Something More with Chris Boyd

Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple will. They explore how revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep wealth concentrated and shielded from high trust tax rates. Next,...

Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate National 401(K) Day and unpack the true power of your workplace retirement plan. You will learn why pre-tax contributions reduce your taxable income now, how Roth options let your savings grow tax-free, and exactly why missing out on an employer ma...

Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In this candid conversation, you will discover why healthcare emergencies are not always "somebody else's" problem and how having a dedicated advocate can make all the difference when navigating hospital stays, new diagnoses, or long-term care pla...

Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors' imaginations and also their dollars. From the historic change in the Gold Standard at Bretton Woods and the Nixon shock to today's headlines and Costco's unexpected bullion boom, Jeff and Brian explore the real drivers behind gold'...

Navigating love, legacy, and liquidity- this episode of  Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended families, and estate planning. Chris and Russ Ball explore how to protect your wealth, honor your relationships, and make smart decisions about cash flow, prenuptial agreements, and retirement readiness. Whether you're newly remarried or si...

In this episode of Something More with Chris Boyd , Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair, Jerome Powell. From historical power struggles to current-day maneuvering by the president, they explore how monetary policy, interest rates, and central bank independence shape the economy- and your portfolio. With echoes of Nixon-era stagflat...

5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball explore critical considerations that can make or break your early retirement plans. From financial readiness to lifestyle pla...

Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k's, the trio discuss how these off- exchange assets differ from famili...

Boomers, Benefits & the Budget: What's Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd and Jeff Perry to unpack recent legislative changes, dispel common myths, and offer practical guidance for retirees, widows, and public employees navigating the evolving Social...

Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely topics- from nostalgic movie favorites to serious financial planning insights. Topics include: -A preview of the upcoming webinar on managing your digital footprint and estate planning in a tech-driven world (see link below to r...

Long-term Care Insurance: One size does not fit all  Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into the topic of long-term care insurance. The podcast begins with a detailed discussion of who needs long-term care insurance. Linda answers questions regarding how these policies work, what they cover, and typical limits. The conversation shi...

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning  Jeff Perry and Russ Ball tackle questions from listeners and clients. To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes. Next up is a series of questions resulting from the passage of President Trump's "One Big Beautiful Bill' to include how the new senior t...

Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make – Timing the market, lack of international equity exposure, taking on too much investment risk, attempting to predict the movement of interest rates, and lacking protection against inflation are just some of the mistakes many investors can make. Chris Boyd, Jeff Perry, and Russ Ball offer advice on these issues and others as they explore how...

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don't spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty of ways to use your hard-earned wealth. In the con...

When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental entities to finance public projects like schools, highways, or water systems. For investors seeking stability and tax advantages, municipal bonds can be an appealing component of a diversified portfolio. However, as with any investment, they are rarely a good choice as their suitability depends on individual c...

OBBB Is Law, So What's In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of the Trump agenda that was included in the OBBB, including additional funds for the military, border security, and an extension of the tax cuts. Jeff highlights that many provisions of the OBBB are favorable toward...

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock market as well as specific sectors, including utilit...

Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd , Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth.  What you'll learn: Why tax planning is more than just filing—it's about lifetim...

2025 At The Half – A Mid-Year Market Check-In As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a thoughtful look at the year's financial journey so far. From market volatility and tariff tensions to geopolitical shifts and AI-driven optimism, this episode dives into the key forces shaping the investment landscape.  Get insights on: Market perf...

The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet's self-improvement book "The Purpose Code" which shows how to make your mark and how to set goals in life without falling into the anxiety traps of conventional success principles books. Dr....

Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices.  Topics covered include tariffs, debt-ceiling, Iran, immigration, and th...

Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question asking, I have multiple IRAs, how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of 25? The next topic is one based on television and radio commercials selling Home Title Lock Insurance – Chris and Jeff explai...

IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively unknown opportunities related to your IRA that could boost your savings and reduce your income taxes. Click the link below to re...

Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with "try before you buy" advice and the distinction between an investment property that you may use part-time compar...

Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI's Crime Complaint Center have risen by 14%, with an average loss of $34K (see link below). Chris Boyd, Jeff Perry, and Russ Ball dig into the statistics and discuss the most c...