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 can protect their
loved ones, preserve wealth, and manage healthcare risks. Whether you are nearing
retirement or advising those who are, this conversation offers essential insights into
modern insurance planning.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
#RetirementPlanning #LifeInsurance #PensionMaximization #LongTermCare
#HybridLTC #WealthPreservation #FinancialWellness #InsuranceStrategies
#EstatePlanning #FinancialPlanning

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. But
the conversation doesn’t stop there. Brian attempts to explain why so many young
Americans feel stuck in their standard of living, the generational and structural challenges
that shape financial choices, and the trade-offs families face when balancing childcare,
housing, education, healthcare, and career opportunities. Whether you’re early in your
career, approaching retirement, or somewhere in between, this episode offers perspective,
strategies, and a reminder that financial planning is as much about values as it is about
numbers.
#PersonalFinance #MoneyTips #FinancialPlanning #WealthBuilding #UpwardMobility
#GenerationalWealth #EconomicTrends #LifeChoices #RetirementPlanning
#FamilyFinance #CostOfLiving #MoneyMindset

To read Brian’s article, click the link below:
https://www.linkedin.com/pulse/why-economic-vibes-off-brian-regan-cfa-mba-fbi0e/

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

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 their $800B
impact on consumers, to the economic consequences of shifting immigration patterns,
student loan repayments, and rising wages, the conversation dives deep into the data, the
Fed’s balancing act, and the looming question of recession risk. Whether you’re an
investor, business owner, or simply curious about where the economy is headed, this
episode offers a grounded, data-driven look at the forces shaping our financial future.

#Economy #Markets #Investing #Tariffs #Inflation #RecessionRisk #FederalReserve
#EconomicOutlook #PortfolioManagement #FinancePodcast #MarketAnalysis
#InterestRates #EconomicHeadwinds #Headwinds #WallofWorry #FinancialPlanning
#Investing

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr