Something More with Chris Boyd

Chris Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas of finances, health, spiritual life, relationships, and time management. Jeff highlights the use of SMART goals, which stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. Chris introduces George Kinder's "Three Questions,"...

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help boost their financial fitness in the new year. Chris, Scott, and Jeff offer their commentary and suggestions on the five following financial resolutions:...

7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR's Lead Financial Planner Scott Birmingham and Investment Advisor Representative Jeff Perry. The trio goes into detail regarding how a financial plan should identify your go...

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a "Santa Claus Rally." The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff go on to review other frequently discussed times that markets are expected to move higher, including the "January effect" and during years of a Presidenti...

Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide variety of subjects related to finding and spreading peace and joy, especially during Christmastime. The conversation goes on further to discuss modern...

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below list of the most common mistakes made in retirement. Chris and Jeff also share their own personal reflections and client experiences on each subject.  Counting on your work f...

Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corporate earnings and interest rates for 2024. Jeff specifically questions Brian on sectors of the economy that he prefers and others he might avoid. Chris offers listeners the op...

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan.  The pair starts off with a discussion of the different feelings and emotions that people have when talking about their own mortality.  Chris and Jeff go into a variety of issues including the impacts long-term care, major purchases and inflation have on the ability to m...

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for long-term care needs. Simplifying your financial life. Planning to retire TO something, not FROM something. Developing a daily routine for retirement. Spending...

In this episode Chris Boyd digs into ways you may be able to reduce this year's income tax burden.  Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to consider before year's end.  The pair talks about ways to defer income into 2024 and accelerate deductions for 2023.  Chris and Jeff next go into the subject of...

In this segment, Chris Boyd and Jeff Perry review the past week's financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment.  Chris and Jeff discuss how the change in the Federal Reserve language (based on the above-mentioned financial data) has led to a rally in stocks and bonds this week.  Jeff wonde...

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally declines as one ages. Chris goes on to share his experience and advice on making changes to one's investment portfolio and maintaining a proper allocation of investments to be abl...

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use "March-In" rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole Act of 1980, the government retains certain rights on any products produced through a public-private partnership using federal funding. Chris and Jeff note that this never-befo...

Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton shares stories about providing relief services to local Cape Cod families after fires and other support provided to those in crisis. The conversation goes further to ways the...

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger's Magazine, "Ten years before you retire is a good time to start preparing so you're in great shape when the time comes."   Chris and Jeff cover the first half of the article, which includes:  Save what you can and think about how you want to live.  Fine-tune your investments — allo...

Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal...

In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL's New England Region and discusses the rise of antisemitism since the October 7 th attack on Israel where the terrorist group Hamas attacked Israel killing over 1,400 people, wounding thousands, and kidnapping at least 250 children, women, and men....

With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) to an IRA from earned income. The questions turn t...

Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of "China Sings to Me" discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands on the vitriol and blowback that people and organ...

Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual's risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock an...

In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the common documents used in estate planning. The conversation develops into the emotional side of the estate planning process and the suggested practice...

With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is...

CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider ac...

In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment indicator for the manufacturing sector. The pair goes into detail regarding the above data points showing a lowering rate of inflation and a generally sl...

As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of "In the Wake of the Mayflower" which is the story about life after the Mayflower arrival from "The First Encounter" through the fifty years of peace that followed, and ending with King Philip's War. The book also highlights the mutually dependent relation...