Earnings and what really matters – Chris Boyd welcomes Brian Regan to the show.
With approximately 80% of corporate earnings reported for this quarter, Brian outlines
common trends he is seeing from these earnings. Jeff Perry questions Brian about areas
of concern that CEO’s and investors may be focused on. Brian explains how he
approaches evaluating a company to invest in and the trio discuss how stock buybacks
and dividends can be positive or negative for a stock. Chris asks Brian how he makes the
decision when it is time to sell a specific investment. Brian reflects on an article he
recently authored on the subject. A link is noted below.

https://www.thestreet.com/retirement-daily/your-money/thinking-slow-about-stocks-how-
kahnemans-insights-improved-my-investment-results

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

5 Conversations with your Financial Advisor - Based on the recently published article
in Financial Planning (linked below), there are five extraordinary circumstances that go
beyond the basic retirement planning that advisors should address with clients. The topics
of discussion include non-traditional relationships and what happens when things go
wrong, special issues with minor children, estate planning in second marriages, health
challenges, and income tax surprises.  Chris and Jeff also dig into some frequent areas
where people with good intentions neglect to consider when putting together their
financial plans.

https://www.financial-planning.com/list/5-financial-planning-conversations-for-
clients-in-2024

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

The Retirement Smile – Chris Boyd and Jeff Perry explore personal spending patterns
when people enter retirement. The Retirement Smile shows increased spending in the
early and late stages of retirement. Chris and Jeff dig into the reasons for this
phenomenon and how to create a financial plan to best reflect projected spending and
capital needs. Chris also brings up a Wall Street Journal article indicating that most
people expect their retirement age to be sixty-five, but reality tells a vastly different story.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss
questions from clients and listeners. Chris and Jeff start the episode with a Happy
Mother’s Day wish. During the episode, Chris and Jeff discuss the “Still Working”
exception related to 401Ks and required minimum distributions (RMDs), how to use a
QCD (qualified charitable distribution) to reduce income taxes, and best practices when
planning for loved ones with special needs.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

AI and the Human Element of Marketing – Michael Byrnes of Byrnes Consulting
joins Chris Boyd and Jeff Perry to discuss how Artificial Intelligence is changing how
companies do business and how consumers receive information. In addition to discussing
how changes in technology impact businesses and the manner in which they market their
goods and services to customers, Michael, Chris, and Jeff discuss instances of Cause
Related Marketing. The conversations explores recent examples of how organizations
succeed or fail in such efforts.

https://www.byrnesconsulting.com/founder-and-president/

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

17th Anniversary & Changing Times – The Something More with Chris Boyd Radio
Show has been on WXTK 95.1FM for 17 years! Chris Boyd and Jeff Perry have a wide-
ranging conversation about how the radio show has changed and developed over the
years. With a little bit of reminiscing and looking into the future, Chris offers his
personal thoughts and business perspective on why the Something More with Chris Boyd
Show is soon moving entirely to podcasts. Listeners are encouraged to follow the show
on their favorite podcast channel and also to listen live to the final radio show from
3:00pm – 5:00pm on Saturday, June 1 st on 95.1FM WXTK.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

Investors who are more like Gamblers – Brian Regan, Team AMR’s Senior Portfolio
Manager, joins Chris Boyd and Jeff Perry and shares his commentary on what he
perceives as a growing trend of people “gambling” in the stock market by investing in
financially unsound companies. Brian goes into detail and reflects how far too many
people are buying stocks in companies close to bankruptcy. The trio also explores the
common Wall Street saying of “Sell in May and go away”. Chris and Jeff explore
whether there is any value of such a tactic.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

In the News this Week – For this episode, Chris Boyd and Jeff Perry dig into financially
related news items from the last week. Chris and Jeff start off with a discussion of the
Federal Reserve’s decision to keep interest rates at current levels. Chris and Jeff explore
the direct and indirect impacts of such a decision on the stock market, mortgage rates,
and the national debt. Jeff next mentions the comments of President Biden that if
reelected he will not extend the Trump era tax cuts. Chris and Jeff provide their thoughts
of what this could mean to taxpayers and investors. Also, in the news this week is the
150th running of the Kentucky Derby. Chris shares his plans for how he will enjoy race
day.
For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr

In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories
of the week. The segment starts off with a review of the recent stock market volatility.
Chris reminds listeners of the first quarter results and that corrections in the stock market
are common. The conversation shifts to several economic data points from the past
week, including the gross domestic product, the personal consumption expenditures, and
consumer spending rates. Skyrocketing auto insurance costs helped contribute to inflation
accelerating at a faster-than-expected pace in March.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:

https://www.wealthenhancement.com/s/advisor-teams/amr