2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to gold. We also tackle the growing buzz around private credit and private equity—and why Brian calls it "baloney sauce." Plus, we explore risks in alternative markets and what
investors should expect from high-flying tech names like NVIDIA. Join us for candid analysis, practical takeaways, and a look at how to position for 2026.
#YearEndReview #MarketInsights #InvestingStrategy #PortfolioPlanning #TariffTalk
#PrivateCredit #FinancialPodcast #ChrisBoydShow #2026Outlook #BaloneySauce
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

Doctors do no harm: Navigating Wealth Management for Medical Professionals
Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career with high income but limited earning years, we break down the critical phases of a physician's financial life. We also discuss strategies for retirement planning, liability protection, and why physicians, like professional athletes, must maximize savings during peak earning years. If you're a physician or work with one, this conversation offers practical insights on portfolio management, risk mitigation, and building long-term financial security. Tune in to learn how to overcome time constraints and emotional hurdles to create a plan that works for your future.

#PhysicianFinance #FinancialPlanning #WealthManagement #RetirementPlanning
#MedicalProfessionals #DebtManagement #PortfolioStrategies #RiskManagement
#SomethingMorePodcast #MoneyMatters
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

Media Power Plays & Market Signals: Warner Bros Deal + In the News
In this episode of Something More with Chris Boyd, we dive into major stories shaping headlines
and investor sentiment. First, we unpack the high-stakes battle for Warner Brothers Discovery,
where Paramount and Netflix are vying for control in a deal worth over $100 billion. What does
this mean for the future of streaming, media consolidation, and shareholder value? Then, we
shift gears to the latest Bureau of Labor Statistics data, exploring what a surprising dip in
inflation could signal for interest rates, economic growth, and your portfolio. From hostile
takeovers to macroeconomic trends, we break down what investors need to know and how these
developments might influence markets in 2026. Join Chris Boyd, Jeff Perry, and Brian Regan for
insights that go beyond the headlines.
#InvestingInsights #MarketTrends #MediaMerger #WarnerBrosDeal #EconomicUpdate
#InflationWatch #FinancialPodcast #StreamingWars #ChrisBoydShow #PortfolioStrategy
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

As the year draws to a close, it's the perfect time to review your portfolio and ensure your
investments align with your goals. In this episode of Something More with Chris Boyd, Chris is
joined by Jeff Perry and Brian Regan to discuss why year-end reviews matter and what investors
should consider before heading into 2026. From rebalancing and active allocation strategies to
adjusting for life events, we explore how disciplined portfolio management can help you stay on
track. We also touch on market trends, risk profiles, and why diversification matters more than
ever. Whether you work with an advisor or manage your own investments, this conversation
offers practical insights to help you make informed decisions. Tune in to learn how to position
your portfolio for success in the coming year.

#PortfolioReview #YearEndPlanning #InvestmentStrategy #AssetAllocation #FinancialPlanning
#WealthManagement #MarketInsights #Rebalancing #SomethingMorePodcast #MoneyMatters

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

What does 2026 have in store for the economy, markets, and your money? In this episode of
Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and Brian Regan to
share their bold predictions for the year ahead. From the Federal Reserve's recent quarter-point
rate cut to the possibility of multiple cuts next year, we explore what these moves could mean for
borrowing costs, mortgages, and investment strategies. Will inflation stay stubbornly above 3%?
How about GDP and the Stock Market? Could home prices actually decline by 5%? And how
might a new Fed Chair appointment shake up monetary policy? Our team dives into the data, the
dissent within the Fed, and the political dynamics that could influence economic outcomes. If
you want insights on interest rates, housing trends, and the forces shaping 2026, this episode is
packed with valuable perspective.

#EconomicPredictions #2026Forecast #InterestRates #InflationTrends #HousingMarket
#FedPolicy #FinancialPlanning #MarketInsights #SomethingMorePodcast #WealthManagement

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

As 2025 races to a close, year-end tax planning takes center stage, especially with the
sweeping changes from the One Big Beautiful Bill Act. 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 to unpack what these changes mean for you. From strategic IRA
withdrawals and managing Required Minimum Distributions (RMDs) to leveraging
qualified charitable distributions, we explore how seniors and service industry workers
can benefit from new deductions and credits. Plus, we dive into the expanded SALT
deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're
planning for retirement or simply want to maximize your refund, these insights can help
you make informed decisions before the year ends. Tune in and learn how to turn tax law
changes into financial opportunities.

#YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips
#WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters
#SomethingMorePodcast

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

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and
special guest Dr. Roger Landry to explore the powerful connection between stress, health,
and financial well-being. They dive into why stress is a leading contributor to disease and
how lifestyle choices, not just genetics, shape healthy longevity. From movement and
social connection to purpose and lifelong learning, Dr. Landry shares practical insights
for living a vibrant life in retirement. The conversation also highlights how financial
planning can reduce anxiety and provide "permission" to enjoy life without fear of
running out of resources. Tune in for strategies to thrive physically, mentally, and
financially throughout your retirement journey.

#HealthyLongevity #RetirementPlanning #StressManagement #FinancialWellness
#PurposefulLiving #SomethingMorePodcast #HealthyRetirement #financialplanning

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

For more on Dr. Landry, please visit his website at:
https://www.livelongdieshort.com/

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