May 30, 2025

One Big Beautiful Bill – Chris Boyd, Jeff Perry, and Russ Ball dig into the recently
passed House of Representatives Budget Bill known as the “One Big Beautiful Bill.”
The trio discusses the key items in the Bill, including making the Tax and Job Act income
tax reductions permanent, eliminating taxes on overtime...

May 26, 2025

Navigating Economic Waves: A Portfolio Strategy - Brian Regan joins Chris Boyd and
Jeff Perry to discuss a recent article Brian authored (see link below) which suggests that
staying calm and ensuring that investment strategies are robust and adaptable, one can
weather the economic “storms” triggered by tariff policy...

May 23, 2025

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott
Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed
rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry
as they explore the sometimes confusing and technical rules of...

May 19, 2025

Mail Bag – Jeff Perry and Russ Ball dig into the Team AMR Mail Bag and answer
questions from listeners. Included in this episode are, “I have read that my household
expenses will go down when I retire, but I don’t understand why.” “I know that I need a
Will, but don’t know who in my family I should choose to...

May 16, 2025

College Planning – As it is the time of year for high school and college graduations, Jeff
Perry and Russ Ball discuss a wide variety of topics regarding planning for college. The
conversation begins with the use of 529’s as the foundation for most families to save for
future educational expenses. Jeff outlines the...