Sep 13, 2024

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...

Sep 9, 2024

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...

Sep 5, 2024

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...

Sep 2, 2024

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...

Aug 30, 2024

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...