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...

Apr 11, 2025

What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and
the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan discuss what
a wise investor should do in the midst of the uncertainty. Chris and Jeff attempt to
summarize the recent developments of President Trump’s...

Apr 7, 2025

Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition
to tariffs, estate planning topics discussed include the “Golden Funnel,” multi-
generational wealth, estate taxes,...

Apr 4, 2025

 Chris Boyd, Jeff Perry, and Russ Ball
discuss the breaking news of the new tariffs known as “Liberation Day” imposed by
President Trump. With the increased market volatility created by the Trump tariff
announcement, Chris, Jeff, and Russ discuss whether it is time to reduce exposure in the
stock market or is it...