Something More with Chris Boyd

J. Christopher Boyd
  • 4.5 (11)
  • Investing
  • Updated Weekly

Something More with Chris Boyd is Cape Cod's finanical talk show, airing Saturday's at 3pm on WXTK, 95.1 FM. The show covers a wide variety of finanical topics with the goal of educating and entertaining.

  1. 6d ago

    Navigating Long-Term Care: Insurance Challenges, Hybrid Solutions, and Planning Ahead

    How should you prepare for one of the biggest financial risks facing retirees—and one that many people would rather not think about?   In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley take an in-depth look at long-term care planning, the rising cost of care, and the difficult decisions families face when trying to protect their retirement savings. While many people recognize that long-term care expenses can be substantial, understanding how to prepare for those costs is far less straightforward.   The conversation explores the realities of traditional long-term care insurance, including qualification requirements, benefit triggers, premium increases, elimination periods, and inflation concerns. The team discusses why many consumers become frustrated with these policies and why evaluating long-term care risk has become an essential part of comprehensive financial planning.   They also review alternative approaches, including hybrid life insurance and annuity-based solutions, and discuss how some families choose to self-fund care expenses. Throughout the episode, the discussion emphasizes that there is no one-size-fits-all answer. The best strategy depends on a household's financial resources, goals, health considerations, and desire to preserve assets for loved ones.   Whether you're approaching retirement, currently retired, or helping aging parents navigate care decisions, this episode provides valuable perspective on one of the most important—and often overlooked—planning challenges facing families today.   #LongTermCare #RetirementPlanning #FinancialPlanning #WealthManagement #EstatePlanning #RiskManagement #FinancialAdvisor #RetirementStrategy #LegacyPlanning #InsurancePlanning

  2. Jul 21

    There's No "Never" in Retirement Planning

    Is there anything you should truly never sell in retirement? Or is that kind of thinking too rigid for real life?   In this episode, Chris Boyd is joined by Brian Regan, Luke Bagley, and Vincent Sansone to challenge a popular article claiming retirees should avoid selling certain assets—like appreciated stocks, life insurance, or even their home. The team breaks down why blanket advice like "never sell" can be misleading, and why thoughtful, individualized planning matters far more than following hard rules.   The conversation explores key retirement decisions, including when it might make sense to sell appreciated investments despite taxes, how to evaluate old life insurance policies, and whether downsizing your home could actually improve financial flexibility and quality of life. Along the way, the group highlights the importance of balancing long-term legacy goals with actually enjoying retirement.   If you've ever wondered how to weigh tax efficiency against lifestyle—or how to make smarter, more flexible decisions as you approach retirement—this episode offers a grounded, practical perspective.   #RetirementPlanning #FinancialAdvisory #WealthManagement #ClientFocused #FinancialInsights #InvestmentStrategy #RetirementStrategy

  3. Jul 16

    AI Boom or Bubble? Navigating Risk, Opportunity, and Concentrated Stock Positions

    AI is driving markets—but is it also creating the next bubble?   In this episode of Something More with Chris Boyd, the team tackles one of the biggest questions facing investors today: are we in the middle of an AI-driven market boom that could turn into a bubble—or is this a long-term transformation worth staying invested in? With massive capital pouring into infrastructure, data centers, and semiconductor technology, the opportunities are undeniable—but so are the risks.   Chris Boyd and Brian Regan explore what's fueling the rapid growth in AI-related investments, including the staggering levels of spending by major technology companies. They break down how this surge is impacting everything from stock valuations to interest rates—and why it matters not just for tech investors, but for the broader economy. The conversation also highlights an often-overlooked reality: a small number of companies are driving a significant share of economic growth, which raises important questions about sustainability.   A key theme throughout the episode is concentration risk. What should investors do if a single stock or sector has grown to dominate their portfolio? The team discusses practical strategies for managing that risk, including diversification, tax-aware approaches, and the importance of having a disciplined plan—even when it means making difficult decisions like trimming winning positions.   Finally, the discussion turns to portfolio strategy in today's environment. With shifting market leadership, rising interest rate pressures, and increased uncertainty, the team makes the case for a more active approach—one that adapts to changing conditions rather than relying solely on a set-it-and-forget-it mindset. If you've been wondering whether to lean into the AI story or step back and reassess your risk, this episode offers a thoughtful, balanced perspective to help guide your decisions.   #Investing #WealthManagement #FinancialPlanning #PortfolioStrategy #AI #MarketOutlook #RiskManagement #Advisors

  4. Jul 9

    Markets, Oil, and AI: What's Really Driving the Second Half?

    Stocks are up, headlines are loud, and optimism is back—but what's really driving markets as we head into the second half of the year?   In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan and Russ Ball to unpack the powerful forces shaping today's investment landscape. From geopolitical tensions in the Middle East to the ripple effects of oil prices, inflation expectations, and interest rate shifts, the conversation explores how global events are influencing both short-term volatility and longer-term outlooks.   But the discussion doesn't stop there. The team takes a deeper dive into the remarkable strength of the market so far this year—highlighting how a strong second quarter helped push returns solidly higher despite earlier volatility. Much of that momentum, they explain, is being driven by a concentrated group of sectors, particularly those tied to artificial intelligence and semiconductor growth. That raises important questions: Is this sustainable? Are we seeing echoes of past tech booms? And what should investors be watching most closely right now?   Along the way, they share thoughtful perspective on portfolio strategy, including the challenges in fixed income, the role of diversification, and why discipline—especially in fast-moving areas like AI—matters more than ever. Whether you're encouraged by recent returns or cautious about what comes next, this episode offers a balanced, practical framework for navigating the months ahead. #InvestingInsights #MarketOutlook #WealthManagement #FinancialPlanning #ClientStrategy #EconomicTrends #PortfolioManagement

  5. Jul 3 ·  Video

    From Saving to Spending: Navigating the Mindset Shift in Retirement

    What happens when you finally reach your retirement "number"… and then have to start spending it?   In this thoughtful and highly relatable conversation, Russ Ball sits down with Jeff Perry—recently retired financial advisor—to explore one of the most overlooked challenges in retirement: shifting from saving to spending. After decades of focusing on accumulation, the transition to drawing down assets brings both financial and emotional complexities that aren't always easy to prepare for.   Jeff shares his firsthand experience navigating those first few months of retirement, offering an honest look at the psychological hurdles that come with watching your portfolio decrease rather than grow. Together, they discuss how to determine sustainable withdrawal rates, the importance of truly understanding your expenses (including the often-forgotten "life happens" costs), and why having a clear plan can make all the difference in building confidence.   The conversation also dives into practical strategies—like guardrails, bucketing, and annual plan reviews—that can help retirees stay on track while still enjoying their money. Perhaps most importantly, this episode highlights the emotional side of financial planning: overcoming fear, embracing flexibility, and giving yourself permission to live the life you've worked so hard to create.   #RetirementPlanning #FinancialAdvising #WealthManagement #RetirementIncome #FinancialSecurity #ClientExperience #PersonalFinance

  6. Jun 17 ·  Video

    The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It

    The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It Why does healthcare feel so expensive, complicated, and—at times—frustratingly broken? In this episode of Something More with Chris Boyd, we welcome back Dr. Jordan Grumet to explore his new book, The Healthcare Heist, and unpack the root causes behind rising costs and declining patient experience.   Drawing on his background as a physician and financial expert, Dr. Grumet explains how the modern healthcare system has evolved from a community-centered model into one heavily influenced by third-party interests. Insurance companies, pharmaceutical firms, and other stakeholders—many driven by profit rather than patient care—have reshaped incentives in ways that impact both costs and outcomes. The result? Patients and providers often feel caught in a system that doesn't fully serve either of them.   Beyond diagnosing the problem, this conversation dives into what meaningful change could look like. From understanding the role we all play as patients, to exploring how storytelling and collective awareness could drive reform, this episode offers a thoughtful and balanced perspective on one of the most pressing issues in our lives today.   If healthcare is something you've ever worried about—whether it's affordability, access, or long-term planning—this discussion will challenge your thinking and give you a clearer lens on where we go from here.   Listen to our other conversation with Dr. Jordan Grumet: SMwCB - The Purpose Code – Dr. Jordan Grumet If you enjoy thoughtful conversations about money, life, and what really matters, be sure to like, subscribe, and share.   Jordan Grumet, MD | Author, Speaker, Coach   Jordan Grumet's Podcast, Earn & Invest

  7. Jun 9 ·  Video

    More Than a Will: How Estate Planning Fits Into Your Financial Life

    Estate planning isn't a separate "legal chore" you do once and forget — it's a core part of financial planning that helps your money decisions work the way you intend, both during your lifetime and after. In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball explain why estate planning belongs in the same conversation as retirement planning, tax strategy, investment design, and risk management. They break down the foundational documents (wills, trusts, powers of attorney, and healthcare directives), but the bigger point is how these tools coordinate with everything else you're doing financially. Your account titling, beneficiary designations, cash flow plan, tax planning, and long-term projections can all be impacted by what your estate documents say — and by whether your plan is properly implemented and kept up to date. The episode also highlights a common gap: people often have an attorney, an investment account, and a tax preparer operating in silos. Chris and Russ discuss why integrated planning helps "connect the dots," so your investments and planning strategies align with your estate goals, family dynamics, and potential tax exposure over time. If you've ever wondered "Do I really need a trust?" or "Is my plan still accurate after life changes?" this conversation reframes estate planning as a practical, living part of your overall financial strategy — designed to reduce confusion, improve outcomes, and support the life you want to live (and the legacy you want to leave). #EstatePlanning #FinancialPlanning #WealthStrategy #TaxStrategy #RetirementPlanning #LegacyPlanning #SomethingMoreWithChrisBoyd

  8. Jun 3 ·  Video

    From AI Chips to Trillion‑Dollar IPOs: What Investors Need to Understand

    Markets are hitting new highs—but with inflation pressures, AI enthusiasm, and massive IPOs looming, what's really driving the rally? And more importantly, how should investors be thinking about it? In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan for a wide‑ranging conversation on artificial intelligence, market concentration, and the surge in expected IPO activity from some of the world's largest and most talked‑about companies. They explore how AI‑related earnings—particularly in semiconductors and data infrastructure—are powering recent gains, while other parts of the market lag behind. The discussion goes beyond headlines to examine inflation risks, consumer stress, and the growing "K‑shaped" economy—where financial outcomes look very different depending on where you sit. The team also unpacks what trillion‑dollar IPOs could mean for liquidity, spending, and future market dynamics, including potential ripple effects across housing, inflation, and asset prices. Throughout the episode, the focus remains practical and grounded: understanding what's happening beneath the surface, recognizing both opportunity and risk, and keeping long‑term planning front and center in a rapidly changing environment. #InvestingInsights #MarketTrends #ArtificialIntelligence #FinancialPlanning #WealthManagement #EconomicOutlook

See All (978)

Ratings & Reviews

4.5
out of 5
11 Ratings

About

Something More with Chris Boyd is Cape Cod's finanical talk show, airing Saturday's at 3pm on WXTK, 95.1 FM. The show covers a wide variety of finanical topics with the goal of educating and entertaining.

Information

You Might Also Like