Afleveringen
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Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an
engaging discussion concerning the various financial planning issues for parents of
special needs children. Charlie shares his personal story of having two sons with autism
and the many financial and personal challenges. Topic areas discussed during the episode
are estate planning, future housing needs, special needs trusts, life insurance planning,
and available assistance from federal and state government. The segment concludes with
Charlie sharing his advice on using support groups in your geographical area to provide
assistance to both the child and the parents.
See a link below to listen to Charlie’s own podcasts on related subjects:
https://podcasts.apple.com/us/podcast/your-pathways-to-wealth/id1687118452
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry
share their thoughts on what financial and consumer topics should be included in
everyone’s knowledge. The pair reviews the growing trend of states requiring a financial
literacy class for high school students. Chris and Jeff also discuss various tactics
available to parents to instill a desire in their children to learn the basics of personal
finance.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Zijn er afleveringen die ontbreken?
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What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?” While this “number” is different for each individual or couple, the below referenced article indicates that the result of a recent survey pegs the figure of $1.5M. Chris & Jeff review a range of factors to consider when calculating a financial number target, including income sources, debt, housing, location, and desired lifestyle in retirement. Chris and Jeff next review data from various sources that clearly demonstrates that the average person is not saving enough to reach the necessary level for retirement.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy. Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long before retirement. Jeff reflects on the advice he provides both as an attorney and financial planner. The conversation moves on to the topic of how a family home can be either a burden or a benefit to a retirement plan. To wrap up this segment, Chris and Jeff discuss the personal and financial costs of enabling a child or family member. While a sensitive and diverse issue, Chris and Jeff reflect and offer advice on how these difficult and emotional situations should be addressed.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second quarter and beyond. Brian outlines the “Bull” and “Bear” cases for the remainder of 2024. The dialogue covers commentary on recent employment data, inflation trends and recent geo-political events. Chris and Jeff close out this episode with their reflections of how global threats and the news media can impact how clients and investors feel about risk assets.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”. The pair offer their thoughts on how living in abundance occurs when one is able to align their financial wealth with their personal values and desired purpose resulting in full contentment. The conversation continues with the importance of being content and satisfied with your financial status, while focusing on relationships, personal growth, and overall happiness. Chris reflects on various ways mentoring and volunteering can enhance this stage of life. The episode concludes how one’s desired legacy fits into this stage of abundance.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to
this episode to discuss a question from the AMR Team Mail Bag. This listener’s question
asks about the threats to the strength of the US Dollar and whether China may have a
political or market interest in a devalued US Dollar. Other threats to the strength of the
US Dollar are discussed, including the rising level of US government debt. The episode
concludes with a conversation of the seemingly growing number of newsletters and fear-
related products being marketed to consumers.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Market Observations/First Quarter review – Brian Regan joins the show to share his
generally positive commentary on the first quarter results in the financial markets. Brian
highlights that recent market performance emphasizes why diversification is key to a
financial plan. Chris Boyd and Jeff Perry add in their thoughts on the market, including
bonds, geo-political events and a review of a recently released shareholder letter from
Jamie Dimon.
For more information or to reach Chris Boyd or Jeff Perry, click the link below:https://www.wealthenhancement.com/s/advisor-teams/amr
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Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels
of Wealth (see related article linked below). For this segment, they move onto level 4 –
Freedom. Chris and Jeff discuss how Freedom means having the ability to cover
your current and future financial needs, and when working is more of a personal
choice than a financial need. Jeff emphasizes that reaching the freedom stage still
requires long-term planning, budgeting and lifestyle discipline. Chris talks about
why it is important to stress-test your financial plan, especially for the potential
need of long-term care.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-
how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
In the News – There is never a shortage of financially related news items to discuss. In
this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar
Eclipse and the economic impact of such an event. Chris and Jeff next review economic
data reports from the week, including the Consumer Price Index (CPI) and the Producer
Price Index (PPI) and what each report tells us about inflation trends. To wrap up this
segment, Jeff brings up a story that Costco has been selling up to $200M a month in gold
bars. Chris discusses why people buy gold related assets. The segment ends with
common sense advice to investors in such assets.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener
on the subject of what is the correct type of life insurance? Chris summarizes the
scenario where a woman from Wisconsin asks about whether a whole life insurance
policy is an effective use for life insurance and for saving for future college expenses and
retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and
when different types of policies may be appropriate. The segment concludes with advice
to listeners to work with a financial advisor who is a fiduciary and to be fully informed of
all the costs and benefits when being sold a financial product.For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Tax Day is upon us – With April 15 th quickly approaching, Chris Boyd reminds listeners
of important income tax filing dates for individuals and businesses. Chris Boyd and Jeff
Perry discuss the proper income tax withholding strategies and why receiving a big tax
refund is not a good thing. Jeff shares his comments on how to avoid common income
tax scams while suggesting using an unique IRS personal identification number for tax
filing. Chris offers listeners a complimentary 2024 Personal Finance Facts resource.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see
related article linked below). At Level 3, Security is about seeing the fruits of your
disciplined financial strategy and how financial decisions should become more
second nature. Jeff and Chris go deep into the details of how much one should
have for an emergency fund and the advantages of creating a comprehensive
financial plan to focus on retirement planning and other significant financial
planning goals.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-
how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All-
America Economic Survey, which is a bi-partisan poll across the United States covering
key measures of economic confidence and other business/economic issues. In this latest
poll are issues of President Biden’s proposal for a Corporate Income Tax increase,
banning the social media app TikTok, and voters’ thoughts on a Trump versus Biden
election rematch. Chris and Jeff have some fun sharing their views on each of the
subjects. As a reminder, Chris mentions that the Something More with Chris Boyd
podcast recently celebrated the 1,000 th podcast and listeners can reach out for a free thank
you gift by contacting Chris Boyd at the link below.
To read more about the All-American Survey check out this link:
https://www.cnbc.com/american-economic-survey/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book
“Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold
story of how one of America’s most invincible institutions (the Treasury) has used the
U.S. dollar to define America’s role in the world, and our economic future”. Saleha
explains how the Treasury Department has shaped U.S. policy at home and overseas by
wielding the American dollar as a “weapon” and what that means in a new age of crisis.
Chris adds his commentary on globalization and how the strength or weakness of the
dollar impacts American business and the consumers. The conversation of the impacts ofSeptember 11 th and how the U.S. is able to use the dollar in diplomacy. The episode
concludes with potential threats to the dollar and whether it is possible for another
nation(s) to replace the dollar as the world’s dominant currency.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Retirement Planning for Women – With March being Women’s History Month, Chris
Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment
to discuss unique challenges that many women face in financial planning. Jocelyn starts
out by sharing her personal story of meeting her first financial advisor and how she
prefers a values-based planning approach. During a lively dialogue, the trio explore
issues many women face of taking time off from work to care for family and how this
relates to future social security benefits and the need for retirement planning in general.
Wealth Enhancement Group is offering a complimentary “Retirement Guidebook for
Women”. You may request a guidebook by contacting Chris or Jeff at the 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 -
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about
the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see
related article linked below). At Level 2 you are no longer just surviving, you are
beginning to make your money work for you. Chris and Jeff outline a successful
method of goal setting and dig into some common financial goals of saving for a
home purchase, saving for retirement, and planning for higher education costs of
children. Chris provides his thoughts for reducing risk as you get closer to a
financial goal.
https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-
how-to-get-there/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big
news moving the markets this week is the comments of Federal Reserve (Fed) Chairman
Jerome Powell indicating the likelihood that the Fed’s are still expecting interest rates to
decline later in the year. Jeff next mentions the topic of the National Association of
Realtors reaching a settlement to end landmark antitrust lawsuits by paying $418
million in damages and eliminating certain types of commissions. Chris and Jeff
discuss the likely changes to how real estate agents are compensated and the need
for consumers to be aware of upcoming changes to selling and buying a home.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment
about the potential risks to financial plans during retirement years. Included in this
discussion is “LONGEVITY RISK” or how long your money needs to last. The next risk
reviewed is “INFLATION RISK” and the need for your income to keep up with rising
costs over the years. Finally, Chris and Jeff discuss “MARKET RISK” which means
being able to tolerate how markets may fluctuate dramatically over time.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
1,000! – This episode marks the #1,000 podcast of Something More with Chris Boyd!
Jeff Perry joins Chris as Chris reflects on his motivations for starting the radio show and
podcast almost 17 years ago. Chris also talks about his favorite segments and most
interesting guests. Chris shares his personal thoughts and discusses the future of the
podcast moving forward. At the end of the segment, Chris announces a complimentary
“Money Tree” gift to listeners who write in.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr - Laat meer zien