May 23, 2025

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 changed
rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry
as they explore the sometimes confusing and technical rules of...

May 19, 2025

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 household
expenses will go down when I retire, but I don’t understand why.” “I know that I need a
Will, but don’t know who in my family I should choose to...

May 16, 2025

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 planning for college. The
conversation begins with the use of 529’s as the foundation for most families to save for
future educational expenses. Jeff outlines the...

May 12, 2025

BUFFETT! – With the recent retirement announcement from Warren Buffett, Chris
Boyd, Jeff Perry, and Brian Regan reflect on the amazing life and the many financial
lessons of Warren Buffett. Brian leads the conversation with a brief biographical
summary of Buffett’s early years and reflections of how...

May 9, 2025

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 reviews
Yellen’s negative views on broad-based tariffs and other policies of President Trump.
Jeff Perry joins the conversation as it shifts to other items...