Something More with Chris Boyd Podcast Por J. Christopher Boyd arte de portada

Something More with Chris Boyd

Something More with Chris Boyd

De: J. Christopher Boyd
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 "Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us each week for new episodes & send in your questions/comments to: AMR-Info@wealthenhancement.comJ. Christopher Boyd Economía Finanzas Personales Política y Gobierno
Episodios
  • Brian Regan is Focused on the 2nd Half

    Brian Regan is Focused on the 2nd Half
    Jul 11 2025

    Focus on the 2nd Half – As we enter the second half of 2025 with the stock market at record high
    levels, Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a detailed
    review of the first half of the year and an outlook for the remainder of 2025. With a focus on
    valuation metrics, Brian offers general commentary on the stock market as well as specific
    sectors, including utilities and semiconductors. Brian also provides thoughts on the importance
    of “AI” relative to the growth in corporate earnings. Chris inquires with Brian whether
    international stocks are worthy of consideration. #financialplanning #geo-political #stockmarket
    #utilitystocks #semiconductors #corporateearnings #stocks #internationalstocks


    Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.”

    https://register.gotowebinar.com/register/6040334700710880088

    For more information or to reach TEAM AMR, click the following link:
    https://www.wealthenhancement.com/s/advisor-teams/amr
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    35 m
  • Taxes, Timing, and Total Wealth – A Holistic Approach

    Taxes, Timing, and Total Wealth – A Holistic Approach
    Jul 7 2025
    Taxes, Timing, and Total Wealth – A Holistic Approach In this insightful episode of Something More with Chris Boyd, Chris and Russ Ball explore the critical role of integrated financial planning—where tax strategy, investment management, and life goals come together to create a truly comprehensive approach to wealth. What you’ll learn:
    • Why tax planning is more than just filing—it’s about lifetime strategy
    • The importance of tax diversification: tax-deferred, taxable, and tax-free accounts
    • How Roth conversions, charitable giving, and gifting can be optimized
    • Strategies for managing concentrated stock positions and capital gains
    • How timing decisions—like when to take Social Security or sell a business—can shape your financial future
    Whether you're planning for retirement, managing a windfall, or simply want to make smarter financial decisions, this episode offers practical insights to help you align your money with your life. Tune in now and discover how a holistic approach can help you build, preserve, and enjoy your wealth.
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    25 m
  • 2025 At The Half – A Mid-Year Market Check-In

    2025 At The Half – A Mid-Year Market Check-In
    Jul 3 2025
    2025 At The Half – A Mid-Year Market Check-In
    As we hit the halfway mark of 2025, Chris Boyd and Russ Ball of the AMR team at Wealth Enhancement take a thoughtful look at the year’s financial journey so far. From market volatility and tariff tensions to geopolitical shifts and AI-driven optimism, this episode dives into the key forces shaping the investment landscape. Get insights on:
    • Market performance across major indices and asset classes
    • The impact of global trade negotiations and political uncertainty
    • Sector trends, valuation concerns, and portfolio positioning
    • Why now might be the right time to reassess your risk tolerance
    Whether you're a seasoned investor or just trying to make sense of the headlines, this episode offers clarity, perspective, and practical advice to help you navigate the rest of the year with confidence. Tune in and keep striving for something more.
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    31 m
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Chris is fun to listen to - but his messages also contain great content. I learn something new about financial planning every time I listen.

Something more for my financial well-being

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