Apr 28, 2025

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...

Apr 25, 2025

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...

Apr 21, 2025

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...

Apr 18, 2025

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...

Apr 14, 2025

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...