Something More with Chris Boyd

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasona…

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes hu…

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a compr…

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who ar…

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transpare…

Take a moment, step back, and ask how do I want to be remembered?  

While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropri…

Why we ask the questions we ask  – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The…

Estate Planning  – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with …

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployme…

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement th…

New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advic…

So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted.…

In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strat…

Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement rejoins the program with Chris Boyd and Jeff Perry for a continuing conversation on the topic of Social Security. The…

ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris Boyd and Jeff Perry. The segment starts off with the recognition that the Employee Retirement Income Security Act o…

Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth conversation about a variety of financial p…

How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the data on the average incidence and duration of long-term care needs and who is most likely to have a severe, sustained…

Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)? Chris Boyd and Jeff Perry outline in detail …

Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial pla…

Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is impacting markets and the Federal Reserve’s…