End of Year Planning

Something More with Chris Boyd

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Finance

Ditambah thirteen tahun yang lalu

Kandungan disediakan oleh J. Christopher Boyd. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh J. Christopher Boyd atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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1
Why Petra Needs Its People 28:39

12 days ago28:39

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28:39

For centuries, members of the B’doul Bedouin tribe lived in the caves around the ancient city of Petra, Jordan. Then, in the 1980s, the government forced the tribe to move in the name of preserving the geological site for tourists. But if the residents are forced to leave, and if their heritage has been permanently changed, then what exactly is being preserved? SHOW NOTES: Meet The Man Living in The Lost City Carved in Stone Jordan: Petra's tourism authority cracks down on Bedouin cave dwellers The tribes paying the brutal price of conservation “There is no future for Umm Sayhoun” Jordan’s Young Bedouins Are Documenting Their Traditions on TikTok Check out Sami's company Jordan Inspiration Tours Learn about your ad choices: dovetail.prx.org/ad-choices…

about a year ago 42:50

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End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds everyone why it is important to check and update your beneficiaries. Chris and Jeff also inform listeners of the new AMR Team office location in Hyannis and discuss the recent Grand Opening ceremony. For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr

1000 episod

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

End of Year Planning

Something More with Chris Boyd

30 subscribers

published about a year ago

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MP3•Laman utama episod

1000 episod

#Finance #Business Disciplines #Trading #Business News #Divorce #Financial #Personal #Planning #Portfolio #Talk #J. Christopher Boyd #News #Business #Investing #IT Management #Mortgage

Semua episod

Something More with Chris Boyd

1
What A Week! So, Is It Over? 43:45

1 day ago43:45

43:45

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff attempt to summarize the recent developments of President Trump’s tariff policy. Chris plays a clip from a previous episode where he and Professor Jeremy Siegel discuss whether a trade imbalance is a good or a bad thing. Brian outlines tactical moves he has taken for clients. Jeff shares the need to have a financial plan, and Chris discusses the Team’s asset allocation strategy. Other issues debated in this episode include the impact on the dollar, employment data, and what is really “free trade.” For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Tariffs and how they relate to an estate planning checkup 50:01

6 days ago50:01

50:01

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics discussed include the “Golden Funnel,” multi- generational wealth, estate taxes, income taxes, using a LLC for your estate planning, and more. To reach Attorney Keats Boyd, please call his office at 508-775-7800 or click the link below: https://www.boydandboydpc.com/ For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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New Trump Tariffs and the Stock Market 33:38

8 days ago33:38

33:38

Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as “Liberation Day” imposed by President Trump. With the increased market volatility created by the Trump tariff announcement, Chris, Jeff, and Russ discuss whether it is time to reduce exposure in the stock market or is it time to add funds while the market is in correction territory. Chris highlights that investors might wish to review their asset allocation. Jeff reviews that the bond market has performed well in recent months and how this is a reminder that investors can benefit from diversification among asset classes. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
What to do when a parent dies? 37:39

13 days ago37:39

37:39

Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor their legacy. Chris Boyd, Jeff Perry, and Russ Ball discuss this sensitive issue and offer their own personal stories, thoughtful advice and lessons. Chris also details about inheriting an IRA from a loved one and the various rules surrounding beneficial accounts in general. For additional information on this topic, please click the links below: https://www.library-messages.com/c9de15f9-d73a-4df0-953d-174013937f10/resource- center/estate/a-checklist-for-when-a-spouse-or-parent-passes https://www.wealthenhancement.com/s/blog/what-to-do-after-a-parent-dies- MCILZXAWMCNVEJHHPLEXZJDK5G54 For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Recession? 37:26

15 days ago37:26

37:26

Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the conversation with a detailed explanation of the definition of a recession, which may not be as simple as it seems. The trio reviews recent related economic news, including the potential impact of Trump tariffs, inflation, employment data, retail sales, potential of a reduction in government spending, and consumer confidence. Brian offers his expert commentary about the risks of an economic slowdown in the near future. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Social Security: To start or not to start, that is the question 29:40

20 days ago29:40

29:40

Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision, but making the wrong decision can have a significant impact on your financial plan and your income taxes. Chris Boyd, Jeff Perry, and Russ Ball have an in-depth discussion and respond to the concept of taking Social Security at the earliest possible age and investing the monthly benefit. Chris, Jeff, and Russ remind listeners that it is always best to seek the advice of your financial advisor when making decision when to claim Social Security. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Donor Advised Funds 29:32

22 days ago29:32

29:32

Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing the largest potential tax reduction. Chris Boyd, Jeff Perry, and Russ Ball dig into the benefits of using a Donor Advised Fund to help with your charitable giving with a flexible strategy that can offer significant income tax savings. The trio also discusses the legacy benefits of including family members with the decisions of a family-centered Donor Advised Fund. If you would like to receive a complimentary guidebook of Donor Advised Funds, please contact Chris Boyd or Jeff Perry, by clicking the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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5 signs it is time to retire 37:18

27 days ago37:18

37:18

5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear retirement date in mind. For others, it is less etched in stone. But either way, if you are thinking about retiring anytime soon, there are signs to consider. Chris Boyd and Jeff Perry review a recent Kiplinger’s article (see full article linked below), which asks are you emotionally ready? Have you saved enough? Do you have a post-retirement plan? Can you handle your bank account depleting? Have you talked with your spouse? Listen in as you might be surprised where the conversation goes. https://www.kiplinger.com/retirement/retirement-planning/five-signs-its-time-to-retire-in- 2025 For more information or to reach Chris Boyd or Jeff Perry, click…

Something More with Chris Boyd

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It has been 5 years 35:58

29 days ago35:58

35:58

With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were five years ago and sharing the related personal and financial lessons. The trio explores the similarities of current stock market movements with the recent tariff policy to the uncertainty caused by Covid. The value of working with a financial advisor during turbulent times is discussed, including financial and behavioral consideration. Chris closes out the segment explaining why having a comprehensive financial plan is critical to long-term financial success. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

1
Tax Time 39:28

5 weeks ago39:28

39:28

Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account contribution limits. Jeff and Russ discuss the differences between traditional IRAs and Roth IRAs. Chris explains the use of a “back door” Roth IRA and Roth conversions. Chris also advises listeners how 1099’s work with Qualified Charitable Distributions (QCDs). Chris ends the episode with an offer for a complimentary Finance Fact Sheet to anyone who emails the show. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Markets and Tariffs 42:34

5 weeks ago42:34

42:34

With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff Perry and Russ Ball. Chris and Jeff open the show with a summary of the latest tariff moves by President Trump as well as commentary why tariffs can be an effective or harmful tool in political and economic arenas. Brian responds to questions from the AMR Team related to his views about the impacts of tariffs on the stock market, inflation, and corporate earnings. Brian also reviews recent positive moves in fixed-income assets. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Navigating aging care with Back Nine Nurses 35:07

6 weeks ago35:07

35:07

The founders of Back Nine Nurses, Deborah O’Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to the growing needs of senior citizens and their families for trusted, personalized, and compassionate navigation during times of transition and uncertainty related to aging. Topics include homecare, assisted living, medical advocacy, hospice, and the need for advanced estate and family planning. Deborah and Kristen offer suggestions on looking for warning signs and how best to react. For more information, see the link below: https://www.backninenurses.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Married Women Need to Pay Attention 38:09

6 weeks ago38:09

38:09

Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using it wisely can help us pursue our dreams, elevate our status, gain independence, and contribute to meaningful change in the world. The trio digs into why many married women are not involved in the personal finance and investment decisions of their household and the risks associated with such disengagement. For more information about Dr. Mattia, see the link below: https://www.moneymatriarchs.com/ For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Is 80% enough? 30:54

7 weeks ago30:54

30:54

Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with the age-old rule that retirees only need 80% of their pre-retirement income in retirement. Chris and Jeff explore the “retirement smile” and how it can be a good predictor of retirement cash flow. More than just a podcast about money, Chris and Jeff discuss the various ways many retirees over and under spend their expected retirement funds. Chris puts the entire episode into why having an annual review with your financial planner is critical to staying on course in retirement. For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

Something More with Chris Boyd

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Family Planning – not what you are probably thinking? 43:38

7 weeks ago43:38

43:38

Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their financial situations; some only discuss it when they need to; others consider talking about money as off-limits. If your family isn’t having open and honest conversations about finances and wealth, it’s time to reevaluate. Chris Boyd and Jeff Perry dig into these issues and more as they offer their commentary and advice on including family members in your financial and estate planning. See related article linked below: https://www.wealthenhancement.com/s/blog/empowering-your-future-financial-planning- for-parents-with-adult-children-MC2WSGEA7ZQVCOXA2OJ5DP3ZAQPA For more information or to reach Chris Boyd or Jeff Perry, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr…

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