Aug 12, 2026
How much cash should you really keep on hand?
We often hear that "cash is king," but determining the right amount
of cash to hold is one of the most common questions investors face.
In this episode of Something More with Chris Boyd, Chris
Boyd, Russ Ball, and Luke Bagley explore the balance between
maintaining liquidity...
Aug 5, 2026
Why wait until year-end when there may be planning
opportunities available right now?
In this episode of Something More with Chris Boyd,
Chris Boyd, Russ Ball, and Luke Bagley discuss two often-overlooked
areas of financial planning that deserve attention before the
calendar turns: Required Minimum Distributions...
Jul 28, 2026
How should you prepare for one of the biggest financial risks
facing retirees—and one that many people would rather not think
about?
In this episode of Something More with Chris Boyd,
Chris Boyd, Russ Ball, and Luke Bagley take an in-depth look at
long-term care planning, the rising cost of care, and the...
Jul 21, 2026
Is there anything you should truly never sell in
retirement? Or is that kind of thinking too rigid for real
life?
In this episode, Chris Boyd is joined by Brian Regan, Luke
Bagley, and Vincent Sansone to challenge a popular article claiming
retirees should avoid selling certain assets—like appreciated
stocks, life...
Jul 16, 2026
AI is driving markets—but is it also creating the next
bubble?
In this episode of Something More with Chris Boyd,
the team tackles one of the biggest questions facing investors
today: are we in the middle of an AI-driven market boom that could
turn into a bubble—or is this a long-term transformation worth
staying...