Rebalancing for the Future: Why Your Portfolio Needs Attention Now

Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends

What does 2026 have in store for the economy, markets, and your money? In this episode of
Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and Brian Regan to
share their bold predictions for the year ahead. From the Federal Reserve's recent quarter-point
rate cut to the possibility of multiple cuts next year, we explore what these moves could mean for
borrowing costs, mortgages, and investment strategies. Will inflation stay stubbornly above 3%?
How about GDP and the Stock Market? Could home prices actually decline by 5%? And how
might a new Fed Chair appointment shake up monetary policy? Our team dives into the data, the
dissent within the Fed, and the political dynamics that could influence economic outcomes. If
you want insights on interest rates, housing trends, and the forces shaping 2026, this episode is
packed with valuable perspective.


#EconomicPredictions #2026Forecast #InterestRates #InflationTrends #HousingMarket
#FedPolicy #FinancialPlanning #MarketInsights #SomethingMorePodcast #WealthManagement

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

Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill

As 2025 races to a close, year-end tax planning takes center stage, especially with the
sweeping changes from the One Big Beautiful Bill Act. 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 to unpack what these changes mean for you. From strategic IRA
withdrawals and managing Required Minimum Distributions (RMDs) to leveraging
qualified charitable distributions, we explore how seniors and service industry workers
can benefit from new deductions and credits. Plus, we dive into the expanded SALT
deduction, temporary tax breaks, and why "taxes are on sale" right now. Whether you're
planning for retirement or simply want to maximize your refund, these insights can help
you make informed decisions before the year ends. Tune in and learn how to turn tax law
changes into financial opportunities.


#YearEndTaxPlanning #TaxStrategies #FinancialPlanning #RetirementPlanning #TaxTips
#WealthManagement #OneBigBeautifulBill #TaxSavings #MoneyMatters
#SomethingMorePodcast


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

Stress Less, Live More: A Blueprint for a Fulfilling Retirement

In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and
special guest Dr. Roger Landry to explore the powerful connection between stress, health,
and financial well-being. They dive into why stress is a leading contributor to disease and
how lifestyle choices, not just genetics, shape healthy longevity. From movement and
social connection to purpose and lifelong learning, Dr. Landry shares practical insights
for living a vibrant life in retirement. The conversation also highlights how financial
planning can reduce anxiety and provide "permission" to enjoy life without fear of
running out of resources. Tune in for strategies to thrive physically, mentally, and
financially throughout your retirement journey.


#HealthyLongevity #RetirementPlanning #StressManagement #FinancialWellness
#PurposefulLiving #SomethingMorePodcast #HealthyRetirement #financialplanning


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


For more on Dr. Landry, please visit his website at:
https://www.livelongdieshort.com/

 

Financial Planning or Product Pitch? How to Spot the Difference!

Not all "financial planning" is created equal. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball unpack how to tell if you are getting real financial advice or just a sales pitch for someone wanting you to buy their product. From free dinner seminars to promises of "guaranteed income" and "market risk elimination," we explore the red flags, the hidden costs of annuities, and why fiduciary advice matters. Plus, practical tips for checking an advisor's background and ensuring your financial plan is truly in your best interest. Don't get sold a product you may regret owning later – be an educator consumer and only work with a fiduciary.


#FinancialPlanning #Fiduciary #InvestorEducation #RetirementPlanning #Annuities
#WealthManagement #MoneyMatters #ChrisBoyd #SomethingMorePodcast #FinancialAdvice
#RiskManagement #SmartInvesting
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

 

 

The Season of Giving: Charitable Strategies and Tax Tips for Year-End

As the holiday season kicks off with Giving Tuesday, Chris Boyd and Jeff Perry dive into the spirit of generosity and the financial strategies behind charitable giving. From supporting local nonprofits to understanding tax implications and bundling deductions, this episode explores how to make your giving more impactful - both for the causes you care about and your financial plan.Tune in for practical tips and insights to navigate charitable contributions during this festiveseason.

#GivingTuesday #SeasonOfGiving #CharitableGiving #FinancialPlanning #TaxTips
#HolidayGiving #Nonprofits #Philanthropy #MoneyMatters #ChrisBoydPodcast


For more information or to reach TEAM AMR, click the following link:


https://www.wealthenhancement.com/advisor-teams/amr-team

 

 

Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel

Medicare open enrollment can feel overwhelming, especially with endless ads and confusing options. In this episode of Something More with Chris Boyd, Chris and Jeff Perry welcome returning guest and Medicare expert Marcia Mantel to break it all down. From understanding Parts A, B, C, and D to making smart choices before the December 7th deadline, Marcia shares practical tips to avoid costly mistakes and penalties. Plus, we touch on Social Security updates and what's ahead for retirees. If you're approaching Medicare decisions or helping a loved one, this conversation is packed with clarity and actionable advice.

#MedicareEnrollment #RetirementPlanning #FinancialWellness #MedicareMadeSimple
#OpenEnrollment #SocialSecurity #MoneyMatters #ChrisBoydPodcast #HealthcarePlanning
#SeniorLiving
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

 

 

Planning for Long-Term Care: Costs, Risks & Smart Strategies

November is Long-Term Care Awareness Month - which makes it a perfect time to tackle one of the most overlooked yet critical aspects of financial planning. In this episode of Something More with Chris Boyd, Jeff Perry, and Russ Ball join Chris to discuss the real challenges families face when long-term care becomes necessary. From understanding what long-term care really means, to the staggering costs, insurance options, and the impact on your financial security, we break down what you need to know to prepare wisely. Do not ignore this risk as 70% of retirees will need some form of care. Tune in for practical insights and strategies to protect your wealth and peace of mind.

#LongTermCare #FinancialPlanning #RetirementPlanning #WealthManagement #Insurance
#CareCosts #AgingWell #FinancialSecurity #ChrisBoyd #SomethingMorePodcast
#MoneyMatters #RiskManagement
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

 

Markets, Fears & AI: What's Driving Today's Rally?

In this episode of Something More, Chris Boyd and Brian Regan dive into the big questions oninvestors' minds: fears of a market crash, dollar dominance, government debt, and inflation. But it is not all doom and gloom - NVIDIA's blockbuster earnings call has the market buzzing, with staggering growth projections and margins that defy expectations. Plus, a surprise jobs report adds fuel to the optimism. We will explore what this means for AI, energy demands, and the future of investing. Stay tuned for insights you will not want to miss!

#Investing #Markets #AI #NVIDIA #Earnings #DollarDominance #Inflation #TechStocks
#FinancialPodcast #ChrisBoyd #EconomicTrends #StockMarket #JobsReport
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/advisor-teams/amr-team

 

Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls

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