Something More with Chris Boyd

If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of Cantor Fitzgerald Asset Management. The discussion starts off with a lesson in 1031 exchanges, which is an exchange or swap of one real estate investment pro...

CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class- action lawsuit of Sitzer v. the National Association of Real...

In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of a "nest egg" do I need? Chris offers his thoughts about the many different variables on the subject. Next up, the pair discusses the issues of the cor...

With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax reductions for volunteer services provided to a local government. Chris and Jeff suggest to those who are able to maximize contributions to their reti...

To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the Military & Veteran Services Advisor at Cape Cod Community College. During the segment John goes into detail about his own military service as well as a...

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics starting with the new Speaker of the House of Representatives, who he is, is he operating with the same House Rules and what to expect to be his legislative...

In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel's response to the Hamas terrorist attack. Next up they discuss other potential geo- political concerns, including the extended war in Ukraine and the fear such conflicts expanding to potentially include Iran, North K...

As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger's magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth conversions, taking IRA required minimum distributions, planning to minimize capital gains taxes, protecting against unneeded Medicare premium increase...

The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether purchasing long- term care insurance is a good option to consider. The pair goes back and forth on the pros and cons of long-term care insurance. To put thi...

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates for residents and non-residents of Massachusetts. The trio also reviews the changes to the short-term capital gains rates which are now in effect fo...

Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the political headwinds, the conversation flows to the challenges that Congress is facing with the looming November 17 th budget deadline. Other issues d...

Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross Domestic Product (GDP) report. The conversation develops into a broad range of economic measurements, including interest rates, unemployment data and corpo...

Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants and assistance that the United Way offers focusing on assisting organizations who provide respite services to those providing care to individuals suf...

Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener's circumstances. Jeff next offers his comments on how a Durable Power of Attorney works and when it is appropriate to have one in place. Scott next answers a question on how to choose a qualified Fi...

Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of "Gray Divorces" and offers real-life advice when confronting a pending separation. During the conversation Jeff and Scott reference a recent article published at Yahoo Finance, which outlines 13 common mistakes...

Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed commentary concerning how geo-politics is impacting the stock and the bond market. While Jeff and Brian focus on the recent attack on Israel, the pair also...

Chris Boyd and Jeff Perry discussed "The Rise of the Semi-Retired Life" as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 "retired" people decide to re-enter the workforce. The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financial n...

Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infidelity, having a "mine" mentality, hiding money and failing to disclose spending can have a devasting impact on relationships. Scott and Jeff provide advice on how to create and...

Asset Management Resources Chartered Financial Analyst Brian Regan joins guest host Jeff Perry for an informative and timely discussion about how the bond market is impacting the stock market. The conversation starts with a review of the inversion of the yield curve and additional commentary by Brian on the recent movements of the 10-year treasury note. Jeff seeks Brian's expert opinion regarding...

 Following the recent attack on Israel, Jeff Perry and Brian Regan of Asset Management Resources discuss how this geo-political event is impacting the stock and bond markets. Their dialogue extends to the effects on middle east oil production and the possibility of price increases in energy costs across the globe. Jeff and Brian broaden the conversation by considering potential issues if the war e...

Chris Boyd and Jeff Perry discussed "The Rise of the Semi-Retired Life" as published in a recent article in Investopedia.   The segment began with a review of the data which shows that 1 in 4 "retired" people decide to re-enter the workforce.   The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financi...

Dr. Molly Perdue who is the co-founder and Executive Director of the Alzheimer's Family Support Center joined Chris Boyd and Jeff Perry for an informative interview on the extensive services they provide to individuals living with Alzheimer's and other dementia-related diseases.   The lively conversation focused on the value of support groups, care planning, education, and social and cultural prog...

Chris Boyd and Jeff Perry enjoyed a dynamic interview with Plan4Life's co-founder Bob Mauterstock.   Bob is an accomplished speaker, author of 5 books, and sought after authority on the concerns of Baby Boomers and their need to develop a cohesive plan to preserve their financial security and pass on a meaningful legacy to their children.   During this interview, the discussion focused on the phys...

Something More with Chris Boyd Featuring Chris Boyd, Co-host Jeff Perry, and Special Guest Brian Regan Topic: Navigating Credit Cycles in a High-Interest Rate Environment In this riveting episode, Chris and Jeff sit down with Asset Management Resouces Chief Investment Officer Brian Regan to unpack the intricate world of credit cycles and their ripple effects on investment strategies. The trio goes...

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: The Four Threats to the Distribution Phase of Retirement In this episode, Chris and Jeff delve deep into the critical phase of retirement - the distribution phase. Often overlooked, this phase poses its unique challenges, and Chris and Jeff aim to spotlight the four primary threats that retirees face during this time...