Something More with Chris Boyd

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...

Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of ann...

As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan. Tune in for prac...

Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistak...

November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering c...

In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the opti...

In this episode of Something More with Chris Boyd, we tackle several hot topics impacting investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the...

"K" Shaped Economy: Market Momentum vs. Economic Headwinds In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tar...

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns...

Market Crashes, AI, and Risk Management: A lot has changed since 1929 In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin's new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? Chris and Jeff explore what made the 1929 crash so...

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working with a financial advisor, this episode is packed w...

Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth Enhancement to unpack the latest headlines and their implications for investors. From the ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the Federal Reserve's recent rate decision made without ke...

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author of Retire Often. In this episode, we explore Jillian's unique approach to creating a fulfilling life through mini-retirements or short breaks that...

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business owners through retirement planning, successi...

Compelling Reasons You Need a Financial Advisor This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, "Why I Have a Financial Planner," Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Toge...