Best J Christopher Boyd Podcasts (2025)

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Market Crashes, AI, and Risk Management: A lot has changed since 1929 28:17

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21h ago28:17

28:17

Market Crashes, AI, and Risk Management: A lot has changed since 1929 In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin's new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? C…

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Smart Moves Before Year-End: Tax Strategies for Retirees & Investors 36:56

3d ago36:56

36:56

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore essential year-end tax planning strategies that can help investors and retirees avoid penalties and optimize their financial outcomes. Whether you're managing your own portfolio or working …

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Markets, Shutdowns, Trumps trip to Asia 31:14

6d ago31:14

31:14

Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth Enhancement to unpack the latest headlines and their implications for investors. From the ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the Fede…

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Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud 33:49

13d ago33:49

33:49

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author of Retire Often. In this episode, we explore Jillian's unique approach to creating a fulfilling …

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Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim 44:00

13d ago44:00

44:00

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and bus…

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Compelling Reasons you Need a Financial Advisor 31:33

20d ago31:33

31:33

Compelling Reasons You Need a Financial Advisor This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, "Why I Have a Financial Planner," Jeff shares his personal journey from DIY financial planning to becoming a client …

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Touching the Third Rail of Politics - 7 ways to save Social Security 38:01

22d ago38:01

38:01

Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff's recent article linked below. While there is not a single solution that is likely to address Social Security's funding challenges on its own, there are many potential approaches to the looming reduction in benefits. To gain the public and political support needed, …

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Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies 38:59

27d ago38:59

38:59

Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd, Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Required Minimum Distributions (RMDs) and Roth conversions to maximizing retirement contributions and leveraging Qualified Charitable…

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Tariffs, Tech & Turbulence: Navigating Q4 with Confidence 39:29

29d ago39:29

39:29

Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep dive into the economic outlook heading into Q4. They unpack: The hidden drag of tariffs, student loans, and slowing job growth …

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Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert 38:45

1M ago38:45

38:45

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 …

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Who You Gonna Call? ... Not Ghostbusters 37:50

1M ago37:50

37:50

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…

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Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes 29:18

1M ago29:18

29:18

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 t…

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From Pensions to Long-Term Care: Insurance Planning That Works 35:19

1M ago35:19

35:19

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…

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The 0.01% Rule and Why Upward Mobility Feels Out of Reach 34:52

2M ago34:52

34:52

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 t…

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From Highs to Headwinds: Navigating the Economy's Crosscurrents 32:30

2M ago32:30

32:30

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 th…

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Digital Wrangling: Securing Your Online Legacy 35:56

2M ago35:56

35:56

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 subscript…

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In the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power 42:50

2M ago42:50

42:50

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 exclusi…

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Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance 45:38

2M ago45:38

45:38

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 concentra…

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Maximize Your Match: Celebrating National 401(K) Day 27:06

2M ago27:06

27:06

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-f…

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Peace of Mind: Navigating Healthcare As You Age 29:06

2M ago29:06

29:06

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 ho…

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Gold Fever: Myths, Memories, and Market Reality 26:26

2M ago26:26

26:26

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, Je…

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Love, Legacy & Liquidity: How to Protect Your Wealth and Your Relationships 30:09

3M ago30:09

30:09

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 retiremen…

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Fed Under Fire: Politics, Powell, and the Future of Monetary Policy 31:15

3M ago31:15

31:15

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 …

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5 Questions to Answer Before Retiring Early 34:38

3M ago34:38

34:38

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 retiremen…

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Alternative Assets in Retirement Plans: Good or Bad Idea? 30:09

3M ago30:09

30:09

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…

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Boomers, Benefits & the Budget: What's Next for Social Security? 47:37

3M ago47:37

47:37

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, an…

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Taxes, Tech & Tangents 36:14

3M ago36:14

36:14

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 pl…

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Long-term Care Insurance: One size does not fit all 34:31

3M ago34:31

34:31

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 the…

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Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning 31:13

3M ago31:13

31:13

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 Bi…

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Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make 37:20

3M ago37:20

37:20

Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make – Timing the market, lack of international equity exposure, taking on too much investment risk, attempting to predict the movement of interest rates, and lacking protection against inflation are just some of the mistakes many investors can make. Chris Boyd, Jeff Perry, and Russ Ball offer advi…

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Memories Over Money: A New Take on Wealth Transfer 31:39

4M ago31:39

31:39

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don't spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty …

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When to Buy Municipal Bonds 27:59

4M ago27:59

27:59

When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental entities to finance public projects like schools, highways, or water systems. For investors seeking stability and tax advantages, municipal bonds can be an appealing component of a diversified portfolio. However, as with any investment, they are rarely a good c…

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OBBB Is Law, So What's In It? 37:29

4M ago37:29

37:29

OBBB Is Law, So What's In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big Beautiful Bill recently signed by President Trump. The episode begins with a broad overview of the Trump agenda that was included in the OBBB, including additional funds for the military, border security, and an extension of the tax cuts. Jeff highlights tha…

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Brian Regan is Focused on the 2nd Half 35:28

4M ago35:28

35:28

Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed review of the first half of the year and an outlook for the remainder of 2025. With a focus on valuation metrics, Brian offers general commentary on the stock ma…

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Taxes, Timing, and Total Wealth – A Holistic Approach 24:57

4M ago24:57

24:57

Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth. What you'll learn: Why tax plan…

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2025 At The Half – A Mid-Year Market Check-In 31:25

4M ago31:25

31:25

2025 At The Half – A Mid-Year Market Check-In As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a thoughtful look at the year's financial journey so far. From market volatility and tariff tensions to geopolitical shifts and AI-driven optimism, this episode dives into the key forces shaping the i…

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The Purpose Code 31:31

4M ago31:31

31:31

The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website link below) for a lively discussion about Dr. Grumet's self-improvement book "The Purpose Code" which shows how to make your mark and how to set goals in life without falling into the anxiety tr…

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Climbing the Wall of Worry 43:49

4M ago43:49

43:49

Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and Russ Ball discuss what an investor should do with all the external market risks, while at the same time, we are reaching record high levels for several market indices. Topics covered include…

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Time to open the Mailbag; RMD's 30:12

5M ago30:12

30:12

Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question asking, I have multiple IRAs, how many RMDs do I need to take each year? Chris and Jeff next answer what is the Rule of 25? The next topic is one based on television and radio commercials selling…

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IRA Age Milestones 32:51

5M ago32:51

32:51

IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you through a chronological timeline from childhood to your mid- seventies as they discuss twelve key ages and relatively unknown opportunities related to your IRA that could boost your savings and re…

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Things to consider before buying a second home 33:07

5M ago33:07

33:07

Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with "try before you buy" advice and the distinction between an inv…

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Targets of Fraud 22:46

5M ago22:46

22:46

Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience financial fraud or abuse each year. Elder fraud reports to the FBI's Crime Complaint Center have risen by 14%, with an average loss of $34K (see link below). Chris Boyd, Jeff Perry, and Russ B…

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Best Books? 29:01

5M ago29:01

29:01

Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book recommendations and advice as to how she should go about finding a financial planner who is willing to work with someone who has a modest income and assets. Chris and co-host Jeff Perry suggest…

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5 Biggest Stealth Retirement Costs 35:49

5M ago35:49

35:49

5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger's magazine (linked below) as they discuss the "Five Biggest Stealth Costs in Retirement." The conversation begins with the notion that most people planning for retirement have a basic understanding of their future cash flow needs. Chris and Jeff di…

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Don't Assume 27:08

5M ago27:08

27:08

Don't Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode begins with Russ Ball outlining a new "super catch-up" for workers ages 60-64, which leads to an overall review of retirement account limits and special catch-up opportunities. Jeff shares cl…

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One Big Beautiful Bill 31:50

5M ago31:50

31:50

One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the "One Big Beautiful Bill." The trio discusses the key items in the Bill, including making the Tax and Job Act income tax reductions permanent, eliminating taxes on overtime and tips, and increases in border an…

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Navigating Economic Waves: A Portfolio Strategy 22:37

6M ago22:37

22:37

Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and Jeff Perry to discuss a recent article Brian authored (see link below) which suggests that staying calm and ensuring that investment strategies are robust and adaptable, one can weather the economic "storms" triggered by tariff policy and related economic news. Brian…

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IRA Beneficiaries: Who Inherits What and When? 27:01

6M ago27:01

27:01

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry as they explore the sometimes confusing and technical rules of the three distinct categories of IR…

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Mail Bag; Expenses in retirement, caring for your estate, 49 and no retirement savings 35:24

6M ago35:24

35:24

Mail Bag – Jeff Perry and Russ Ball dig into the Team AMR Mail Bag and answer questions from listeners. Included in this episode are, "I have read that my household expenses will go down when I retire, but I don't understand why." "I know that I need a Will, but don't know who in my family I should choose to take care of my estate. Who should be my…

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College Planning 33:22

6M ago33:22

33:22

College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The conversation begins with the use of 529's as the foundation for most families to save for future educational expenses. Jeff outlines the basics of how a 529 plan operates…