Something More with Chris Boyd

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 o…

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…

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 do…

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…

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 struggl…

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 …

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 …

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) retur…

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 movi…

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. …

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 o…

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 …

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 ag…

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 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 D…

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 shou…