Something More with Chris Boyd

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where including family members in meetings with financial advisors makes the most sense. Bob offers advice on what types of information should be shared with your children and in what conte...

Valentine's Day and healthy marital finances – With Valentine's Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial communication between spouses/partners is essential to a happy long-lasting relationship.   Jeff shares how he and his wife Lisa have a monthly financial review meeting.   The conversation turns to a study discussed at the link noted below from the...

" Live Long, Die Short" – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a twenty-three year career in the Air Force, he became the President and Chief Content Officer of Masterpiece, which is an organization with the goal to research and change the perception on "health, change, and aging". In addition, Dr. Landry is the author of "Live Long, Die Short: A Guide to Authentic...

In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices.   Chris and Jeff next talk about the upcoming Superbowl pitting the Kanas City Chiefs against the San Franciso 49ers.   The conversation transitions to the finances of the Superbowl, including the over $1B of economic stimulus to Las Vegas (site of the Superbowl) a...

Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to downsize your residence in retirement. Over the course of the episode, Chris and Jeff cover the financial considerations of cash-flow, operating costs, capi...

And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details of the State Street Global Advisors survey of more than 1,500 investors to better understand their goals and concerns. The survey also provides data on their 12-month outlook on the economy and their own personal finances. The trio discuss the survey results which show that inflation remains the number one concern o...

In the Financial News this week – Never a lack of breaking financial news on the minds of investors. Chris Boyd and Jeff Perry review a few stories from the past week, starting off with the Federal Reserve's decision to keep the Fed Funds rate steady. Jeff reviews several employment reports that may show a slowdown in hiring. The pair next discuss a House of Representatives vote which passed a bip...

What is moving the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry to review what has been moving the stock and bond markets recently. Topics in this episode include the Federal Reserve interest rate decision, rising tensions in the Middle East, geo-political impacts on trade and energy prices. The segment concludes with a summary of a recent webinar presented by Chri...

While millions of Americans spend their working days dreaming about retirement, many fail to take the crucial financial steps they should before becoming a retiree.   Chris Boyd and Jeff Perry discuss a recent article (link below) titled, "Don't even think about retiring until you have these three things paid off — and no, your mortgage isn't one of them."   Chris and Jeff discuss the benefits of...

Brian Regan joins Chris Boyd and Jeff Perry for this segment. The conversations starts with how the stock market has been breaking records under the leadership of the Magnificent 7 stocks of Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla and whether they will continue to rule the market performance for 2024.   Brian reviews the recent record high stock market levels and provides his co...

In the News – Chris Boyd and Jeff Perry dig into some of the top stories in the news this past week. They begin their discussion with the latest report on Gross Domestic Product (GDP), which is the primary financial measure of all the goods and services produced in the United States. The recent report shows a surprising increase of 3.3% annualized rate in the fourth quarter of 2023. Wall Street ha...

12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios.   Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the Bill and Melinda Gates Foundation portfolio is invested primarily in just five individual stocks, inc...

Do you know your income tax dates? – With the new year comes tax preparation time. Chris Boyd outlines the key upcoming dates related to income taxes. Jeff Perry joins Chris as the conversation goes into tax planning and making contributions to retirement plans. The duo offers suggestions for when it is appropriate to change your income tax withholding. Chris and Jeff have a dialogue about the val...

How to pay for long-term care expenses – Chris Boyd and Jeff Perry go into great detail about the challenges of planning for long-term care. Chris starts the segment by grouping people into three distinct categories. These groups are people with wealth to cover the cost, those who will need to rely on public benefits, and the remainder who can and should plan for such a possibility of a long-term...

How to survive the uncertainty and invest with confidence in an Election Year – Presidential elections can be divisive and unsettling for many people. At times, the fate of the world seems to hang in the balance with election results. But when it comes to investing, do elections really matter all that much? Chris Boyd and Jeff Perry review a recent report by The Capital Group which looks at such d...

Bitcoin ETFs are now available – The US Securities and Exchange Commission recently approved 11 exchange-traded funds (ETFs) for Bitcoin. These new ETFs will allow investors to buy an asset that tracks the price movement of Bitcoin. Chris Boyd and Jeff Perry discuss if and when such an investment might be appropriate. Chris provides commentary on the risk involved and how the new types of investme...

Chris Boyd and Brian Regan discuss standard portfolio concerns, addressing issues like over- concentration in investments, the risk of over-diversification, and the necessity of aligning portfolios with personal comfort levels. They also analyze the latest inflation report and its implications for investors. The segment discusses the SEC's recent authorization of Bitcoin ETFs and how investors...

7 Brian Regan, Senior Portfolio Manager, shares valuable insights on Smart Money Moves, focusing on 7 Practical Ways to Save Big and Live Well. He emphasizes the importance of saving and investing for wealth building, drawing from his financial journey. This segment is dedicated to helping listeners identify opportunities to enhance their future wealth. #SmartMoneyMoves #SavingTips#WealthBuilding ...

Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firms approach to client success. They highlight the importance of a client-centered culture in financial planning and how their Round Table of Specialists fosters collaboration and informed decision-making. The conversation also covers integrating technology in financial services and the firms commitment to charitable initiat...

Chris Boyd starts the year with a focus on Personal Finance New Years Resolutions, emphasizing the importance of reviewing and planning finances at the start of the year. He offers listeners a Complementary Portfolio Review to help them align their financial goals. The segment also touches upon the upcoming Caucus and primary season, speculating on potential outcomes and their impact on financial...

Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, unexpected expenses, relocating, and rising medical expenses. Chris Boyd also outlines a complementary offer for a portfolio review and the creation of a financial plan. The tr...

2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides a detailed review of current stock market valuations and offers an optimistic tone for 2024 corporate earnings. The trio reviews the influences of 2024 being an election year and Brian references an article (see link below) he authored on th...

$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews the states where $1M in retirement savings will last the longest and the shortest. The pair outlines the actual definition of being a millionaire and Jeff reviews a survey of millionaires and the top 5 professions which create the most mill...

Year in Review – Chris Boyd and Jeff Perry look back at 2023 and discuss a wide range of topics. The conversation starts out with Chris outlining the market returns for last year and offering commentary on how inflation, higher interest rates, and fears of a recession impacted the markets at different periods during last year. Chris and Jeff go on to discuss geo-political events, including the war...

CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss his primary reason for the merger is to enhance service and resources for the AMR clients. Jeff Perry and Scott Birmingham discuss with Chris some of the benefits clients will...