A New Year

Something More with Chris Boyd

MP3•Pagina principale dell'episodio

28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

circa un anno fa 33:17

A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024, including stocks, bonds, real estate, and cryptocurrency. The trio offers their forecasts for 2025 and provide some perspective on how market trends and economic cycles do not last forever and assets tend to revert back to the mean level over time. The conversation turns to the importance of financial planning in the context of volatile markets. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

1000 episodi

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

A New Year

Something More with Chris Boyd

30 subscribers

published circa un anno fa

MP3•Pagina principale dell'episodio

1000 episodi

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

すべてのエピソード

Something More with Chris Boyd

1
GO SOMEWHERE - Colin Stroud 38:19

5 giorni fa38:19

38:19

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a highly informative and entertaining travel related episode. In this episode you will learn more about why flexible bank cards are a favorite, should you use one credit card or many cards to earn the most benefits, should you “buy points,” and what are arbitrage opportunities? Chris and Kristen Boyd dig into these issues and more. You won’t want to miss this episode if you are looking for money-saving tactics using your miles and points! To learn more about Colin Stroud, please visit his website: https://www.gosomewhere.world/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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What A Week! So, Is It Over? 43:45

7 giorni fa43:45

43:45

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff attempt to summarize the recent developments of President Trump’s tariff policy. Chris plays a clip from a previous episode where he and Professor Jeremy Siegel discuss whether a trade imbalance is a good or a bad thing. Brian outlines tactical moves he has taken for clients. Jeff shares the need to have a financial plan, and Chris discusses the Team’s asset allocation strategy. Other issues debated in this episode include the impact on the dollar, employment data, and what is really “free trade.” For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Tariffs and how they relate to an estate planning checkup 50:01

12 giorni fa50:01

50:01

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics discussed include the “Golden Funnel,” multi- generational wealth, estate taxes, income taxes, using a LLC for your estate planning, and more. To reach Attorney Keats Boyd, please call his office at 508-775-7800 or click the link below: https://www.boydandboydpc.com/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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New Trump Tariffs and the Stock Market 33:38

14 giorni fa33:38

33:38

Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as “Liberation Day” imposed by President Trump. With the increased market volatility created by the Trump tariff announcement, Chris, Jeff, and Russ discuss whether it is time to reduce exposure in the stock market or is it time to add funds while the market is in correction territory. Chris highlights that investors might wish to review their asset allocation. Jeff reviews that the bond market has performed well in recent months and how this is a reminder that investors can benefit from diversification among asset classes. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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What to do when a parent dies? 37:39

19 giorni fa37:39

37:39

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful advice and lessons. Chris also details about inheriting an IRA from a loved one and the various rules surrounding beneficial accounts in general. For additional information on this topic, please click the links below: https://www.library-messages.com/c9de15f9-d73a-4df0-953d-174013937f10/resource- center/estate/a-checklist-for-when-a-spouse-or-parent-passes https://www.wealthenhancement.com/s/blog/what-to-do-after-a-parent-dies- MCILZXAWMCNVEJHHPLEXZJDK5G54 For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Recession? 37:26

21 giorni fa37:26

37:26

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the conversation with a detailed explanation of the definition of a recession, which may not be as simple as it seems. The trio reviews recent related economic news, including the potential impact of Trump tariffs, inflation, employment data, retail sales, potential of a reduction in government spending, and consumer confidence. Brian offers his expert commentary about the risks of an economic slowdown in the near future. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Social Security: To start or not to start, that is the question 29:40

26 giorni fa29:40

29:40

Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision, but making the wrong decision can have a significant impact on your financial plan and your income taxes. Chris Boyd, Jeff Perry, and Russ Ball have an in-depth discussion and respond to the concept of taking Social Security at the earliest possible age and investing the monthly benefit. Chris, Jeff, and Russ remind listeners that it is always best to seek the advice of your financial advisor when making decision when to claim Social Security. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Donor Advised Funds 29:32

28 giorni fa29:32

29:32

Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing the largest potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the benefits of using a Donor Advised Fund to help with your charitable giving with a flexible strategy that can offer significant income tax savings. The trio also discusses the legacy benefits of including family members with the decisions of a family-centered Donor Advised Fund. If you would like to receive a complimentary guidebook of Donor Advised Funds, please contact Chris Boyd or Jeff Perry, by clicking the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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5 signs it is time to retire 37:18

5 weeks fa37:18

37:18

5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear retirement date in mind. For others, it is less etched in stone. But either way, if you are thinking about retiring anytime soon, there are signs to consider. Chris Boyd and Jeff Perry review a recent Kiplinger’s article (see full article linked below), which asks are you emotionally ready? Have you saved enough? Do you have a post-retirement plan? Can you handle your bank account depleting? Have you talked with your spouse? Listen in as you might be surprised where the conversation goes. https://www.kiplinger.com/retirement/retirement-planning/five-signs-its-time-to-retire-in- 2025 For more information or to reach Chris Boyd or Jeff Perry, click…

Something More with Chris Boyd

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It has been 5 years 35:58

5 weeks fa35:58

35:58

With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were five years ago and sharing the related personal and financial lessons. The trio explores the similarities of current stock market movements with the recent tariff policy to the uncertainty caused by Covid. The value of working with a financial advisor during turbulent times is discussed, including financial and behavioral consideration. Chris closes out the segment explaining why having a comprehensive financial plan is critical to long-term financial success. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Tax Time 39:28

6 weeks fa39:28

39:28

Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account contribution limits. Jeff and Russ discuss the differences between traditional IRAs and Roth IRAs. Chris explains the use of a “back door” Roth IRA and Roth conversions. Chris also advises listeners how 1099’s work with Qualified Charitable Distributions (QCDs). Chris ends the episode with an offer for a complimentary Finance Fact Sheet to anyone who emails the show. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Markets and Tariffs 42:34

6 weeks fa42:34

42:34

With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff moves by President Trump as well as commentary why tariffs can be an effective or harmful tool in political and economic arenas. Brian responds to questions from the AMR Team related to his views about the impacts of tariffs on the stock market, inflation, and corporate earnings. Brian also reviews recent positive moves in fixed-income assets. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Navigating aging care with Back Nine Nurses 35:07

7 weeks fa35:07

35:07

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized, and compassionate navigation during times of transition and uncertainty related to aging. Topics include homecare, assisted living, medical advocacy, hospice, and the need for advanced estate and family planning. Deborah and Kristen offer suggestions on looking for warning signs and how best to react. For more information, see the link below: https://www.backninenurses.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Married Women Need to Pay Attention 38:09

7 weeks fa38:09

38:09

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. The trio digs into why many married women are not involved in the personal finance and investment decisions of their household and the risks associated with such disengagement. For more information about Dr. Mattia, see the link below: https://www.moneymatriarchs.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Is 80% enough? 30:54

8 weeks fa30:54