Something More with Chris Boyd

What’s new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the recent changes to Social Security benefits. J…

To convert or not…that is the question – If the title of this podcast captured your attention, let us be clear from the outset that there will not be any religious recruitment efforts forthcoming. Wh…

Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly be torn apart…

Navigating life’s milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning client. Chris, Jeff Perry, and Russ Ball discu…

Trump’s Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing. Chris Boyd, Jeff Perry, and Russ Ball d…

Dogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the highest dividend yield listed on the Do…

Want to Buy or Sell a Business? – Owner of Compass Business, LLC Doug Cabral joins this episode for an in-depth conversation on the process and challenges of buying and selling a small business. Doug…

The rise of the ETF – Chris Boyd shares his commentary about the increasing use of Electronically Traded Funds (ETFs). Chris references a recent paper by JP Morgan which shows that ETFs are not just …

A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024, including stocks, bonds, real estate, and cryptocurrency. The trio offers their forecasts for 2025 and provide some perspective on how …

Do you have a Goal? – It is time to think about 2025 New Year’s resolutions and goals. Chris Boyd and Jeff Perry share their personal perspectives on setting goals in all areas of one’s life. The duo…

Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic review of your financial plan. Jeff begins …

Don’t go broke in retirement – Chris Boyd and Jeff Perry dig into several factors that can lead to someone in retirement not having sufficient assets and income to live their desired lifestyle. Chris…

Not never, but be cautious – Should you buy an annuity as a part of your retirement planning? Based on an email from a listener, Chris Boyd and Jeff Perry provide their commentary on the proper use o…

Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation turns to a discussion of a …

Elevate & Empower – Author and radio personality Jeff Katz joins the podcast to discuss his new book, Elevate & Empower. The show starts out with a lively discussion of Jeff’s unique background of be…

Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and Russ Ball explore the often-incorrect assumptions people have related to social security and government pensions. Russ ope…

Bulls, Bears, and Pigs – After two years of strong market gains, many investors are wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff Perry and Russ Ball discuss market histo…