พอดคาสท์ Chris Boyd ชั้นนำ (2024)

1
Should you worry about a declining birth rate? 26:07

3d ago26:07

26:07

Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened. Chris Boyd and Jeff Perry review a recent Wall Street Journal article discussing what declining birth rates mean to th…

1
Earnings and what really matters 25:17

7d ago25:17

25:17

Earnings and what really matters – Chris Boyd welcomes Brian Regan to the show. With approximately 80% of corporate earnings reported for this quarter, Brian outlines common trends he is seeing from these earnings. Jeff Perry questions Brian about areas of concern that CEO’s and investors may be focused on. Brian explains how he approaches evaluati…

1
5 Conversations with your Financial Advisor 26:43

7d ago26:43

26:43

5 Conversations with your Financial Advisor - Based on the recently published article in Financial Planning (linked below), there are five extraordinary circumstances that go beyond the basic retirement planning that advisors should address with clients. The topics of discussion include non-traditional relationships and what happens when things go …

1
The Retirement Smile 25:22

10d ago25:22

25:22

The Retirement Smile – Chris Boyd and Jeff Perry explore personal spending patterns when people enter retirement. The Retirement Smile shows increased spending in the early and late stages of retirement. Chris and Jeff dig into the reasons for this phenomenon and how to create a financial plan to best reflect projected spending and capital needs. C…

1
Mail Bag- Still working exception to 401Ks 26:38

10d ago26:38

26:38

Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss questions from clients and listeners. Chris and Jeff start the episode with a Happy Mother’s Day wish. During the episode, Chris and Jeff discuss the “Still Working” exception related to 401Ks and required minimum distributions (RMDs), how to use a QCD (qualified…

1
AI and the Human Element of Marketing 25:07

14d ago25:07

25:07

AI and the Human Element of Marketing – Michael Byrnes of Byrnes Consulting joins Chris Boyd and Jeff Perry to discuss how Artificial Intelligence is changing how companies do business and how consumers receive information. In addition to discussing how changes in technology impact businesses and the manner in which they market their goods and serv…

1
17th Anniversary & Changing Times 26:54

14d ago26:54

26:54

17th Anniversary & Changing Times – The Something More with Chris Boyd Radio Show has been on WXTK 95.1FM for 17 years! Chris Boyd and Jeff Perry have a wide- ranging conversation about how the radio show has changed and developed over the years. With a little bit of reminiscing and looking into the future, Chris offers his personal thoughts and bu…

1
Investors who are more like Gamblers 25:51

17d ago25:51

25:51

Investors who are more like Gamblers – Brian Regan, Team AMR’s Senior Portfolio Manager, joins Chris Boyd and Jeff Perry and shares his commentary on what he perceives as a growing trend of people “gambling” in the stock market by investing in financially unsound companies. Brian goes into detail and reflects how far too many people are buying stoc…

1
In the News this Week 26:11

17d ago26:11

26:11

In the News this Week – For this episode, Chris Boyd and Jeff Perry dig into financially related news items from the last week. Chris and Jeff start off with a discussion of the Federal Reserve’s decision to keep interest rates at current levels. Chris and Jeff explore the direct and indirect impacts of such a decision on the stock market, mortgage…

1
In the News this week 22:54

21d ago22:54

22:54

In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories of the week. The segment starts off with a review of the recent stock market volatility. Chris reminds listeners of the first quarter results and that corrections in the stock market are common. The conversation shifts to several economic data points from the …

1
Wrap up - Stop Sabotaging Your Retirement Plans 29:07

21d ago29:07

29:07

Wrap up - Stop Sabotaging Your Retirement Plans – Chris Boyd and Jeff Perry continue a previous conversation about how to avoid some of the more common mistakes people make that can be harmful to their retirement planning. The dialogue starts out with the mistake of investing too conservatively and how inflation will erode your financial plan. Chri…

1
Financial Literacy 20:32

24d ago20:32

20:32

Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry share their thoughts on what financial and consumer topics should be included in everyone’s knowledge. The pair reviews the growing trend of states requiring a financial literacy class for high school students. Chris and Jeff also discuss various tactics available …

1
Special Needs Planning 31:30

24d ago31:30

31:30

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for parents of special needs children. Charlie shares his personal story of having two sons with autism and the many financial and personal challenges. Topic areas discussed during the episode are esta…

1
Stop Sabotaging Your Retirement Plans 21:57

28d ago21:57

21:57

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…

1
What’s my Number? 30:06

28d ago30:06

30:06

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 & J…

1
Level 5 - Abundance 24:37

1M ago24:37

24:37

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. …

1
Looking Back/Looking Forward 27:24

1M ago27:24

27:24

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 cove…

1
Should we worry about the dollar? Mailbag Questions 27:37

1M ago27:37

27:37

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 D…

1
Market Observations/First Quarter- How are you looking? 24:17

1M ago24:17

24:17

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 bo…

1
In the News 27:09

1M ago27:09

27:09

In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar Eclipse and the economic impact of such an event. Chris and Jeff next review economic data reports from the week, including the Consumer Price Index (CPI) and the Producer Pric…

1
Level 4 - Freedom 24:45

1M ago24:45

24:45

Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they move onto level 4 – Freedom. Chris and Jeff discuss how Freedom means having the ability to cover your current and future financial needs, and when working is more of a personal choice than a fi…

1
Mail Bag- Whole life insurance policy for college expenses 23:33

1M ago23:33

23:33

Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retire…

1
Level 3 - Security 25:47

1M ago25:47

25:47

Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see related article linked below). At Level 3, Security is about seeing the fruits of your disciplined financial strategy and how financial decisions should become more second nature.…

1
Tax Day is upon us 27:09

1M ago27:09

27:09

Tax Day is upon us – With April 15 th quickly approaching, Chris Boyd reminds listeners of important income tax filing dates for individuals and businesses. Chris Boyd and Jeff Perry discuss the proper income tax withholding strategies and why receiving a big tax refund is not a good thing. Jeff shares his comments on how to avoid common income tax…

1
The Survey Says 30:07

2M ago30:07

30:07

The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other business/economic issues. In this latest poll are issues of President Biden’s proposal for a Corporate Income Tax increase, banning…

1
Paper Soldiers 21:50

2M ago21:50

21:50

Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book “Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold story of how one of America’s most invincible institutions (the Treasury) has used the U.S. dollar to define America’s role in the world, and our economic future”. Saleha explains how …

1
Retirement Planning for Women 24:15

2M ago24:15

24:15

Retirement Planning for Women – With March being Women’s History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment to discuss unique challenges that many women face in financial planning. Jocelyn starts out by sharing her personal story of meeting her first financial advisor and how she prefers a values…

1
Level 2 - Strategy 27:44

2M ago27:44

27:44

Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see related article linked below). At Level 2 you are no longer just surviving, you are beginning to make your money work for you. Chris and Jeff outline a successful method of goal…

1
The 5 Levels of Wealth 26:47

2M ago26:47

26:47

The 5 Levels of Wealth – Part 1 “Stability” – Chris Boyd and Jeff introduce the topic of the different levels of wealth with the first level being stability (see link to related article below). Jeff starts off by explaining that this level is not solely about income, as many people with a big paycheck often struggle to achieve financial stability. …

1
In the News 27:01

2M ago27:01

27:01

In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big news moving the markets this week is the comments of Federal Reserve (Fed) Chairman Jerome Powell indicating the likelihood that the Fed’s are still expecting interest rates to decline later in the year. Jeff next mentions the topic of the National Association …

1
The Big 3 Risks to your Retirement 19:53

2M ago19:53

19:53

The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment about the potential risks to financial plans during retirement years. Included in this discussion is “LONGEVITY RISK” or how long your money needs to last. The next risk reviewed is “INFLATION RISK” and the need for your income to keep up with rising costs over the ye…

1
1,000! 34:27

2M ago34:27

34:27

1,000! – This episode marks the #1,000 podcast of Something More with Chris Boyd! Jeff Perry joins Chris as Chris reflects on his motivations for starting the radio show and podcast almost 17 years ago. Chris also talks about his favorite segments and most interesting guests. Chris shares his personal thoughts and discusses the future of the podcas…

1
More Rules of Thumb 29:03

2M ago29:03

29:03

More Rules of Thumb – Chris Boyd and Jeff Perry go back to a recent conversation of common financial rules of thumb. They start off by defining the term “net worth”. Chris reflects on the book “The Millionaire Next Door” and Jeff mentions a financial calculation that compares one’s net worth against their income. Next the duo explains the Rule of 7…

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What if you don’t need your RMD? 23:00

2M ago23:00

23:00

What if you don’t need your RMD? – Chris Boyd and Jeff Perry dig into the commonly asked question of what to do with Required Minimum Distributions (RMDs) when you don’t need the money, and would like to avoid the resulting income taxes. Chris and Jeff converse about how frequent it is for clients to reach an age when the IRS requires you to start …

1
Picking up the Pieces 24:35

2M ago24:35

24:35

0Picking up the Pieces – Brian Regan joins Chris Boyd and Jeff Perry for this episode to discuss Brian’s recently written article titled “Picking up the Pieces”. Brian starts off with his straightforward commentary of what he calls the “Cult of Private Investments”. The dialogue shifts to the debate of hiring a financial advisor compared to simply …

1
In the News 27:33

2M ago27:33

27:33

In the News – With no shortage of newsworthy topics to discuss, Chris Boyd and Jeff Perry review popular news stories of the week. On a lighter note, Chris and Jeff start off with expressions of appreciation for moving our clocks one hour ahead to Daylight Savings time. The duo shifts to the political topic of President Biden and former President T…

1
Rules of Thumb 24:56

2M ago24:56

24:56

Rules of Thumb – Chris Boyd and Jeff Perry dig into a variety of financial generalized rules of thumb when it comes to personal finance ratios. Chris starts off by questioning Jeff on his views about how much is too much regarding common family purchases such as home costs and automobile buying. Chris and Jeff debate the best way to approach studen…

1
In the News 27:10

2M ago27:10

27:10

In the News – Chris Boyd and Jeff Perry start of this segment with commentary about the current state of the news in America and the lack of unbiased sources of current events. The conversation shifts to the topic of the growing national debt. Jeff highlights a variety of data points from the US Debt Clock (see link below). Chris and Jeff reflect o…

1
Tax Guide Offer 24:18

2M ago24:18

24:18

Tax Guide Offer – Chris Boyd and Jeff Perry welcome listeners to an entertaining discussion announcing that the Something More Podcast is approaching its 1000 th episode. The pair share planning thoughts to celebrate the milestone. Chris and Jeff shift the discussion with an offer to listeners of a complimentary 2024 Income Tax Guidebook. Chris and…

1
What Warren Buffet says 21:00

3M ago21:00

21:00

What Warren Buffet says – Chris Boyd and Jeff Perry dig into Warren Buffett’s most recent letter to shareholders where he outlines some of the things that have made Berkshire so successful at picking the best companies to invest in over longer time periods, including having a clarity of purpose when choosing a stock, only focusing on quality invest…

1
Are Interest Rates high or does it just feel like it? 30:54

3M ago30:54

30:54

Are Interest Rates high or does it just feel like it? – Over the last few years, the rate on the average 30-year fixed-rate home mortgage jumped from less than 3% to more than 7%. Chris Boyd and Jeff Perry discuss the history of interest rates and debate whether rates are currently high (see related Bottomline article below). This dialogue shifts t…

1
Family Finances in 2024 26:47

3M ago26:47

26:47

Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the 50/15/5 rule (see link below) which suggests separating expenses into various categories to ensure you are not spending too much in any one area. After Chris and Jeff comment on each allocati…

1
Tax Talk 2024 25:02

3M ago25:02

25:02

Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the Internal Revenue Service (IRS) now allows taxpayers to establish an online account with the IRS. Chris and Jeff offer their thoughts on how long you are required to maintain tax records and suppo…

1
Debt & Deficits 23:16

3M ago23:16

23:16

Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports. Also discussed are Debt & Deficits. With $34 Trillion in US Debt and perhaps as much as $2 Billion per day cost of the debt service, Brian shares thoughts on the ongoing challenges need practical solutions.…

1
Do Financial Advisors Really Improve Retirement Readiness? 26:54

3M ago26:54

26:54

With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers. Chris also references American College of Financial Services survey reported on by Barron’s which answers the question, “Do Financ…

1
Government shut down 28:21

3M ago28:21

28:21

Could a Government Shut Down be only days away? Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down. Complicating negotiations are enormous deficits and growing debt. Chris weighs in on declining global trade, the challenges of target date funds, and other items in this week’s n…

1
Mailbag Questions-Timeshare Beware 25:07

3M ago25:07

25:07

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many investors are chasing yield, which may actually be adding more risk than is perceived. Chris and Jeff share their thoughts regarding total return versus income. The segment concludes with a dialo…

1
5 Worst things that harm your retirement plan 26:54

3M ago26:54

26:54

Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees about mistakes and major life events, and how it impacted their retirement. Chris and Jeff review the top five results and offer specific commentary on how to avoid making these mistakes and …

1
MailBag Questions- Illiquid Investments 22:39

3M ago22:39

22:39

Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff also questions Chris about investment portfolios with an overly simplistic design, broad balanced funds, and portfolios with a conce…

1
Family Meetings 29:23

3M ago29:23

29:23

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial planning meetings. The trio discusses real-life situations where including family members in meetings with financial advisors makes the most sense. Bob offers advice on what types of information sho…

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