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Something More with Chris Boyd
Something More with Chris Boyd

Something More with Chris Boyd

Something More with Chris Boyd is Cape Cod's finanical talk show, airing Saturday's at 3pm on WXTK, 95.1 FM. The show covers a wide variety of finanical topics with the goal of educating and entertaining.

Available Episodes 10

The Future of You – Co-founders of “The Future of You” Nan Ives and Lisa Stornaielo join Jeff Perry and Russ Ball for a non-financial planning discussion focusing on how someone in retirement should Rebalance Your Life, Connect to Your Purpose, Activate “ReTRYmen” and Launch Your Life Plan. Nan and Lisa share their experiences with how their clients work through the opportunities and challenges they face when they step away from their full-time careers.

To find out more about The Future of You, click the link below: https://www.thefutureofyou.com/

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd, Russ Ball or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some investors find themselves with a sizable portion of their investment portfolio concentrated in a single holding. Chris leads the discussion of the best moves for such investors. The trio next reviews the challenges many people face in accurately predicting their retirement cash flow. The trio discusses challenges and methods of putting together an accurate financial plan.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable giving, tax-loss harvesting, IRA contributions, tax deductions, and long-term tax planning. For listeners who would like a complimentary 2024 Tax Planning Checklist, they may contact Team AMR at the link below.

The AMR Team is seeking your opinions on the Something More podcast. To participate in our survey, please click the link below: https://lnkd.in/ekcsvPaM

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

 

Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage discusses the current state of the home mortgage market with Chris Boyd and Jeff Perry. The conversation starts off with the likely impacts for mortgage rates due to the recent election. Robert answers questions regarding the mortgage application process, debt to income ratios, types of income that qualify for a mortgage, self-employment situations, and programs for first time homebuyers. At the end of the segment, Robert mentions community events in the Falmouth area that he is involved with (see links below). For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

To reach Robert Foos, Sparrow Mortgage, or the events mentioned, see the links below: https://sparrowmortgage.com/

Katie's Cure https://www.katiescureals.com/

Sip & Shop Small www.facebook.com/photo/?fbid=1072818018186092&set=pb.100063737103399.- 2207520000

 

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about a lot more than counting the dollars! Topics discussed include, why we give money meaning, money and emotion, money and relationships, identifying influences/origins of money messages, illustrating impact of money messages on financial behaviors, and highlighting impact on advisor/client relationship. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections. Next Chris shares detailed lessons about Required Minimum Distributions. The dialogue transitions to items to consider before the end of the year, including retirement contributions, Roth conversions, charitable giving and QCD’s. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the stock market has performed under prior Presidents. Brian shares detailed commentary of the likely economic outcomes of a Trump or Harris presidency. Jeff and Brian dig into issues of tax policy, deficit spending, employment, tariffs, and geo-politics. For more information or to reach Chris Boyd, Brian Regan or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include responses about Social Security, pensions, IRAs/401Ks, inflation, working after retirement and various expected sources of income. The discussion goes off on a tangent as the pair discuss the non-financial aspects of retirement planning.

Chris also invites you to join him at an upcoming seminar titled “Your Retirement Countdown”.

Click the link below to read the entire Retirement Conference Survey:

https://www.ebri.org/docs/default-source/rcs/2024-rcs/2024-rcs-release- report.pdf?sfvrsn=2447072f_2

For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

 

End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds everyone why it is important to check and update your beneficiaries. Chris and Jeff also inform listeners of the new AMR Team office location in Hyannis and discuss the recent Grand Opening ceremony. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr