In this episode of Something More with Chris Boyd, we tackle several hot topics impacting
investors and everyday financial decisions. From the recent government shutdown and its ripple effects to the controversial proposal for 50-year mortgages, we explore what these developments mean for your financial future. Plus, we dive into the Kyle Busch lawsuit over indexed universa life insurance and the related consumer lessons of having a full understanding of what you are buying and don't simply rely of what a salesperson is saying. Join us for practical insights, fiduciary perspectives, and strategies to navigate today's complex financial landscape.

#SomethingMorePodcast #FinancialInsights #GovernmentShutdown #MortgageTrends
#InsuranceAwareness #InvestorEducation #WealthManagement #FinancialPlanning
#MoneyMatters #FiduciaryAdvice
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

"K" Shaped Economy: Market Momentum vs. Economic Headwinds
In this episode of Something More with Chris Boyd and Jeff Perry, Brian Regan unpacks the
bifurcated state of today's economy as he outlines a recent Q4 Economics and Market Outlook Webinar. While markets are soaring, signs of slowing in job growth and rising debt tell a different story. We also dive into the constitutional debate over tariffs, explore how interest rates shape investment strategies, and revisit timeless market maxims like "Don't fight the Fed" and "The trend is your friend." Whether you are curious about portfolio fundamentals or the broadereconomic outlook, this conversation offers clarity and actionable insights.

#SomethingMorePodcast #MarketInsights #EconomicTrends #InvestingWisely
#FinancialPlanning #InterestRates #TariffsDebate #BullMarket #PortfolioStrategy
#WealthManagement
AMR Team Webinar | Q4 Economics and Market Outlook link:

https://www.youtube.com/watch?v=Nz2oeEBDPm4&list=PLzxw58ckeLybSvPMh2C7p9dcRTL
uyB3N6

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

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Paul from the AMR team to tackle the big questions surrounding today's markets. With stocks hitting new highs, excitement is in the air, but so is risk. We explore what could shake investor confidence, from prolonged government shutdowns and missing economic data to geopolitical tensions and Supreme Court decisions. Plus, we share practical strategies for both retirees and accumulators: when to rebalance, how to manage liquidity, and why time in the market beats timing the market. If uncertainty makes you nervous, this conversation will help you keep perspective and stick to your financial plan.

#FinancialPlanning #MarketRisk #InvestingWisely #StockMarket #RetirementPlanning
#DollarCostAveraging #AMRTeam #SomethingMorePodcast #EconomicUncertainty
#WealthManagement #PortfolioStrategy #WealthManagement #ChrisBoyd #JeffPerry
#RussBall #FinanicialPlanning #Inthenews #Governmentshutdown

Market Crashes, AI, and Risk Management: A lot has changed since 1929
In this episode of Something More with Chris Boyd, Chris sits down with Jeff Perry to unpack the growing buzz around Andrew Ross Sorkin's new book 1929 and the anxiety related to some investors who fear the next market slide. Are we headed for another catastrophic market crash? Chris and Jeff explore what made the 1929 crash so severe, why today's markets are
fundamentally different, and what lessons history offers for managing risk. They also dive into modern concerns like tech-driven valuations, AI's role in fueling market optimism, and practical strategies for protecting your portfolio. Topics discussed include liquidity buffers,
diversification, asset allocation, rebalancing and stress testing. If you've been wondering how to prepare for uncertainty, this episode is packed with insights you won't want to miss.

#FinancialPlanning #MarketCrash #InvestingWisely #RiskManagement #PortfolioStrategy
#AIandMarkets #1929Lessons #WealthManagement #ChrisBoyd #JeffPerry #FinanicialPlanning #Divesification
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry to explore
essential year-end tax planning strategies that can help investors and retirees avoid penalties
and optimize their financial outcomes. Whether you're managing your own portfolio or working
with a financial advisor, this episode is packed with actionable insights to help you finish the
year strong and prepare for what's ahead, including

How to avoid IRS penalties through proper withholding and estimated payments
-The hidden tax consequences of mutual fund capital gains
-Strategic use of Required Minimum Distributions (RMDs)
-The power of Qualified Charitable Distributions (QCDs)
-Roth conversions and how they can reduce future tax burdens
-Tax-loss harvesting and other overlooked opportunities
-Temporary tax benefits under current legislation and why timing matters

#YearEndPlanning #TaxStrategies #RMDs #RothConversion #QCD #TaxLossHarvesting
#FinancialPlanning #RetirementTaxTips #WealthEnhancement #ChrisBoydPodcast
#InvestSmarter #PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam

https://www.kiplinger.com/taxes/what-you-should-do-before-2026-because-of-obbba-changes

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

Markets, Shutdowns, Trumps trip to Asia - What Investors Need to Know
In this episode, host J. Christopher Boyd is joined by Jeff Perry of the AMR team at Wealth
Enhancement to unpack the latest headlines and their implications for investors. From the
ongoing government shutdown and its ripple effects on economic data and SNAP benefits, to the
Federal Reserve's recent rate decision made without key government data, we explore how these
developments may influence portfolio decisions heading into the final quarter. They also dive
into the Social Security cost-of-living adjustment, Medicare premium changes, and the broader
healthcare inflation landscape. Plus, Chris and Jeff touch on international trade updates from the
President's trip to Asia, including rare earth agreements and tariff negotiations with China.
Whether you're a seasoned investor or just keeping an eye on the markets, this episode offers
timely insights to help you stay informed and proactive.

#InvestingInsights #MarketUpdate #GovernmentShutdown #FederalReserve #SocialSecurity
#MedicarePremiums #EconomicOutlook #FinancialPlanning #WealthEnhancement #TradeTalks
#PortfolioStrategy #ChrisBoyd #JeffPerry #AMRTeam

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

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by
AMR team members Jeff Perry and Russ Paul, along with special guest Jillian Johnsrud, author
of Retire Often. In this episode, we explore Jillian's unique approach to creating a fulfilling life
through mini-retirements or short breaks that can boost your career trajectory, improve work-life
balance, and help you rediscover joy. Jillian shares practical strategies for planning these breaks,
overcoming fears about career disruption, and even leveraging time off to increase lifetime
earning potential. If you have ever wondered how to avoid burnout, make bold life choices, and
still stay financially secure, this conversation and her new book "Retire Often" might just be for
you.
To learn more about Jillian and "Retire Often" check out the link below:
https://retireoften.com/
#RetireOften #MiniRetirement #WorkLifeBalance #FinancialPlanning #CareerGrowth
#LifestyleDesign #WealthEnhancement #Podcast #PersonalFinance #LifePlanning
#WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry
#jillianjohnsrud
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul
Brahim

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and special
guest Paul Brahim, Managing Director and Financial Advisor at Wealth Enhancement in
Pittsburgh. Paul, a CFP® and CEPA®, shares decades of experience guiding CEOs and business
owners through retirement planning, succession strategies, and financial wellness. We dive into
the critical topics of "Title" protection for financial planners and why legal and regulatory
standards matter for the profession.
Next up is an engaging conversation about "Exit Planning" for business owners, including how
to unlock wealth, create liquidity, and align business decisions with personal goals.

#FinancialPlanning #ExitPlanning #BusinessOwners #SuccessionPlanning #CFP #CEPA
#WealthManagement #RetirementPlanning #FinancialAdvisor #Podcast #chrisBoyd #jeffperry
#paulbrahim #wealthenhancement

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