Episodios

  • Financial Planning or Product Pitch? How to Spot the Difference!
    Dec 5 2025

    Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor's background and ensuring your financial plan is truly in your best interest. Don't get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary.


    #FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities
    #WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice
    #RiskManagement #SmartInvesting
    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/advisor-teams/amr-team

    Más Menos
    22 m
  • The Season of Giving: Charitable Strategies and Tax Tips for Year-End
    Dec 1 2025

    "The Season of Giving: Charitable Strategies and Tax Tips for Year-End" As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan.Tune in for practical tips and insights to navigate charitable contributions during this festiveseason.

    #GivingTuesday #SeasonOfGiving #CharitableGiving #FinancialPlanning #TaxTips
    #HolidayGiving #Nonprofits #Philanthropy #MoneyMatters #ChrisBoydPodcast


    For more information or to reach TEAM AMR, click the following link:


    https://www.wealthenhancement.com/advisor-teams/amr-team

    Más Menos
    47 m
  • Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
    Nov 29 2025

    "Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel"

    Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistakes and penalties. Plus, we touch on Social Security updates and what's ahead for retirees. If you're approaching Medicare decisions or helping a loved one, this conversation is packed with clarity and actionable advice.

    #MedicareEnrollment #RetirementPlanning #FinancialWellness #MedicareMadeSimple
    #OpenEnrollment #SocialSecurity #MoneyMatters #ChrisBoydPodcast #HealthcarePlanning
    #SeniorLiving
    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/advisor-teams/amr-team

    Más Menos
    30 m
  • Planning for Long-Term Care: Costs, Risks & Smart Strategies
    Nov 24 2025

    November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the impact on your financial security, we break down what you need to know to prepare wisely. Do not ignore this risk as 70% of retirees will need some form of care. Tune in for practical insights and strategies to protect your wealth and peace of mind.

    #LongTermCare #FinancialPlanning #RetirementPlanning #WealthManagement #Insurance
    #CareCosts #AgingWell #FinancialSecurity #ChrisBoyd #SomethingMorePodcast
    #MoneyMatters #RiskManagement
    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/advisor-teams/amr-team

    Más Menos
    32 m
  • Markets, Fears & AI: What's Driving Today's Rally?
    Nov 21 2025

    In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the optimism. We will explore what this means for AI, energy demands, and the future of investing. Stay tuned for insights you will not want to miss!

    #Investing #Markets #AI #NVIDIA #Earnings #DollarDominance #Inflation #TechStocks
    #FinancialPodcast #ChrisBoyd #EconomicTrends #StockMarket #JobsReport
    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/advisor-teams/amr-team

    Más Menos
    29 m
  • Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls
    Nov 17 2025

    In this episode of Something More with Chris Boyd, we tackle several hot topics impacting
    investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the related consumer lessons of having a full understanding of what you are buying and don't simply rely of what a salesperson is saying. Join us for practical insights, fiduciary perspectives, and strategies to navigate today's complex financial landscape.

    #SomethingMorePodcast #FinancialInsights #GovernmentShutdown #MortgageTrends
    #InsuranceAwareness #InvestorEducation #WealthManagement #FinancialPlanning
    #MoneyMatters #FiduciaryAdvice
    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/s/advisor-teams/amr

    Más Menos
    37 m
  • "K" Shaped Economy: Market Momentum vs. Economic Headwinds
    Nov 14 2025

    "K" Shaped Economy: Market Momentum vs. Economic Headwinds
    In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the
    bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like "Don't fight the Fed" and "The trend is your friend." Whether you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights.

    #SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely
    #FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy
    #WealthManagement
    AMR Team Webinar | Q4 Economics and Market Outlook link:

    https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL
    uyB3N6

    For more information or to reach TEAM AMR, click the following-https://www.wealthenhancement.com/s/advisor-teams/amr

    Más Menos
    35 m
  • Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
    Nov 10 2025

    Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility


    In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geopolitical tensions and Supreme Court decisions. Plus, we share practical strategies for both retirees and accumulators: when to rebalance, how to manage liquidity, and why time in the market beats timing the market. If uncertainty makes you nervous, this conversation will help you keep perspective and stick to your financial plan.


    #FinancialPlanning #MarketRisk #InvestingWisely #StockMarket #RetirementPlanning
    #DollarCostAveraging #AMRTeam #SomethingMorePodcast #EconomicUncertainty
    #WealthManagement #PortfolioStrategy #WealthManagement #ChrisBoyd #JeffPerry
    #RussBall #FinanicialPlanning #Inthenews #Governmentshutdown

    Más Menos
    39 m