Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's
resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like "What can I do today to move closer to my vision?" can transform your planning process. We also discuss life events that often trigger financial reviews, including retirement, job changes, inheritance, and why getting a second opinion on your financial plan can provide confidence and clarity. Plus, discover how our complimentary two-step consultation works and why ongoing planning matters for long-term success. Start the year strong with practical strategies for financial well-being!
#NewYearsGoals #FinancialPlanning #SmartGoals #MoneyHabits #WealthManagement
#ChrisBoydShow #InvestingWisely #FinancialConfidence #2026Planning
#SomethingMorePodcast
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to gold. We also tackle the growing buzz around private credit and private equity—and why Brian calls it "baloney sauce." Plus, we explore risks in alternative markets and what
investors should expect from high-flying tech names like NVIDIA. Join us for candid analysis, practical takeaways, and a look at how to position for 2026.
#YearEndReview #MarketInsights #InvestingStrategy #PortfolioPlanning #TariffTalk
#PrivateCredit #FinancialPodcast #ChrisBoydShow #2026Outlook #BaloneySauce
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

Doctors do no harm: Navigating Wealth Management for Medical Professionals
Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career with high income but limited earning years, we break down the critical phases of a physician's financial life. We also discuss strategies for retirement planning, liability protection, and why physicians, like professional athletes, must maximize savings during peak earning years. If you're a physician or work with one, this conversation offers practical insights on portfolio management, risk mitigation, and building long-term financial security. Tune in to learn how to overcome time constraints and emotional hurdles to create a plan that works for your future.

#PhysicianFinance #FinancialPlanning #WealthManagement #RetirementPlanning
#MedicalProfessionals #DebtManagement #PortfolioStrategies #RiskManagement
#SomethingMorePodcast #MoneyMatters
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team