Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In this candid conversation, you will discover why healthcare emergencies are not always “somebody else’s” problem and how having a dedicated advocate can make all the difference when navigating hospital stays, new diagnoses, or long-term care planning. In this episode, you will learn more about: -The ideal moment to involve a care manager. -Common triggers that prompt adult children to seek guidance for aging parents. -How care managers assess levels of support. -The pitfalls of waiting until your loved one’s care needs outgrow their current living arrangements.

To contact Jen Mahoney, see the website and email address below: Livewellcm.com [email protected]

RetirementPlanning #RetireSmart #caremangement #assistedliving #healthcareforseniors #FinancialPlanning #RetirementGoals #RetirementLifestyle   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

Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors’ imaginations and also their dollars. From the historic change in the Gold Standard at Bretton Woods and the Nixon shock to today’s headlines and Costco’s unexpected bullion boom, Jeff and Brian explore the real drivers behind gold’s rise, the role of investor psychology, and the facts (and fictions) about the link to inflation and the dollar. Plus, the geopolitical twists that may shape where gold goes next and why it might be more speculation than an actual safe haven. #financialplanning #investing #gold #retirementplanning #speculation #goldfever #financialrisk #illiquidity See Brian’s article on Gold at the link below: https://www.wealthenhancement.com/pdf/gold-beyond-the-myths

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

Navigating love, legacy, and liquidity- this episode of Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended families, and estate planning. Chris and Russ Ball explore how to protect your wealth, honor your relationships, and make smart decisions about cash flow, prenuptial agreements, and retirement readiness. Whether you're newly remarried or simply rethinking your financial future, this episode offers clarity, compassion, and actionable advice.

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• #FinancialPlanning
• #EstatePlanning
• #SecondMarriage
• #BlendedFamilies
• #PrenupTalk
• #RetirementReady
• #MoneyMatters
• #WealthWisdom
• #FinancialWellness
• #SmartMoneyMoves
• #LifeAndLegacy
• #FinancialPodcast
• #ChrisBoydShow
• #SomethingMorePodcast

In this episode of Something More with Chris Boyd, Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair, Jerome Powell. From historical power struggles to current-day maneuvering by the president, they explore how monetary policy, interest rates, and central bank independence shape the economy- and your portfolio. With echoes of Nixon-era stagflation and Volcker’s radical reforms, this episode offers a compelling look at why the Fed matters more than ever.

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• #FederalReserve
• #InterestRates
• #MonetaryPolicy
• #FedIndependence
• #PowellUnderPressure
• #EconomicPolicy
• #FinancialPodcast
• #ChrisBoydShow
• #SomethingMorePodcast
• #InvestingInsights
• #PoliticsAndFinance
• #Stagflation
• #JacksonHoleMeeting
• #FedWatch
• #SmartMoneyMoves

5 Questions to Answer Before Retiring Early

Thinking about retiring early?

Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball explore critical considerations that can make or break your early retirement plans. From financial readiness to lifestyle planning, this conversation is packed with practical insights and candid advice. Listen now and make sure your retirement plan is more than just a spreadsheet.

#EarlyRetirement #RetirementPlanning #FinancialFreedom #RetireSmart #PlanToRetire #FinancialPlanning #RetirementGoals #LifeAfterWork #RetirementLifestyle   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

Alternative Assets in Retirement Plans: Good or Bad Idea?

In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k’s, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow. Chris, Jeff and Russ debate the risks of giving everyday retirement savers access to cryptocurrency, and private credit, especially when most investors lack the tools and experience to understand the risks and assess these investments properly.

#financialplanning #investing #401K #retirementplanning #privatecredit #cryptocurrency #financialrisk #privateequity #illiquidity

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

Boomers, Benefits & the Budget: What’s Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd and Jeff Perry to unpack recent legislative changes, dispel common myths, and offer practical guidance for retirees, widows, and public employees navigating the evolving Social Security landscape. Highlights from this episode include: -The surprising passage of the Social Security Fairness Act and what it means for public sector retirees and surviving spouses. -Clarifying confusion around Social Security taxation and the impact of the One Big Beautiful Bill. - What do the latest actuarial projections mean for Social Security’s solvency and your future benefits? -Why claiming early may not be the best move, despite alarming headlines. - Creative policy ideas and political realities that could shape Social Security reform. -How immigration, demographics, and industry pressure may influence the future of retirement benefits. Whether you are planning your own retirement or advising others, this episode offers essential insights to help you make informed decisions and prepare for what is ahead. #OBBB #BBB #incometaxes #socialsecurity #socialsecurityreform #socialsecurityfairness #immigrationreform

https://boomerretirementbriefs.com/meet-marcia/

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

Taxes, Tech & Tangents- A Financial Mishmash-n this eclectic and engaging episode of Something More with Chris Boyd, Chris Boyd and Jeff Perry cover a wide range of timely topics- from nostalgic movie favorites to serious financial planning insights. Topics include: -A preview of the upcoming webinar on managing your digital footprint and estate planning in a tech-driven world (see link below to register). -A timely reminder about National Financial Awareness Day and six smart steps to improve your financial health. -A deep dive into the Rule of 55 for early retirees and how to access retirement funds penalty-free. Don’t get too excited, this is often not a prudent financial option. -Updates on recent cryptocurrency legislation and what it means for investors and consumers. #financialplanning #investing #401K #403B #IRAs #529s #nationalfinancialawarenessday #ruleof55 #retiringearly #cryptocurrency 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

Long-term Care Insurance: One size does not fit all

 Linda Thalheimer of Long Life Planning (see website link below) joins Jeff Perry and Russ Ball to dig into the topic of long-term care insurance. The podcast begins with a detailed discussion of who needs long-term care insurance. Linda answers questions regarding how these policies work, what they cover, and typical limits. The conversation shifts to an in-depth conversation about new and hybrid policies that can work in certain circumstances.

#financialplanning #longtermcare #longtermcareinsurance #estateplnning #homecare #assistedliving www.longlifeplanning.com 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

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning 

Jeff Perry and Russ Ball tackle questions from listeners and clients.

To start this episode, Jeff and Russ discuss options for beneficiaries of IRAs who wish to avoid income taxes.

Next up is a series of questions resulting from the passage of President Trump’s “One Big Beautiful Bill’ to include how the new senior tax deduction works and the details on the changes to taxes on tips and overtime.

The episode ends with a question from a parent who is worried about market risk in their son’s 529 account.

#financialplanning #investing #stockmarket #OBBA #BBA #incometaxes #IRAs #529s #beneficiary #seniortaxdeduction #taxesonovertime #taxesontips

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