Something More with Chris Boyd

Mr. Market is both charming and bipolar – With all the recent volatility in the stock market, Jeff Perry and Russ Ball discuss a recent article published in BottomLine magazine which highlights the investing lessons from Benjamim Graham, who authored “The Intelligent Investor” in 1949. Jeff & Russ outline the lessons from Mr. Graham who describes “Mr. Market” as a bipolar fellow, very charming but suffering from incurable emotional problems. Some days, he shows up feeling euphoric and will sell to you only at unreasonably high prices. Other times, he is panicked for no obvious reason and desperate to sell at any price. Listen in to the lively and fun conversation. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr [https://www.wealthenhancement.com/s/advisor-teams/amr]

Federal Employees: Retirement & Layoffs - Planning during DOGE – with Brian Kuhn, CFP – With all the recent news stories concerning workforce reduction and changes that Federal employees may be facing, Chris Boyd welcomes fellow Wealth Enhancement Certified Financial Planner Brian Kuhn to the podcast. Brian provides an overview of the retirement system and benefits provided to Federal employees. Chris Boyd and Jeff Perry ask for Brian’s commentary on recent incentives for early retirement and the likely elimination of remote work for Federal employees. Brian offers his suggestions for Federal employees who are concerned about a potential job loss related to DOGE. To learn more about Brian Kuhn, check him out at: https://www.linkedin.com/in/briankuhncfp/ [https://www.linkedin.com/in/briankuhncfp/] For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr [https://www.wealthenhancement.com/s/advisor-teams/amr]

What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market volatility, tariffs, the Federal Reserve, unemployment data, consumer sentiment, and inflation. The trio outlines why having a financial plan is so critical in uncertain times. The conversation goes on to a discussion about how people make investments decisions within an employer-sponsored retirement plan, including the pros and cons that come with using target date funds. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr [https://www.wealthenhancement.com/s/advisor-teams/amr]

Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having employer stock in company plans. The discussion digs into how the gains from an employer stock program can be distributed according to the NUA rules and be subject to long term capital gain taxes. Andy shares the “triggering” events of when the rules apply, and common mistakes people make. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr [https://www.wealthenhancement.com/s/advisor-teams/amr]

GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a highly informative and entertaining travel related episode. In this episode you will learn more about why flexible bank cards are a favorite, should you use one credit card or many cards to earn the most benefits, should you “buy points,” and what are arbitrage opportunities? Chris and Kristen Boyd dig into these issues and more. You won’t want to miss this episode if you are looking for money-saving tactics using your miles and points! To learn more about Colin Stroud, please visit his website: https://www.gosomewhere.world/ [https://www.gosomewhere.world/] For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr [https://www.wealthenhancement.com/s/advisor-teams/amr]