Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the
Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a
fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related
to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a
comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College
Planning Webinar (see link 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 register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry
welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this
episode for an important discussion of when and how a comprehensive Aging Plan
should be developed.  Topics covered include “Red Flags” that family members should
look for with aging family members, when and how to step in and offer assistance,
caregiver burnout, emotional issues and financial considerations. Annalee also offers her
commentary on the current status and future outlook of senior care options.
For information on Annalee’s book, please click the link below:
https://www.amazon.com/Invisible-Patient-Emotional-Financial-Caregivers-
ebook/dp/B09J64RGJW

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

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

International Day of Charity (release on 9/05/24) – In recognition of the International
Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a
chartable intent and who are concerned about income taxes may wish to make charitable
donations. The duo has an active dialogue about the pros and cons of Donor Advised
Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also
discuss the benefits of including family members in this process. Jeff highlights why
collaborating with a financial advisor regarding charitable giving is an important
component of a comprehensive financial plan.

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

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff
Perry for a wide-ranging conversation about the impacts of recent items in the legal and
political news, including the Corporate Transparency Act, Non-Compete Agreements, the
Moore vs United States decision on unrealized gains being taxable, and the new rules on
how listing and buyer real estate agents/brokers compensation has changed. Attorney
Boyd also discusses his upcoming seminars and how to register (see link below). Chris
and Jeff also remind listeners of the upcoming online seminar about college planning on
September 24th (see link below).
For information on estate planning seminars, click the below link:
https://www.boydandboydpc.com/seminars/

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

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Take a moment, step back, and ask how do I want to be remembered?  

While most of us don’t wish to contemplate our own death, doing the
necessary estate and financial planning and having the appropriate family conversations
can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd
and Jeff Perry share experiences and client stories that demonstrate why having your
affairs in order is a wonderful gift to leave behind.

The discussion includes wills, trusts,health care proxies, powers of attorney, and other related documents. Chris mentions the George Kinder “3 Questions”. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below).
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

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

Why we ask the questions we ask  – Chris Boyd and Jeff Perry
explain why financial advisors ask so many questions. Many of the questions may not
seem relevant to the creation of a financial plan. The conversation starts with the first
meeting which Chris calls the “getting to know you meeting” and follow up document
gathering. Subjects covered include a wide variety of financial planning topics, goal
setting and how one’s goals should drive one’s financial plans. Chris and Jeff discuss
why questions about your health, family situations, and where you live are important to
the creation of a successful financial plan. Chris and Jeff also remind listeners of the
upcoming online seminar about college planning on September 24th (see link 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 register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Estate Planning  – With all the changes to the laws regarding estate
planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to
the program. The conversation starts out with some basic estate planning techniques. The
topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and
Roth Conversions. Attorney Boyd also mentions his upcoming seminars and how to
register (see link below). Chris and Jeff also remind listeners of the upcoming webinar
about college planning on September 24 th (see link below).
For information on estate planning seminars, click the below link:

https://www.boydandboydpc.com/seminars/

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

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this
episode with a review and commentary on the economic news of the week, including PPI,
CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial
aspects of retirement planning, including deciding how you will allocate new found time
in retirement. Of course, most areas discussed revert to related financial issues, such as
the impacts of downsizing/relocating, travel expenses, gifting, and legacy planning.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff
Perry to discuss the many challenges of planning for college. The conversation starts out
with an announcement that the Free Application for Federal Student Aid (FAFSA) will
not be available on the scheduled date of October 1 st . Topics covered during the podcast
include the rising cost of college, how to start the college search, ways to save for future
college expenses, and finding the right fit. The trio will also host a College Planning
Webinar on September 24 th . See link below to register.

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

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

To connect with Cozy Whitman, visit her website at:
https://collegeinsidetrack.com/