As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan.Tune in for practical tips and insights to navigate charitable contributions during this festiveseason.

#GivingTuesday #SeasonOfGiving #CharitableGiving #FinancialPlanning #TaxTips
#HolidayGiving #Nonprofits #Philanthropy #MoneyMatters #ChrisBoydPodcast

For more information or to reach TEAM AMR, click the following link:

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

 

 

Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistakes and penalties. Plus, we touch on Social Security updates and what's ahead for retirees. If you're approaching Medicare decisions or helping a loved one, this conversation is packed with clarity and actionable advice.

#MedicareEnrollment #RetirementPlanning #FinancialWellness #MedicareMadeSimple
#OpenEnrollment #SocialSecurity #MoneyMatters #ChrisBoydPodcast #HealthcarePlanning
#SeniorLiving
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

 

 

November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the impact on your financial security, we break down what you need to know to prepare wisely. Do not ignore this risk as 70% of retirees will need some form of care. Tune in for practical insights and strategies to protect your wealth and peace of mind.

#LongTermCare #FinancialPlanning #RetirementPlanning #WealthManagement #Insurance
#CareCosts #AgingWell #FinancialSecurity #ChrisBoyd #SomethingMorePodcast
#MoneyMatters #RiskManagement
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, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the optimism. We will explore what this means for AI, energy demands, and the future of investing. Stay tuned for insights you will not want to miss!

#Investing #Markets #AI #NVIDIA #Earnings #DollarDominance #Inflation #TechStocks
#FinancialPodcast #ChrisBoyd #EconomicTrends #StockMarket #JobsReport
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, we tackle several hot topics impacting
investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the related consumer lessons of having a full understanding of what you are buying and don't simply rely of what a salesperson is saying. Join us for practical insights, fiduciary perspectives, and strategies to navigate today's complex financial landscape.

#SomethingMorePodcast #FinancialInsights #GovernmentShutdown #MortgageTrends
#InsuranceAwareness #InvestorEducation #WealthManagement #FinancialPlanning
#MoneyMatters #FiduciaryAdvice
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

"K" Shaped Economy: Market Momentum vs. Economic Headwinds
In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the
bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like "Don't fight the Fed" and "The trend is your friend." Whether you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights.

#SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely
#FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy
#WealthManagement
AMR Team Webinar | Q4 Economics and Market Outlook link:

https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL
uyB3N6

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

 

 

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geopolitical tensions and Supreme Court decisions. Plus, we share practical strategies for both retirees and accumulators: when to rebalance, how to manage liquidity, and why time in the market beats timing the market. If uncertainty makes you nervous, this conversation will help you keep perspective and stick to your financial plan.

#FinancialPlanning #MarketRisk #InvestingWisely #StockMarket #RetirementPlanning
#DollarCostAveraging #AMRTeam #SomethingMorePodcast #EconomicUncertainty
#WealthManagement #PortfolioStrategy #WealthManagement #ChrisBoyd #JeffPerry
#RussBall #FinanicialPlanning #Inthenews #Governmentshutdown

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? Chris and Jeff explore what made the 1929 crash so severe, why today's markets are
fundamentally different, and what lessons history offers for managing risk. They also dive into modern concerns like tech-driven valuations, AI's role in fueling market optimism, and practical strategies for protecting your portfolio. Topics discussed include liquidity buffers,
diversification, asset allocation, rebalancing and stress testing. If you've been wondering how to prepare for uncertainty, this episode is packed with insights you won't want to miss.

#FinancialPlanning #MarketCrash #InvestingWisely #RiskManagement #PortfolioStrategy
#AIandMarkets #1929Lessons #WealthManagement #ChrisBoyd #JeffPerry #FinanicialPlanning #Divesification
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

 

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
with a financial advisor, this episode is packed with actionable insights to help you finish the
year strong and prepare for what's ahead, including

How to avoid IRS penalties through proper withholding and estimated payments
-The hidden tax consequences of mutual fund capital gains
-Strategic use of Required Minimum Distributions (RMDs)
-The power of Qualified Charitable Distributions (QCDs)
-Roth conversions and how they can reduce future tax burdens
-Tax-loss harvesting and other overlooked opportunities
-Temporary tax benefits under current legislation and why timing matters

#YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting
#FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast
#InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam

https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes

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