Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry
share their thoughts on what financial and consumer topics should be included in
everyone’s knowledge. The pair reviews the growing trend of states requiring a financial
literacy class for high school students. Chris and Jeff also discuss various tactics
available to parents to instill a desire in their children to learn the basics of personal
finance.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an
engaging discussion concerning the various financial planning issues for parents of
special needs children. Charlie shares his personal story of having two sons with autism
and the many financial and personal challenges. Topic areas discussed during the episode
are estate planning, future housing needs, special needs trusts, life insurance planning,
and available assistance from federal and state government. The segment concludes with
Charlie sharing his advice on using support groups in your geographical area to provide
assistance to both the child and the parents.

See a link below to listen to Charlie’s own podcasts on related subjects:

https://podcasts.apple.com/us/podcast/your-pathways-to-wealth/id1687118452

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

 

Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects that can put your retirement plan in jeopardy.  Chris and Jeff start off the episode with a reminder that everyone should have their estate plan in place long before retirement.  Jeff reflects on the advice he provides both as an attorney and financial planner.  The conversation moves on to the topic of how a family home can be either a burden or a benefit to a retirement plan.  To wrap up this segment, Chris and Jeff discuss the personal and financial costs of enabling a child or family member.  While a sensitive and diverse issue, Chris and Jeff reflect and offer advice on how these difficult and emotional situations should be addressed.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

 

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

What’s my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of “How much do I need to save to be able to enjoy a comfortable retirement?”  While this “number” is different for each individual or couple, the below referenced article indicates that the result of a recent survey pegs the figure of $1.5M.  Chris & Jeff review a range of factors to consider when calculating a financial number target, including income sources, debt, housing, location, and desired lifestyle in retirement.  Chris and Jeff next review data from various sources that clearly demonstrates that the average person is not saving enough to reach the necessary level for retirement.

 

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of “Abundance”.  The pair offer their thoughts on how living in abundance occurs when one is able to align their financial wealth with their personal values and desired purpose resulting in full contentment. The conversation continues with the importance of being content and satisfied with your financial status, while focusing on relationships, personal growth, and overall happiness.  Chris reflects on various ways mentoring and volunteering can enhance this stage of life.  The episode concludes how one’s desired legacy fits into this stage of abundance.

 

https://www.gobankingrates.com/money/financial-planning/the-5-levels-of-wealth-and-how-to-get-there/

 

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the stock market. The conversation naturally moves to a forward-looking view of the second quarter and beyond.  Brian outlines the “Bull” and “Bear” cases for the remainder of 2024.  The dialogue covers commentary on recent employment data, inflation trends and recent geo-political events.  Chris and Jeff close out this episode with their reflections of how global threats and the news media can impact how clients and investors feel about risk assets.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to
this episode to discuss a question from the AMR Team Mail Bag. This listener’s question
asks about the threats to the strength of the US Dollar and whether China may have a
political or market interest in a devalued US Dollar. Other threats to the strength of the
US Dollar are discussed, including the rising level of US government debt. The episode
concludes with a conversation of the seemingly growing number of newsletters and fear-
related products being marketed to consumers.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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

 

Market Observations/First Quarter review – Brian Regan joins the show to share his
generally positive commentary on the first quarter results in the financial markets. Brian
highlights that recent market performance emphasizes why diversification is key to a
financial plan. Chris Boyd and Jeff Perry add in their thoughts on the market, including
bonds, geo-political events and a review of a recently released shareholder letter from
Jamie Dimon.
For more information or to reach Chris Boyd or Jeff Perry, click the link below:

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

 

In the News – There is never a shortage of financially related news items to discuss. In
this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar
Eclipse and the economic impact of such an event. Chris and Jeff next review economic
data reports from the week, including the Consumer Price Index (CPI) and the Producer
Price Index (PPI) and what each report tells us about inflation trends. To wrap up this
segment, Jeff brings up a story that Costco has been selling up to $200M a month in gold
bars. Chris discusses why people buy gold related assets. The segment ends with
common sense advice to investors in such assets.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

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