Something More with Chris Boyd

J. Christopher Boyd
  • 4,9 (9)
  • INVESTIMENTOS
  • SEMANAL

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. HÁ 2 DIAS

    Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies

    Are you ready for year-end financial planning? In this episode of Something More with Chris Boyd, Chris and Russ Ball dive into the essential strategies you should be considering before December 31st. From navigating Required Minimum Distributions (RMDs) and Roth conversions to maximizing retirement contributions and leveraging Qualified Charitable Distributions (QCDs), this episode is packed with actionable insights. Whether you're retired, still working, or managing inherited IRAs, you'll learn how to:  Avoid costly RMD mistakes  Use QCDs to reduce taxable income  Harvest tax losses and manage capital gains  Maximize work plan contributions (including the new “super catch-up”!)  Plan Roth conversions strategically  Revisit Medicare Advantage options  Update beneficiaries and estate plans Don't miss this timely conversation that could save you money and help you finish the year financially strong.  Listen now at SomethingMoreWithChrisBoyd.com or wherever you get your podcasts. #YearEndPlanning #FinancialFreedom #RMDs #RothConversion #TaxSmart #RetirementPlanning #QCD #CapitalGains #EstatePlanning #MedicareEnrollment #FinancialAdvisor #WealthEnhancement #ChrisBoydPodcast #MoneyMatters

    39min

  2. HÁ 5 DIAS

    Tariffs, Tech & Turbulence: Navigating Q4 with Confidence

    Is the economy headed for a slowdown; or a tech-fueled boom? In this episode of Something More with Chris Boyd, Chris is joined by Russ Ball and Brian Regan, Senior Portfolio Manager at Wealth Enhancement Group, for a deep dive into the economic outlook heading into Q4. They unpack:   The hidden drag of tariffs, student loans, and slowing job growth The explosive growth of AI infrastructure and its market impact Why utilities and semiconductors may be the “picks and shovels” of the AI boom How a steepening yield curve could benefit regional banks The surprising strength of gold and long-term bonds Portfolio strategies to balance risk and opportunity Whether you're concerned about recession risks or excited by the AI revolution, this episode offers a thoughtful, data-driven perspective on how to position your investments for the months ahead. Listen now at SomethingMoreWithChrisBoyd.com or wherever you get your podcasts. #Q4Outlook #MarketInsights #AIInvesting #TariffImpact #PortfolioStrategy #FinancialPlanning #ChrisBoydPodcast #WealthEnhancement #GoldInvesting #YieldCurve #RegionalBanks #InvestmentOutlook #EconomicUpdate #SmartInvesting

    39min

  3. 6 DE OUT.

    Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert

    Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome Fritz Gilbert, author of The Retirement Manifesto blog and the book, Keys to a Successful Retirement. Together, they explore the emotional and psychological journey of retirement and what happens after you hit your financial goals. Fritz shares insights from his own experience and research, including the four phases of retirement, the surprising link between retirement and depression, and how identity, purpose, and relationships play a critical role in a fulfilling post-career life. Whether you are nearing retirement or advising someone who is, this conversation offers valuable guidance on preparing for the non- financial aspects of the transition. #RetirementPlanning #PurposeInRetirement #FritzGilbert FinancialPlanning #TheRetirementManifesto #FinancialFreedom #LifeAfterWork #RetirementTransition #IdentityAndPurpose #KeysToRetirement https://www.theretirementmanifesto.com/retirement-success/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

    39min

  4. 3 DE OUT.

    Who You Gonna Call? ... Not Ghostbusters

    Who You Gonna Call? ... Not Ghostbusters In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple “Who to Call” list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #LegacyPlanning Click the link below to review the recent episode with the Digital Wrangler: https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7 p9dcRTLuyB3N6&index=69 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

    38min

  5. 29 DE SET.

    Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes

    In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to tackle the challenges of concentrated stock positions and embedded capital gains. Whether it is legacy shares, inherited assets, or long-held business equity, these situations can create significant tax and portfolio risk. The team explores smart strategies to manage exposure, reduce volatility, and navigate tax implications without necessarily selling. This episode is a must-listen for investors facing concentrated positions or advisors helping clients preserve wealth while minimizing tax burdens. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk #WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging #AssetAllocation

    29min

  6. 26 DE SET.

    From Pensions to Long-Term Care: Insurance Planning That Works

    In this episode, Chris Boyd and Jeff Perry of the AMR team at Wealth Enhancement welcome special guest Joe Gaj, Director of Insurance, for a deep dive into how life insurance can play a pivotal role in retirement planning. From pension maximization strategies to hybrid long-term care solutions, they explore how retirees can protect their loved ones, preserve wealth, and manage healthcare risks. Whether you are nearing retirement or advising those who are, this conversation offers essential insights into modern insurance planning. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr #RetirementPlanning #LifeInsurance #PensionMaximization #LongTermCare #HybridLTC #WealthPreservation #FinancialWellness #InsuranceStrategies #EstatePlanning #FinancialPlanning

    35min

  7. 22 DE SET.

    The 0.01% Rule and Why Upward Mobility Feels Out of Reach

    The 0.01% Rule and Why Upward Mobility Feels Out of Reach In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan unpack a simple yet powerful spending guideline of the “0.01% Rule”. The trio explores how it can help you make quick, confident financial decisions without overthinking. But the conversation doesn’t stop there. Brian attempts to explain why so many young Americans feel stuck in their standard of living, the generational and structural challenges that shape financial choices, and the trade-offs families face when balancing childcare, housing, education, healthcare, and career opportunities. Whether you’re early in your career, approaching retirement, or somewhere in between, this episode offers perspective, strategies, and a reminder that financial planning is as much about values as it is about numbers. #PersonalFinance #MoneyTips #FinancialPlanning #WealthBuilding #UpwardMobility #GenerationalWealth #EconomicTrends #LifeChoices #RetirementPlanning #FamilyFinance #CostOfLiving #MoneyMindset To read Brian’s article, click the link below: https://www.linkedin.com/pulse/why-economic-vibes-off-brian-regan-cfa-mba-fbi0e/   For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

    35min

  8. 19 DE SET.

    From Highs to Headwinds: Navigating the Economy’s Crosscurrents

    From Highs to Headwinds: Navigating the Economy’s Crosscurrents In this episode of Something More with Chris Boyd, Chris and co-host Jeff Perry sit down with Senior Portfolio Manager Brian Regan to unpack the economic “headwinds” that could challenge today’s market highs. From the ripple effects of tariffs and their $800B impact on consumers, to the economic consequences of shifting immigration patterns, student loan repayments, and rising wages, the conversation dives deep into the data, the Fed’s balancing act, and the looming question of recession risk. Whether you’re an investor, business owner, or simply curious about where the economy is headed, this episode offers a grounded, data-driven look at the forces shaping our financial future. #Economy #Markets #Investing #Tariffs #Inflation #RecessionRisk #FederalReserve #EconomicOutlook #PortfolioManagement #FinancePodcast #MarketAnalysis #InterestRates #EconomicHeadwinds #Headwinds #WallofWorry #FinancialPlanning #Investing For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

    33min
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Classificações e avaliações

4,9
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Sobre

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.

Informações

  • Criado por
    J. Christopher Boyd
  • Anos de atividade
    2012 - 2025
  • Episódios
    978
  • Classificação
    Livre
  • Copyright
    © J. Christopher Boyd
  • Site do podcast
    Something More with Chris Boyd

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