Something More with Chris Boyd

Is the stock market truly expensive, or are investors relying too heavily on one familiar metric? Chris Boyd is joined by senior portfolio manager Brian Regan and advisor Luke Bagley to revisit last year’s market outlook and examine how conditions have changed. Brian explains why the price-to-earnings ratio alone does not provide a complete picture of market value. Interest rates, credit spreads,...

What happens when an inheritance arrives with more questions than answers? While an inheritance is often intended as a meaningful gift, it can also bring unexpected financial, tax, and family complexities. In this episode, Russ Ball and Luke Bagley explore some of the most important considerations when inheriting assets, particularly real estate and retirement accounts. The conversation begins wit...

Retirement is often viewed as the finish line, but what happens after the celebrations, travel plans, and long-awaited freedom from work? For many retirees, one of the biggest challenges is not financial. It is finding purpose, routine, and meaningful ways to spend the days ahead. In this episode, Chris Boyd, Russ Ball, Luke Bagley, and Brian Regan explore why so many people choose to continue wor...

AI is changing the world at an extraordinary pace, but what happens if the technology advances faster than our ability to control it?  Recent warnings from AI researchers and industry leaders have reignited concerns about everything from cybersecurity risks to the possibility of unintended consequences from increasingly autonomous systems. In this episode of  Something More with Chris Boyd , Chris...

What can NFL contracts and salary-cap decisions teach us about our own financial lives? In this episode of  Something More with Chris Boyd , Chris Boyd, Luke Bagley, Russ Ball, and Brian Regan combine the excitement of football season with a thoughtful discussion about financial planning. They examine why enormous contract figures do not always tell the full story and why a short earning window ca...

Just like our homes accumulate clutter over time, our financial lives often do too. Old retirement accounts, forgotten investment holdings, multiple banking relationships, outdated beneficiary designations, and disconnected financial strategies can quietly create unnecessary complexity and stress. In this episode of  Something More with Chris Boyd , Chris is joined by Russ Ball and Luke Bagley to...

What should you do when life delivers difficult news and everything in you wants to act immediately? Whether it's a serious medical diagnosis, the loss of a loved one, or another major life event, many people feel an urgent need to "get things in order" as quickly as possible. But in this episode of Something More with Chris Boyd, Chris Boyd, Luke Bagley, and Russ Ball discuss why taking immediate...

What does it take to enjoy not just a longer life, but a better one? In this episode of Something More with Chris Boyd, Chris welcomes Joan Harris and Kristine Callahan of Symphony Care Management for an insightful conversation about aging well, preparing for life's inevitable transitions, and building a plan that supports both independence and quality of life. While financial planning is an impor...

After another strong year for investors, many are asking the same question: should we expect the momentum to continue, or is it time to become more cautious? In this episode of Something More with Chris Boyd , Chris sits down with Brian Regan to discuss the forces shaping markets as we head into the final months of the year. The conversation explores the growing role of artificial intelligence in...

How much cash should you really keep on hand? We often hear that "cash is king," but determining the right amount of cash to hold is one of the most common questions investors face. In this episode of Something More with Chris Boyd , Chris Boyd, Russ Ball, and Luke Bagley explore the balance between maintaining liquidity for peace of mind and putting money to work for long-term growth. The convers...

Why wait until year-end when there may be planning opportunities available right now? In this episode of Something More with Chris Boyd , Chris Boyd, Russ Ball, and Luke Bagley discuss two often-overlooked areas of financial planning that deserve attention before the calendar turns: Required Minimum Distributions (RMDs) and beneficiary designations. With markets posting strong gains through much o...

How should you prepare for one of the biggest financial risks facing retirees—and one that many people would rather not think about? In this episode of Something More with Chris Boyd , Chris Boyd, Russ Ball, and Luke Bagley take an in-depth look at long-term care planning, the rising cost of care, and the difficult decisions families face when trying to protect their retirement savings. While many...

Is there anything you should truly never sell in retirement? Or is that kind of thinking too rigid for real life? In this episode, Chris Boyd is joined by Brian Regan, Luke Bagley, and Vincent Sansone to challenge a popular article claiming retirees should avoid selling certain assets—like appreciated stocks, life insurance, or even their home. The team breaks down why blanket advice like "never s...

AI is driving markets—but is it also creating the next bubble? In this episode of Something More with Chris Boyd , the team tackles one of the biggest questions facing investors today: are we in the middle of an AI-driven market boom that could turn into a bubble—or is this a long-term transformation worth staying invested in? With massive capital pouring into infrastructure, data centers, and sem...

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...