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

Compelling Reasons You Need a Financial Advisor
This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR
team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, "Why I Have a
Financial Planner," Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Together, Jeff and Russ explore the value of getting a second opinion on major financial decisions, the importance of stress-testing your retirement plan, and the different compensation models in the financial advisory world. They also offer practical advice on how to evaluate a financial advisor, including the three essential questions every investor should ask. Whether you are managing your own finances or considering professional guidance, this episode offers insights that could help you uncover blind spots and make more confident decisions about your financial future.

#FinancialPlanning #WealthManagement #JeffPerry #RussBall #ChristineBenz #FinancialPlan
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #FinancialAdvisor

To read Christine Benz' article, click the link below:
https://www.morningstar.com/personal-finance/why-i-have-financial-planner 

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

Jeff Perry and Russ Ball explore 7 ways to save Social Security as outlined in Jeff's recent article linked below. While there is not a single solution that is likely to address Social Security's funding challenges on its own, there are many potential approaches to the looming reduction in benefits. To gain the public and political support needed, a combination of strategies to both increase revenue and contain cost reductions will likely be needed. There is no doubt that implementing meaningful long-lasting changes to Social Security will require public support and political courage. Whether or not President Trump and Congress will touch the "third rail" of politics or "kick the can down the road" is anyone's guess. For the survival of Social Security as we know it, let's hope reform is sooner rather than later. While you might not prefer some of the options discussed, Jeff and Russ make a compelling case that doing nothing is not a good plan.

#FinancialPlanning #WealthManagement #SocialSecurity #JeffPerry #RussBall
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance

Click the link below to review Jeff's article on Saving Social Security:
https://www.wealthenhancement.com/node/139041

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

Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert
In this episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry welcome
Fritz Gilbert, author of The Retirement Manifesto blog and the book, Keys to a Successful
Retirement. Together, they explore the emotional and psychological journey of retirement
and what happens after you hit your financial goals. Fritz shares insights from his own
experience and research, including the four phases of retirement, the surprising link
between retirement and depression, and how identity, purpose, and relationships play a
critical role in a fulfilling post-career life. Whether you are nearing retirement or advising
someone who is, this conversation offers valuable guidance on preparing for the non-
financial aspects of the transition.

#RetirementPlanning #PurposeInRetirement #FritzGilbert FinancialPlanning
#TheRetirementManifesto #FinancialFreedom #LifeAfterWork
#RetirementTransition #IdentityAndPurpose #KeysToRetirement
https://www.theretirementmanifesto.com/retirement-success/
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

Who You Gonna Call? ... Not Ghostbusters
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and
Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief
commentary on the ongoing Government Shutdown and the potential economic impacts.
Next, they dive into the crucial but often overlooked aspect of financial and estate
planning. The conversation focuses on organizing your assets and key contacts for life's
unexpected moments. From digital accounts and estate documents to everyday service
providers and emergency contacts, they explore how a simple "Who to Call" list can
make a world of difference for your loved ones. The trio reflects on insights from our
recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link!
Whether you are the one managing the household finances or just want to ensure your
family is prepared, this episode is packed with practical advice to help you get organized
and stay ready.
#FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance
#LegacyPlanning
Click the link below to review the recent episode with the Digital Wrangler:
https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7
p9dcRTLuyB3N6&index=69
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr

In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris
to tackle the challenges of concentrated stock positions and embedded capital gains.
Whether it is legacy shares, inherited assets, or long-held business equity, these situations
can create significant tax and portfolio risk. The team explores smart strategies to manage
exposure, reduce volatility, and navigate tax implications without necessarily selling.
This episode is a must-listen for investors facing concentrated positions or advisors
helping clients preserve wealth while minimizing tax burdens.
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
#CapitalGains #ConcentratedStock #TaxPlanning #InvestmentStrategy #PortfolioRisk
#WealthManagement #FinancialPlanning #EstateStrategy #OptionsHedging
#AssetAllocation