into the second half of the year?   In this episode of Something More with Chris Boyd , Chris is joined by Brian Regan and Russ Ball to unpack the powerful forces shaping today's investment landscape. From geopolitical tensions in the Middle East to the ripple effects of oil prices, inflation expec...

What happens when you finally reach your retirement "number"… and then have to start spending it?   In this thoughtful and highly relatable conversation, Russ Ball sits down with Jeff Perry—recently retired financial advisor—to explore one of the most overlooked challenges in retirement: shifting from saving to spending. After decades of focusing on accumulation, the transition to drawing down ass...

The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It Why does healthcare feel so expensive, complicated, and—at times—frustratingly broken? In this episode of Something More with Chris Boyd , we welcome back Dr. Jordan Grumet to explore his new book, The Healthcare Heist , and unpack the root causes behind rising costs and declining patient experience.   Drawing on his backgroun...

Estate planning isn't a separate "legal chore" you do once and forget — it's a core part of financial planning that helps your money decisions work the way you intend, both during your lifetime and after. In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball explain why estate planning belongs in the same conversation as retirement planning, tax strategy, investment design, a...

Markets are hitting new highs—but with inflation pressures, AI enthusiasm, and massive IPOs looming, what's really driving the rally? And more importantly, how should investors be thinking about it? In this episode of Something More with Chris Boyd , Chris is joined by Russ Ball and Brian Regan for a wide‑ranging conversation on artificial intelligence, market concentration, and the surge in expec...

Are you truly a conservative investor, or has your life experience shaped you to think about risk differently? In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan and Russ Ball to talk about how personal experiences influence investing decisions and why two people can look at the exact same opportunity and come away with very different perspectives. Brian reflects o...

Should you convert to a Roth IRA, or is waiting the better move? In this episode of Something More with Chris Boyd , Chris and Russ Ball take on one of the most common questions in retirement planning and explore why so many investors hesitate when it comes to Roth conversions. Drawing from advanced IRA planning education and real conversations with clients, they break down the concerns that often...

What happens when real-life financial questions don't have simple answers? In this episode of Something More with Chris Boyd , Chris and Russ Ball open the mailbag to tackle some of the most common—and often misunderstood questions from clients and listeners. From fixing excess Roth IRA contributions to navigating the complexities of a 1031 exchange, this episode walks through real-world scenarios...

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 ig...

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 Co...

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...

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,...