Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with
an offer to listeners for a complimentary 2024 Tax Planning Checklist. The conversation
turns to a discussion of a Kiplinger’s article (see link below) about retirement income
strategies that Chris was quoted in. Chris and co-host Jeff Perry discuss segmenting
retirement income by using the bucket strategy, the use of dividend stocks/bonds versus
total portfolio, having diversified income streams, using annuities (or not) for guaranteed
income, and working part-time in retirement. Chris and Jeff remind listeners to take the
Something More podcast survey (see link below).
https://www.kiplinger.com/retirement/retirement-income-strategies-for-the-long-
haul
The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: 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

 

Elevate & Empower – Author and radio personality Jeff Katz joins the podcast to
discuss his new book, Elevate & Empower. The show starts out with a lively discussion
of Jeff’s unique background of being a police officer, wrestling promoter, radio show
host, public speaker, husband, and father. Jeff shares the personal story of his daughter
Julia and how she is the inspiration for the last chapter of the book “Quest for Cookies.”
Jeff also shares his Letters to Julia and his own personal advocacy for disabled
individuals.
To order Jeff Katz’s book Elevate & Empower, e-mail Jeff at: jakatz@live.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

 

Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and
Russ Ball explore the often-incorrect assumptions people have related to social security
and government pensions. Russ opens the segment with one of those common
assumptions with a question to Jeff who outlines the interplay of the two sources of
retirement income. Chris shifts to the topic of how many retirees struggle with the
transition of accumulating assets to spending them. The group has an in-depth
conversation as to why a comprehensive financial plan can be an asset to managing the
financial and emotional components of retirement income and expenses.

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: 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

 

Bulls, Bears, and Pigs – After two years of strong market gains, many investors are
wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff Perry and Russ
Ball discuss market history and what constitutes normal market behavior. Jeff shares a
personal financial move he recently made and reminds listeners of the old saying that
“Bulls make money, Bears can make money, and Pigs get slaughtered.” Chris shares his
guidance on having the proper allocations considering your risk tolerance. The trio also
discusses a pension question and how other issues like health insurance and legacy
planning play into the decision-making process for your pension options.
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

 

Beware of Frauds and Scams – Chris Boyd and Jeff Perry focus this episode with an update on recent methods that criminals are using to steal your funds and your identity.  Chris and Jeff begin by discussing the growing use of Artificial Intelligence (AI) to trick victims into providing personal information.  Other topics covered are spoofing, phishing, and customer service fakes.  The conversation turns to methods to safeguard against becoming an identity theft victim, including credit freezes, requesting fraud alerts, enrolling in multifactor authentication, and checking your bank and credit card statements.

 

The AMR Team is seeking your opinions on the Something More podcast.  To participate in our survey, please click the following link:  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

Small Business Saturday and Giving Tuesday – With the holiday season being in full swing, Chris Boyd, Jeff Perry, and Russ Ball start of with a discussion on how to manage the financial pressures that many people face during the holiday season.  Jeff shares his thoughts on budgeting and low-cost gift giving.   Chris next emphasizes the importance of supporting local businesses during the holiday shopping season.  The dialogue flows to the dominance of online shopping.  The trio discuss Giving Tuesday and Chris outlines various financial and tax planning techniques which allow for the most efficient and effective charitable giving.

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 

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry
and Russ Ball to answer client questions. The episode begins with Brian responding to a
70-year-old client who has approximately $100K in Verizon stock and very much enjoys
the dividend of 6.5%. Brian provides the pros and cons of having such a concentrated
position. The next client question comes from a couple in their 40’s who are saving for
retirement primarily using 401Ks. They want to know if they should add international
stock funds to their retirement accounts. Brian shares why this is a good idea despite a
recent history of lagging returns for international funds.

The AMR Team is seeking your opinions on the Something More podcast. To participate
in our survey, please click the following link: 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

 

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