Something More With Chris Boyd Show Podcasts

Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Keys to a Successful Retirement. Together, they explore the emotional and psychological journey of retirement and what happens after you hit your financial goals. Fritz shares insights from his own experience and research, including the four phases of retirement, the surprising link between retirement and depression, and how identity, purpose, and relationships play a critical role in a fulfilling post-career life. Whether you are nearing retirement or advising someone who is, this conversation offers valuable guidance on preparing for the non- financial aspects of the transition. #RetirementPlanning #PurposeInRetirement #FritzGilbert FinancialPlanning #TheRetirementManifesto #FinancialFreedom #LifeAfterWork #RetirementTransition #IdentityAndPurpose #KeysToRetirement https://www.theretireme

Who You Gonna Call? ... Not Ghostbusters In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple “Who to Call” list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #Estat

In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or long-held business equity, these situations can create significant tax and portfolio risk. The team explores smart strategies to manage exposure, reduce volatility, and navigate tax implications without necessarily selling. This episode is a must-listen for investors facing concentrated positions or advisors helping clients preserve wealth while minimizing tax burdens. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk #WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging #AssetAllocation

In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. From pension maximization strategies to hybrid long-term care solutions, they explore how retirees can protect their loved ones, preserve wealth, and manage healthcare risks. Whether you are nearing retirement or advising those who are, this conversation offers essential insights into modern insurance planning. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #RetirementPlanning #LifeInsurance #PensionMaximization #LongTermCare #HybridLTC #WealthPreservation #FinancialWellness #InsuranceStrategies #EstatePlanning #FinancialPlanning

The 0.01% Rule and Why Upward Mobility Feels Out of Reach In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio explores how it can help you make quick, confident financial decisions without overthinking. But the conversation doesn’t stop there. Brian attempts to explain why so many young Americans feel stuck in their standard of living, the generational and structural challenges that shape financial choices, and the trade-offs families face when balancing childcare, housing, education, healthcare, and career opportunities. Whether you’re early in your career, approaching retirement, or somewhere in between, this episode offers perspective, strategies, and a reminder that financial planning is as much about values as it is about numbers. #PersonalFinance #MoneyTips #FinancialPlanning #WealthBuilding #UpwardMobility #GenerationalWealth #EconomicTrends #LifeChoices #RetirementPlanning #FamilyFinance #Co

From Highs to Headwinds: Navigating the Economy’s Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwinds” that could challenge today’s market highs. From the ripple effects of tariffs and their $800B impact on consumers, to the economic consequences of shifting immigration patterns, student loan repayments, and rising wages, the conversation dives deep into the data, the Fed’s balancing act, and the looming question of recession risk. Whether you’re an investor, business owner, or simply curious about where the economy is headed, this episode offers a grounded, data-driven look at the forces shaping our financial future. #Economy #Markets #Investing #Tariffs #Inflation #RecessionRisk #FederalReserve #EconomicOutlook #PortfolioManagement #FinancePodcast #MarketAnalysis #InterestRates #EconomicHeadwinds #Headwinds #WallofWorry #FinancialPlanning #Investing For more information or to reac

Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle, the “digital wrangler,” to unpack the world of digital assets. Far beyond cryptocurrency, our guest explains how every email, social media profile, cloud storage, and even auto-ship subscriptions form part of your digital estate. Kate walks us through real-world examples, from photos saved on your phone to streaming services tied to your account and explains why it is critical to think about who can access your devices when you are no longer able. We also tackle the sticky challenges of incapacity: durable powers of attorney, the limitations of terms of service agreements, and the conversations you need to have now to spare your family headaches later. By the end of this episode, you will have a clear roadmap for making an inventory of your digital footprint, designating trusted contacts, and weaving your online life into your broader estate plan. #Fin

In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down the recent antitrust remedy imposed on Google and what it means for the internet search monopoly, AI partnerships and exclusive contracts. Then, they dive into the new “Genius Act” framework for stablecoins, exploring how backed digital dollars, smart contracts and blockchain validators could transform cross-border payments and usher in real-world revenue streams. The episode concludes with a fast-paced enthusiastic exchange of various news items related to presidential power. #GoogleAntitrust #StablecoinRegulation #FintechNews #BlockchainInsights #DigitalAssets #IntheNews #FinancialPlanning #PresidentialPower For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

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, the trio dives into family governance tools, from legacy letters and constitutions to LLC structures for managing shared assets like vacation homes without friction. Finally, they introduce the revolutionary potential of blockchain-based DAOs for anonymous, transparent multigenerational wealth stewardship. To sign up for one of Keat’s upcoming seminars, click the link below: www.youresvp.com and enter the code: CEGBUS #EstatePlanning #TrustsAndTaxes #FamilyGovernance #StepUpInBasis #LLCStrategies #BlockchainDAO #WealthPreservation #FinancialPLanning For more information or to reach TEAM AMR, click the following li

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 match is like leaving cash on the table. We will also cover contribution limits, catch-up provisions for those over fifty, and strategies for combining traditional and Roth accounts to optimize your tax liability in retirement. Whether you are just starting your first job or looking to turbocharge your savings before year-end, this episode delivers the insights you need to make every dollar work harder for your future. #National401KDay #RetirementPlanning #EmployerMatch #TaxStrategy #RothVsTraditional #FinancialWellness #CompoundGrowth #FinancialPlanning Click the link below to register for our upcoming webinar, “Don

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 planning. In this episode, you will learn more about: -The ideal moment to involve a care manager. -Common triggers that prompt adult children to seek guidance for aging parents. -How care managers assess levels of support. -The pitfalls of waiting until your loved one’s care needs outgrow their current living arrangements. To contact Jen Mahoney, see the website and email address below: Livewellcm.com jennifer.mahoney@livewellcm.com RetirementPlanning #RetireSmart #caremangement #assistedliving #healthcareforseniors #FinancialPlanning #RetirementGoals #RetirementLifestyle   Click the link below to register for our up

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’s rise, the role of investor psychology, and the facts (and fictions) about the link to inflation and the dollar. Plus, the geopolitical twists that may shape where gold goes next and why it might be more speculation than an actual safe haven. #financialplanning #investing #gold #retirementplanning #speculation #goldfever #financialrisk #illiquidity See Brian’s article on Gold at the link below: https://www.wealthenhancement.com/pdf/gold-beyond-the-myths Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more inf

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 simply rethinking your financial future, this episode offers clarity, compassion, and actionable advice. . . . . #FinancialPlanning #EstatePlanning #SecondMarriage #BlendedFamilies #PrenupTalk #RetirementReady #MoneyMatters #WealthWisdom #FinancialWellness #SmartMoneyMoves #LifeAndLegacy #FinancialPodcast #ChrisBoydShow #SomethingMorePodcast

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 stagflation and Volcker’s radical reforms, this episode offers a compelling look at why the Fed matters more than ever.     . . .   #FederalReserve #InterestRates #MonetaryPolicy #FedIndependence #PowellUnderPressure #EconomicPolicy #FinancialPodcast #ChrisBoydShow #SomethingMorePodcast #InvestingInsights #PoliticsAndFinance #Stagflation #JacksonHoleMeeting #FedWatch #SmartMoneyMoves

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 planning, this conversation is packed with practical insights and candid advice. Listen now and make sure your retirement plan is more than just a spreadsheet. #EarlyRetirement #RetirementPlanning #FinancialFreedom #RetireSmart #PlanToRetire #FinancialPlanning #RetirementGoals #LifeAfterWork #RetirementLifestyle   Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

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 familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly. #financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity Click the link below to register for our upcoming webinar, “Don’t leave a digi

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 Security landscape. Highlights from this episode include: -The surprising passage of the Social Security Fairness Act and what it means for public sector retirees and surviving spouses. -Clarifying confusion around Social Security taxation and the impact of the One Big Beautiful Bill. - What do the latest actuarial projections mean for Social Security’s solvency and your future benefits? -Why claiming early may not be the best move, despite alarming headlines. - Creative policy ideas and political realities that could shape Social Security reform. -How immigration, demographics, and industry pressure may influenc

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 register). -A timely reminder about National Financial Awareness Day and six smart steps to improve your financial health. -A deep dive into the Rule of 55 for early retirees and how to access retirement funds penalty-free. Don’t get too excited, this is often not a prudent financial option. -Updates on recent cryptocurrency legislation and what it means for investors and consumers. #financialplanning #investing #401K #403B #IRAs #529s #nationalfinancialawarenessday #ruleof55 #retiringearly #cryptocurrency Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.got

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 shifts to an in-depth conversation about new and hybrid policies that can work in certain circumstances. #financialplanning #longtermcare #longtermcareinsurance #estateplnning #homecare #assistedliving www.longlifeplanning.com Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

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 tax deduction works and the details on the changes to taxes on tips and overtime. The episode ends with a question from a parent who is worried about market risk in their son’s 529 account. #financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr