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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry
asks Chris Boyd about a recent news article that Chris was quote in. The
GoBankingRates article discusses how retirees can be prepared for inflation with forward
thinking and some simple financial strategies (see article at the link below). Topics
covered include Designing Your Retirement Portfolio Intentionally & Asset Allocation,
Delaying Social Security If You Can, Considering Part-Time Work, Not Chasing Income,
Revisiting Your Medicare Plan, Considering Downsizing or Relocating, Cutting
Overlooked Expenses, and the question of Should You Drop Your Life Insurance. Chris
closes out the podcast with a reminder of the upcoming College Planning webinar
scheduled for September 24th (see link below)https://www.gobankingrates.com/retirement/planning/ways-retirees-can-be-better-
prepared-when-inflation-skyrockets/For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins
Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the
Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it
may be telling investors. Brian also responds to Jeff’s questions regarding fixed income
investing and whether the utility sector remains attractive after recent gains. Chris closes
out the podcast with a reminder of the upcoming College Planning webinar scheduled for
September 24 th (see link below)
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
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Planning Retirement Income – Chris Boyd begins this episode with a reminder of the
upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve
into the complicated subject of planning income for your retirement. The discussion
starts with a review of how pensions and social security can serve as the base of
retirement income. The conversation turns to the different methods of sequencing
withdrawals from taxable and non-taxable accounts and the consideration of income
taxes. Other topics covered are Roth IRAs, owning the stock in a company you have
worked for, using dividends for income, issues with buying an annuity and required
minimum distributions.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
What’s moving the markets now? The stock market has felt a bit like a rollercoaster
lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets.
Topics include the seasonality of the stock market, the November election, potential of a
government shut down, economic reports of the CPI, PPI, and unemployment, and the
upcoming decision by the Federal Reserve on interest rates. Also, Chris and Jeff opine
on the recent Presidential debate and share their thoughts about the questions they wish
had been asked by the moderators. Chris reminds listeners of the upcoming webinar on
college planning (see link below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the
Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a
fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related
to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a
comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College
Planning Webinar (see link below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry
welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this
episode for an important discussion of when and how a comprehensive Aging Plan
should be developed. Topics covered include “Red Flags” that family members should
look for with aging family members, when and how to step in and offer assistance,
caregiver burnout, emotional issues and financial considerations. Annalee also offers her
commentary on the current status and future outlook of senior care options.
For information on Annalee’s book, please click the link below:
https://www.amazon.com/Invisible-Patient-Emotional-Financial-Caregivers-
ebook/dp/B09J64RGJW
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
International Day of Charity (release on 9/05/24) – In recognition of the International
Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a
chartable intent and who are concerned about income taxes may wish to make charitable
donations. The duo has an active dialogue about the pros and cons of Donor Advised
Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also
discuss the benefits of including family members in this process. Jeff highlights why
collaborating with a financial advisor regarding charitable giving is an important
component of a comprehensive financial plan.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff
Perry for a wide-ranging conversation about the impacts of recent items in the legal and
political news, including the Corporate Transparency Act, Non-Compete Agreements, the
Moore vs United States decision on unrealized gains being taxable, and the new rules on
how listing and buyer real estate agents/brokers compensation has changed. Attorney
Boyd also discusses his upcoming seminars and how to register (see link below). Chris
and Jeff also remind listeners of the upcoming online seminar about college planning on
September 24th (see link below).
For information on estate planning seminars, click the below link:
https://www.boydandboydpc.com/seminars/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Take a moment, step back, and ask how do I want to be remembered?
While most of us don’t wish to contemplate our own death, doing the
necessary estate and financial planning and having the appropriate family conversations
can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd
and Jeff Perry share experiences and client stories that demonstrate why having your
affairs in order is a wonderful gift to leave behind.The discussion includes wills, trusts,health care proxies, powers of attorney, and other related documents. Chris mentions the George Kinder “3 Questions”. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below).
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Why we ask the questions we ask – Chris Boyd and Jeff Perry
explain why financial advisors ask so many questions. Many of the questions may not
seem relevant to the creation of a financial plan. The conversation starts with the first
meeting which Chris calls the “getting to know you meeting” and follow up document
gathering. Subjects covered include a wide variety of financial planning topics, goal
setting and how one’s goals should drive one’s financial plans. Chris and Jeff discuss
why questions about your health, family situations, and where you live are important to
the creation of a successful financial plan. Chris and Jeff also remind listeners of the
upcoming online seminar about college planning on September 24th (see link below).
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Estate Planning – With all the changes to the laws regarding estate
planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to
the program. The conversation starts out with some basic estate planning techniques. The
topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and
Roth Conversions. Attorney Boyd also mentions his upcoming seminars and how to
register (see link below). Chris and Jeff also remind listeners of the upcoming webinar
about college planning on September 24 th (see link below).
For information on estate planning seminars, click the below link:
https://www.boydandboydpc.com/seminars/
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751 -
Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this
episode with a review and commentary on the economic news of the week, including PPI,
CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial
aspects of retirement planning, including deciding how you will allocate new found time
in retirement. Of course, most areas discussed revert to related financial issues, such as
the impacts of downsizing/relocating, travel expenses, gifting, and legacy planning.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff
Perry to discuss the many challenges of planning for college. The conversation starts out
with an announcement that the Free Application for Federal Student Aid (FAFSA) will
not be available on the scheduled date of October 1 st . Topics covered during the podcast
include the rising cost of college, how to start the college search, ways to save for future
college expenses, and finding the right fit. The trio will also host a College Planning
Webinar on September 24 th . See link below to register.
To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
To connect with Cozy Whitman, visit her website at:
https://collegeinsidetrack.com/ -
New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the
regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the
details of the new rules and advice on different strategies for Required Minimum
Distributions (RMD) from retirement accounts. After reviewing the new regulations,
Chris and Jeff talk about a variety of commonly asked questions about RMDs for 401K’s
and IRA’s.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
So much in the news – should investors worry? – If you have spent any time watching
the news lately, it is easy to become worried about how your finances and investments
might be negatively impacted. Chris Boyd and Jeff Perry dig into several items in the
news this past week, including growing tensions between Israel and Iran, increased stock
market volatility, unemployment data rising, and the upcoming election season. Chris
and Jeff attempt to separate what really matters when it comes to your investments and
financial planning.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more diversified approach, including Small Caps, Utilities, and buffered risk strategies. The discussion also covers interest rate moves by the Fed, the impact of market concentration, various paths to outperformance, and the nuances of active vs. passive investing.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
#Investing #Finance #MarketOutlook #SmallCaps #MegaCapGrowth #Utilities #RiskManagement #FedRates #ActiveInvesting #PassiveInvesting #InvestmentStrategies #MarketAnalysis #Diversification #Webinar #FinancialPodcast -
Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement
rejoins the program with Chris Boyd and Jeff Perry for a continuing conversation on the
topic of Social Security. The trio starts out with an explanation of how Social Security
benefits are calculated. Chris and Jeff present a series of special circumstances and how
they can impact one’s Social Security benefits. Topics of discussion include the Windfall
Elimination Provision, spousal benefits, and how divorce impacts benefits.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris
Boyd and Jeff Perry. The segment starts off with the recognition that the Employee
Retirement Income Security Act of 1974 (ERISA) is about to turn 50 years old! Marcia
outlines the history and goals of ERISA. The conversation turns to a detailed review of
the Medicare program, numerous nuances and challenges people face, including the
Medicare income-related monthly adjustment amount (IRMAA).For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article
(see link below) about investment fallacies. The pair have an in-depth conversation about
a variety of financial planning beliefs (which may or may not be true), including the
pending demise of Social Security, lower expected equity/stock returns, the limits of
index investing, and the belief that one can be too old to benefit from a financial plan.
https://www.morningstar.com/columns/rekenthaler-report/they-told-me-wrong
For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr -
How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the
data on the average incidence and duration of long-term care needs and who is most
likely to have a severe, sustained, long-term care incident. During this episode, Chris and
Jeff review a recent article from Morningstar (see link below) which outlines the
likelihood of a sixty-five-year-old needing some type of long-term care. The
conversation reviews several data points including wealth level, marital status, gender,
and self-reported health status. Chris concludes the discussion by explaining how the
issue of potential long-term care needs properly fits into a comprehensive financial plan.https://www.morningstar.com/retirement/how-likely-are-you-need-long-term-careFor more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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