In this episode of Something More with Chris Boyd, Chris, and Jeff welcome Social Security expert and author Marsha Mantell for an in-depth conversation on the realities of Social Security today. From the program's looming funding challenges to the widespread myths about bankruptcy, grandfathering, and claiming strategies. Marsha breaks down what retirees really need to know. They explore her new book, Social Security: Lightly Toasted, Not Burned, and discuss the program's history, why people are panicking, and why they should not. They outline both the math and the mindset behind smart claiming decisions. Whether you are single, married, divorced, or widowed, Marsha explains why context matters, why the rules are not always intuitive, and how this decision fits into broader retirement and financial planning. If Social Security feels confusing or overwhelming, this episode brings clarity, calm, and practical guidance for mapping your own best path forward. #SocialSecurity #RetirementPlanning #FinancialAdvice #MarshaMantell #ChrisBoyd #WealthEnhancementGroup #RetirementEducation #SocialSecurityMyths #FinancialPodcast #SomethingMoreWithChrisBoyd For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team To buy Marcia Mantell's book, click the link below: https://www.barnesandnoble.com/w/social-security-lightly-toasted-not-burnt-marcia-macdonald- mantell/1148852467?ean=9798987424933

Mortgage rates have shifted dramatically in recent years, leaving many homebuyers and homeowners wondering: What is "normal" now? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry, Russ Ball, and special guest Donna McKeown, Senior Loan Officer at Movement Mortgage, to break down the current mortgage landscape. We discuss where rates stand today, why expectations have changed, and how to approach refinancing decisions. Donna shares expert insights on points, adjustable vs. fixed rates, jumbo loans, and the impact of student debt on mortgage approvals. Plus, we explore practical tips for first-time buyers, when to start the conversation with a lender, and why "marry the house, date the rate" might be the smartest advice in today's market. Whether you are buying, refinancing, or just curious about trends, this episode offers clarity and actionable guidance.

#MortgageRates #HomeBuyingTips #Refinancing #RealEstateFinance #MortgageAdvice #FinancialPlanning #HousingMarket #WealthManagement #InterestRates #SmartMoneyMoves

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

As the new year begins, Chris Boyd and senior portfolio strategist Brian Regan take a deep, forward-looking look at the economy, markets, and portfolio positioning. This episode explores how artificial intelligence has become a dominant driver of economic growth and why its influence is reshaping equity valuations, sector allocation, and long- term investment strategy. Brian and Chris explain why today's market differs fundamentally from past valuation peaks, how earnings growth and expanding margins are supporting prices, and what hyperscale AI investment means for semiconductors, utilities, and infrastructure. The conversation also covers yield-curve dynamics, Federal Reserve policy, inflation, tariffs, and how these forces interact across equities, fixed income, alternatives, and international markets. Listeners will gain insight into the "complete system approach" to investing that connects macroeconomic signals with tactical portfolio decisions, along with practical considerations for retirees and those nearing retirement. A thoughtful, data-driven discussion designed to help investors stay disciplined amid volatility and focus on what truly drives markets.

#SomethingMorePodcast #MarketOutlook #ArtificialIntelligence #InvestingStrategy #EconomicForecast #PortfolioManagement #InterestRates #YieldCurve #FinancialPlanning #RetirementPlanning #WealthManagement

Subscribe and watch this episode on Youtube- https://youtu.be/8huJsBcTQZs

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

AI vs. The Human Financial Planner: Artificial Intelligence is transforming industries, but can it truly replace the human touch in financial planning? In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball to explore the pros and cons of using AI for personal finance. From quick answers and efficiency to the pitfalls of "hallucinations" and lack of context, we dive into where A-I shines and where it falls short. Financial planning is not just about math; it's about life changes, family dynamics, aspirations, and emotional comfort. Can an algorithm understand your fears or priorities? We discuss why human advisors still play a critical role in tailoring strategies, asking the right questions, and guiding decisions beyond formulas. Whether you are a

DIY investor or curious about tech's impact on wealth management, this conversation offers valuable insights into balancing innovation with personal connection. #ArtificialIntelligence #FinancialPlanning #AIandFinance #WealthManagement #FutureOfFinance #HumanTouch #MoneyMatters #InvestingInsights #TechAndFinance #FinancialAdvisor For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

As we kick off a new year, investors face the challenge of navigating ever-changing market narratives while staying focused on long-term goals. In this episode of Something More with Chris Boyd, host Jay Christopher Boyd is joined by Jeff Perry and Brian Regan to discuss key lessons from 2025 and how they shape portfolio strategies for 2026. From the impact of government policy swings to the role of interest rates and the evolution of technology giants like Nvidia, we explore what matters most for asset allocation. Brian shares insights on holistic portfolio construction, risk management, and why resisting reactionary moves is critical for success. Whether you are concerned about volatility, curious about alternatives like gold, or wondering how AI-driven innovation influences markets, this conversation offers practical guidance for building resilience and opportunity into your financial plan.

#FinancialPlanning #PortfolioStrategy #MarketInsights #Investing2026 #RiskManagement #AssetAllocation #AIandMarkets #WealthManagement #LongTermInvesting #EconomicTrends #InterestRates

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

Thinking about retiring abroad? In our latest episode of Something More with Chris Boyd, we explore the top global destinations for Americans in 2026—from Portugal and Spain to Thailand and Costa Rica. -Cost of living advantages -Healthcare considerations -Visa and residency requirements -Lifestyle and cultural appeal Retirement is more than a finish line—it's a new chapter. Could yours include a European countryside or a tropical beach? Inspired by Realtor.com's guide to global retirement destinations. https://www.realtor.com/news/trends/the-best-global-cities-retirement-americans-in-2026/ #RetirementPlanning #GlobalLiving #FinancialFreedom #WealthManagement #LifestylePlanning

Start 2026 with a plan that works for you. In our latest episode of Something More with Chris Boyd, we explore practical steps to make this year your strongest yet—financially and personally. -Update your W-4 and review tax withholdings -Maximize retirement contributions (new limits for 2026!) -Understand Roth vs. Traditional strategies -Rebalance your portfolio after strong market years -Refresh your financial and estate plans #FinancialPlanning #RetirementReady #WealthManagement #NewYearNewPlan #PersonalFinanceTips

Welcome to a fresh start! In this episode of Something More with Chris Boyd, Chris and Jeff Perry from the AMR team at Wealth Enhancement dive into the power of New Year's resolutions, especially when it comes to your financial life. We explore why many goals fail and how to make them stick by shifting from vague aspirations to clear, actionable behaviors. Learn how SMART goals and daily questions like "What can I do today to move closer to my vision?" can transform your planning process. We also discuss life events that often trigger financial reviews, including retirement, job changes, inheritance, and why getting a second opinion on your financial plan can provide confidence and clarity. Plus, discover how our complimentary two-step consultation works and why ongoing planning matters for long-term success. Start the year strong with practical strategies for financial well-being! #NewYearsGoals #FinancialPlanning #SmartGoals #MoneyHabits #WealthManagement #ChrisBoydShow #InvestingWisely #FinancialConfidence #2026Planning #SomethingMorePodcast For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce As 2025 comes to a close, we take a step back to reflect on the year's biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to gold. We also tackle the growing buzz around private credit and private equity—and why Brian calls it "baloney sauce." Plus, we explore risks in alternative markets and what investors should expect from high-flying tech names like NVIDIA. Join us for candid analysis, practical takeaways, and a look at how to position for 2026. #YearEndReview #MarketInsights #InvestingStrategy #PortfolioPlanning #TariffTalk #PrivateCredit #FinancialPodcast #ChrisBoydShow #2026Outlook #BaloneySauce For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team

Doctors do no harm: Navigating Wealth Management for Medical Professionals Physicians face unique financial challenges that set them apart from other professionals. In this episode of Something More with Chris Boyd, Chris is joined by Pete Hoglund, Jeff Perry, and Russ Ball to explore the complexities of financial planning for doctors. From managing medical school debt and navigating multi-year contracts to planning for a career with high income but limited earning years, we break down the critical phases of a physician's financial life. We also discuss strategies for retirement planning, liability protection, and why physicians, like professional athletes, must maximize savings during peak earning years. If you're a physician or work with one, this conversation offers practical insights on portfolio management, risk mitigation, and building long-term financial security. Tune in to learn how to overcome time constraints and emotional hurdles to create a plan that works for your future.

#PhysicianFinance #FinancialPlanning #WealthManagement #RetirementPlanning #MedicalProfessionals #DebtManagement #PortfolioStrategies #RiskManagement #SomethingMorePodcast #MoneyMatters For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/advisor-teams/amr-team