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Something More with Chris Boyd

J. Christopher Boyd
Estate Planning
Wealth Enhancement Group
Social Security
Artificial Intelligence
Retirement Planning
Tax Planning
Inflation
Long-Term Care
Interest Rates
Financial Planning
Federal Reserve
Retirement
Municipal Bonds
Capital Gains
Semiconductors
Long-Term Care Insurance
One Big Beautiful Bill Act
Stock Market
Year-End Tax Planning
Tariffs

Something More with Chris Boyd is Cape Cod's financial podcast. The show covers a wide variety of financial topics with the goal of educating and entertaining.

PublishesWeeklyEpisodes1000Founded15 years ago
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Artwork for Something More

Latest Episodes

Your Social Security number is one of the most important pieces of personal information you possess, but do you know when it's actually appropriate to share it?In this episode of Something More with Chris Boyd, Chris Boyd is joined by Luke Bagley and... more

What happens when the market's expectations shift from interest rate cuts to interest rate hikes? And what does that mean for investors trying to position their portfolios in an increasingly uncertain environment?In this episode of Something More wit... more

Many people assume estate planning is only for the wealthy. In reality, estate planning is about much more than passing assets to the next generation. It's about protecting loved ones, making important decisions in advance, and creating clarity durin... more

Is the stock market truly expensive, or are investors relying too heavily on one familiar metric?Chris Boyd is joined by senior portfolio manager Brian Regan and advisor Luke Bagley to revisit last year’s market outlook and examine how conditions hav... more

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Recent Guests

Brian Regan
Senior portfolio manager for the AMR team
Wealth Enhancement Group
Episode: Higher Rates, Inflation, and the Changing Role of Bonds
Kate Maier
Vice President, Private Client in Wealth Enhancement Group's Advanced Planning department
Wealth Enhancement Group
Episode: Estate Planning Is for Everyone: Wills, Trusts, and the Decisions That Matter
Joan Harris
Aging life care professional with Symphony Care Management
Symphony Care Management
Episode: The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs​
Kristine Callahan
Cape Cod care manager and wellness specialist
Symphony Care Management
Episode: The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs​
Jeff Perry
Former advisor on the AMR team, colleague of Russ Ball
Wealth Enhancement Group
Episode: From Saving to Spending: Navigating the Mindset Shift in Retirement
Jordan Grumet
Physician, author of The Healthcare Heist
Author of The Healthcare Heist
Episode: The Healthcare Heist: Why Costs Keep Rising and What We Can Do About It
Beth Pinsker
Author, My Mother's Money
Author, Financial Caregiving expert
Episode: When Power of Attorney Isn't Enough: Real‑World Estate Challenges
F. Keats Boyd III
Estate planning attorney
Boyd & Boyd PC
Episode: How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)
Marsha Mantell
Author of Social Security Lightly Toasted, but Not Burned
Author and Social Security expert
Episode: Diving Deep on Social Security decisions with Marsha Mantell (part two)

Host

Chris Boyd
Host of the show; financial planner; affiliated with Wealth Enhancement Group

Reviews

4.7 out of 5 stars from 21 ratings
  • This is a highly informative show and keeps me up to date with the market and all things financial without overwhelming me with too much jargon.

    Podchaser
    5
    stephanie.wieden
    3 years ago
  • Chris is fun to listen to - but his messages also contain great content. I learn something new about financial planning every time I listen.

    Audible
    5
    Cathleen Ingersoll
    United States4 years ago
  • Something more for my financial well-being

    Chris is fun to listen to - but his messages also contain great content. I learn something new about financial planning every time I listen.

    Audible
    5
    Cathleen Ingersoll
    United States4 years ago
  • Timely advice from top industry experts

    During this time of uncertainty, it is important to have access to advice from the top industry experts and experienced business people so we can make the best decisions possible for our future. I'm really enjoying it so far! Great show.

    Apple Podcasts
    5
    Olga052020
    Philippines6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate practical, strategist‑driven financial guidance that blends planning with market context.
Quality guest mix and advisor perspectives are repeatedly highlighted as a strength.
The show's emphasis on structured, actionable techniques (bucket strategies, Roth conversions) helps audiences implement steps.

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Talking Points

Recent interactions between the hosts and their guests.

Estate Planning Is for Everyone: Wills, Trusts, and the Decisions That Matter
Q: How do you help people think in terms of when a trust is appropriate, and what reasons they might have for a revocable or irrevocable trust?
Revocable trusts can avoid probate and provide privacy while allowing the grantor to retain control, though their cost may not be worthwhile for every estate. Irrevocable trusts can serve goals such as creditor protection or Medicaid planning, but require giving up control and should be prepared with appropriate legal advice.
Estate Planning Is for Everyone: Wills, Trusts, and the Decisions That Matter
Q: Estate planning really is something everyone should be thinking about, isn't it?
Yes. Estate planning can address who manages financial and healthcare decisions during incapacity, guardianship concerns, and how assets or important possessions pass to loved ones, regardless of wealth.
Higher Rates, Inflation, and the Changing Role of Bonds
Q: What are your thoughts around credit risk and floating rate, which has virtually no duration risk? What are your thoughts around those two parts of the bond market today?
Regan says investors may not currently be compensated enough for private-credit risk, while bank loans could be worth considering as spreads change. He emphasizes evaluating the borrowers and the underlying risks.
Higher Rates, Inflation, and the Changing Role of Bonds
Q: Do you mind if we talk a little bit about bonds a little more before you hit on some things, some themes on the stock side of it? One of the things I think about is, if you have inflation going on, people often think about iBonds or TIPS as a way to invest. Is the thought that maybe it's not so clear that we got prolonged inflation? Is that something you would or wouldn't be interested in in a portfolio in this environment?
Regan says TIPS are often misunderstood because inflation adjustments are paid with the principal at maturity, which can increase duration and interest-rate risk in the meantime. He favors short-term inflation-protected securities to limit that risk and says cash-like instruments can benefit as rates rise.
Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning
Q: We're investing $5.29 for our son's college; what if markets drop when we need the money? Should we de-risk the 529 funds near college?
Yes, de-risking a portion of 529 funds is prudent when funds will be needed in the near term. You can adjust investment allocations within the 529 and shift some funds to safer investments like money markets as the college timeline approaches, balancing risk with the goal of preserving capital for college expenses.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Something More

What is Something More about and what kind of topics does it cover?

A practical, financially minded show that covers personal finance, retirement planning, tax strategies, estate planning, and market commentary. Episodes frequently tackle cash management, risk, and disciplined long‑term investing, with frequent references to real-world planning tools such as buckets for liquidity, Roth conversions, 1031 exchanges, and estate documents. TheHosts team frequently discuss how to coordinate with planners, attorneys, and tax professionals to implement actionable strategies for middle‑income to affluent listeners, often using Cape Cod–focused contexts and client‑facing advice. A notable strength is blending accessible explanations with concrete planning steps, guest perspectives, and timely market considerations, ... more

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These podcasts share a similar audience with Something More:

1. The Compound and Friends
2. The My Fishing Cape Cod Podcast

How many episodes of Something More are there?

Something More launched 15 years ago and published 1000 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Something More?

Recent guests on Something More include:

1. Brian Regan
2. Kate Maier
3. Joan Harris
4. Kristine Callahan
5. Jeff Perry
6. Jordan Grumet
7. Beth Pinsker
8. F. Keats Boyd III

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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