Something More with Chris Boyd J. Christopher Boyd

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

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

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

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

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