Shows / Something More with Chris Boyd
Something More with Chris Boyd
Something More with Chris Boyd is Cape Cod's financial podcast. The show covers a wide variety of financial topics with the goal of educating and entertaining.
Episodes
Something More with Chris Boyd"K" Shaped Economy: Market Momentum vs. Economic Headwinds
"K" Shaped Economy: Market Momentum vs. Economic Headwinds In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the bifurcated…
Something More with Chris BoydStock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and…
Something More with Chris BoydMarket Crashes, AI, and Risk Management: A lot has changed since 1929
Market Crashes, AI, and Risk Management: A lot has changed since 1929 In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to…
Something More with Chris BoydSmart Moves Before Year-End: Tax Strategies for Retirees & Investors
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to…
Something More with Chris BoydMarkets, Shutdowns, Trumps trip to Asia
Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at…
Something More with Chris BoydRetire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined…
Something More with Chris BoydUnlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim In this episode of Something More with Chris Boyd, Chris is joined by…
Something More with Chris BoydCompelling Reasons you Need a Financial Advisor
Compelling Reasons You Need a Financial Advisor This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR team at…
Something More with Chris BoydTouching the Third Rail of Politics - 7 ways to save Social Security
Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff's recent article linked below. While there is not a single solution that is…
Something More with Chris BoydYear-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…
Something More with Chris BoydTariffs, 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…
Something More with Chris BoydBeyond 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…
Something More with Chris BoydWho 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…
Something More with Chris BoydConcentrated 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…
Something More with Chris BoydFrom 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…
Something More with Chris BoydThe 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…
Something More with Chris BoydFrom 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…
Something More with Chris BoydDigital Wrangling: Securing Your Online Legacy
Digital Wrangling: Securing Your Online Legacy In this episode, Chris Boyd and Jeff Perry from the AMR team at Wealth Enhancement sit down with Kate Hufnagle…
Something More with Chris BoydIn the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power
In the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian…
Something More with Chris BoydEstate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced…
Something More with Chris BoydMaximize Your Match: Celebrating National 401(K) Day
Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate…
Something More with Chris BoydPeace of Mind: Navigating Healthcare As You Age
Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In…
Something More with Chris BoydGold Fever: Myths, Memories, and Market Reality
Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures…
Something More with Chris BoydLove, Legacy & Liquidity: How to Protect Your Wealth and Your Relationships
Navigating love, legacy, and liquidity- this episode of Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended…
Something More with Chris BoydFed Under Fire: Politics, Powell, and the Future of Monetary Policy
In this episode of Something More with Chris Boyd, Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair…
Something More with Chris Boyd5 Questions to Answer Before Retiring Early
5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have…
Something More with Chris BoydAlternative Assets in Retirement Plans: Good or Bad Idea?
Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the…
Something More with Chris BoydBoomers, Benefits & the Budget: What's Next for Social Security?
Boomers, Benefits & the Budget: What's Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security…
Something More with Chris BoydTaxes, Tech & Tangents
Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide…
Something More with Chris BoydLong-term Care Insurance: One size does not fit all
Long-term Care Insurance: One size does not fit all Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into…
Something More with Chris BoydMail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning
Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning Jeff Perry and Russ Ball tackle questions from listeners and clients. To start…
Something More with Chris BoydPortfolio Pitfalls: 5 Mistakes You Can't Afford to Make
Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make – Timing the market, lack of international equity exposure, taking on too much investment risk…
Something More with Chris BoydMemories Over Money: A New Take on Wealth Transfer
Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people…
Something More with Chris BoydWhen to Buy Municipal Bonds
When to Buy Municipal Bonds – Municipal bonds are debt securities issued by governmental entities to finance public projects like schools, highways, or water…
- Something More with Chris Boyd
How to Stay Safe From Identity Theft and Cybercrime
How to Stay Safe From Identity Theft and Cybercrime – Chris Boyd and Jeff Perry welcome Jeff Lanza (see link below) to the podcast. Mr. Lanza was a FBI Special…
Something More with Chris BoydOBBB Is Law, So What's In It?
OBBB Is Law, So What's In It? – Chris Boyd and Jeff Perry get into the weeds of the One Big Beautiful Bill recently signed by President Trump. The episode…
Something More with Chris BoydBrian Regan is Focused on the 2nd Half
Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high levels, Senior Portfolio Manager Brian Regan joins Chris Boyd…
Something More with Chris BoydTaxes, Timing, and Total Wealth – A Holistic Approach
Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical…
Something More with Chris Boyd2025 At The Half – A Mid-Year Market Check-In
2025 At The Half – A Mid-Year Market Check-In As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a…
Something More with Chris BoydThe Purpose Code
The Purpose Code – Worried about your purpose? Most people are. But no one has to be Chris Boyd and Jeff Perry welcome Dr. Jordan Grumet, M.D. (see website…
Something More with Chris BoydClimbing the Wall of Worry
Climbing the Wall of Worry – In the context of the endless news cycle of significant political, economic, and geo-political events, Chris Boyd, Jeff Perry, and…
Something More with Chris BoydTime to open the Mailbag; RMD's
Time to Open the Mailbag – Chris Boyd and Jeff Perry open the Mailbag and answer listener and client questions. The episode opens with a listener question…
Something More with Chris BoydIRA Age Milestones
IRA Age Milestones – If you have an Individual Retirement Account (IRA), are you aware of the many key age milestones? Chris Boyd and Jeff Perry take you…
Something More with Chris BoydThings to consider before buying a second home
Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial…
Something More with Chris BoydTargets of Fraud
Targets of Fraud – World Elder Abuse Awareness Day is June 15 and according to the World Health Organization, one in six people 60 years and older experience…
Something More with Chris BoydBest Books?
Best Books? – Chris Boyd opens this episode with a story from his most recent trip to the dentist where the hygienist was asking for financial planning book…
Something More with Chris Boyd5 Biggest Stealth Retirement Costs
5 Biggest Stealth Retirement Costs – Chris Boyd and Jeff Perry review a recent article from Kiplinger's magazine (linked below) as they discuss the "Five…
Something More with Chris BoydDon't Assume
Don't Assume – Chris Boyd, Jeff Perry, and Russ Ball explore several financial planning assumptions people sometimes make that are often not true. The episode…
Something More with Chris BoydOne Big Beautiful Bill
One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently passed House of Representatives Budget Bill known as the "One Big…
Something More with Chris BoydNavigating Economic Waves: A Portfolio Strategy
Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and Jeff Perry to discuss a recent article Brian authored (see link below) which…
Something More with Chris BoydIRA Beneficiaries: Who Inherits What and When?
IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act…
Something More with Chris BoydMail Bag; Expenses in retirement, caring for your estate, 49 and no retirement savings
Mail Bag – Jeff Perry and Russ Ball dig into the Team AMR Mail Bag and answer questions from listeners. Included in this episode are, "I have read that my…
Something More with Chris BoydCollege Planning
College Planning – As it is the time of year for high school and college graduations, Jeff Perry and Russ Ball discuss a wide variety of topics regarding…
Something More with Chris BoydBUFFETT!
BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many…
Something More with Chris BoydYellin & the News
Yellin & the News – After attending the CFA Society of Boston Annual Market Dinner, Chris Boyd offers his thoughts from Janet Yellen's keynote speech. Chris…
Something More with Chris BoydRaising a financially literate child
Raising a financially literate child – Jeff Perry and Russ Ball offer suggestions and commentary about positive way to pass on personal finance lessons and…
Something More with Chris BoydAnnual reviews and why you need one
Annual reviews and why you need one – You have probably heard all the reasons why you need a comprehensive financial plan. In this episode Jeff Perry and Russ…
Something More with Chris BoydMr. Market is both charming and bipolar
Mr. Market is both charming and bipolar – With all the recent volatility in the stock market, Jeff Perry and Russ Ball discuss a recent article published in…
Something More with Chris BoydFederal Employees: Retirement & Layoffs
Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and…
Something More with Chris BoydWhat's the Buzz? Recent Lessons
What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market…