Sep 29, 2025
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...
Sep 26, 2025
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...
Sep 22, 2025
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....
Sep 19, 2025
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...
Sep 15, 2025
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, the “digital wrangler,” to unpack the
world of digital assets.
Far beyond cryptocurrency, our guest explains how every email,
social media profile,
cloud...