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...