Something More with Chris Boyd

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 …

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 …

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 dis…

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…

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 trac…

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 …

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 fo…

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 thei…

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 Comple…

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 marke…

$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 savi…

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 Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas of finances, health, spiritual life, rela…

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps tha…

7Has your life changed since you started your financial plan?

In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. C…

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether …

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris a…