Something More with Chris Boyd J. Christopher Boyd

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen
Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how
financial planners can best serve their clients. Cohen and Wendell explain how the
qualitative aspects of wealth management in a framework around emotional and
behavioral components of financial goals and concerns are all connected. Cohen and
Wendell share their thoughts on why attentive listening, mediation, assessment, and
intervention skills are key to a successful financial planning process. Cohen outlines the
6 Elements of Wealth, and only one of them is about money!
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension
decision options. The in-depth dialogue starts off with a discussion a recent client was
facing and how a range of factors influence what is best for each individual. At the 25-
minute mark the conversation moves to how the Massachusetts state and municipal
pension system operates and the variety of options available to retiring government
employees. Related subjects discussed are survivor benefits, life insurance, and how
everything best fits together in a comprehensive financial plan. Chris extends an offer
for a complimentary guidebook on special needs trusts.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to
review the inflation data from the past week, including the Consumer Price Index and the
Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian
offers detailed commentary of the specifics beyond the headlines and which data points
investors should primarily focus on. Brian and Chris dig into Federal Reserve Chairman
Powell’s press conference and what it means for the markets. Jeff asks Brian and Chris if
the Fed should be concerned about rising unemployment data and if election year politics
could be a factor in the Fed’s decision to lower interest rates.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes.
Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases going unreported.
Common Scams- The discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers.
Risk Factors- Identifying factors that increase vulnerability to scams, including cognitive decline, social isolation, low financial literacy, and lack of a financial advisor.
Protective Measures-Emphasis on education, awareness, and proactive planning. 
https://www.thestreet.com/retirement-daily/
https://www.linkedin.com/in/powellrobert/
https://www.linkedin.com/in/j-christopher-boyd-b932169/

“R” or “D” who is better for your portfolio? – Do investors do better under a
Republican or a Democrat President and Congress? How about when the federal
government power is divided between the political parties? Chris Boyd reviews “Y-
Chart” data with Jeff Perry for this engaging review of what really matters to investor
performance. Chris and Jeff begin the show with a remembrance that today, June 6 th is
the 80 th anniversary of D-Day. Chris and Jeff offer personal commentary on the meaning
of today and reflect on current events.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Feelings vs. Facts – As a follow up to a recent discussion about how the majority of
Americans feel as if the economy is in a recession and the financial markets are
struggling, Brian Regan joins Chris Boyd and Jeff Perry to talk about how the
emotions/feelings of many clients do not match the data. Chris proposes a theory that
much of this disconnect is related to how inflation has put pressure on household budgets.
Jeff weights in that the presidential election, increasing national debt, and wars in the
Middle East and Ukraine add to investor concerns. Brian brings in a variety of data
points which demonstrates that the feelings of investors are not correlated with the
strength of the US economy or the financial markets. At the end of the episode Jeff and
Chris discuss the growing trend of investors considering Roth IRA conversions.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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