Something More with Chris Boyd

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...

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: On the Brink - The Government Shutdown & Debate In this timely episode, Chris Boyd and Jeff Perry delve into a pressing concern gripping the nation – the looming possibility of a government shutdown. As tension builds in Washington, the duo dissects: The backdrop of the Shutdown   The root of the Debate Impact on Eve...

Something More with Chris Boyd Featuring Chris Boyd, Jeff Perry, and Special Guest Brian Regan Topic: Economic and Market Update GDP Forecast:  The discussion starts with an expected GDP growth rate of 4.9%. With his profound insights into economics, Brian unpacks what this figure might mean for businesses and everyday consumers. 10-year Treasury Rate:  A notable concern is the rapid rise in the 1...

Chris Boyd and Jeff Perry invite James Anthony from Martha's Vineyard Savings Bank to discuss the bank's groundbreaking achievement: becoming the first bank in Massachusetts to earn B Corp Certification. Key Takeaways: What is B Corp Certification?  The hosts and James demystify what it means for a company, especially a bank, to be B Corp Certified, explaining the rigorous social and environmental...

As October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the changes coming to the federal budget as the new fiscal year starts. Key Takeaways: The Federal Budget Explained:  Chris and Jeff simplify the complexities of the federal budget, expl...

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Year Plan:  Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secur...

Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU , a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement. Key Takeaways: The Retirement Redzone Explained:  Learn what the term 'Retirement Red...

  Dive into a captivating special edition of "Something More with Chris Boyd" as we set our sights on the picturesque Cape Cod. In this episode, Chris Boyd is joined by Paul Nedzwicki, the Cape Cod Chamber of Commerce President, to shed light on local issues that hit close to home for many Cape Cod residents. From the bridges that need to be replaced and the unique housing challenges faced by loca...

Retirement planning is more than just numbers—it's about envisioning your future, understanding your desires, and ensuring you're set up to lead the life you've always wanted. In this enlightening episode, Chris and Jeff will: Break down the complexities of retirement planning. Share insights and stories from their extensive experience in the field. Offer guiding principles to help you determine a...

Delve into the intricate maze of college financing with your hosts, Chris Boyd and Jeff Perry, as they chat with Cozy Wittman from CollegeInsideTrack.com. Navigate the world of college affordability as they break down the differences between aid types, scholarships, and the nuances of merit-based support. Cozy sheds light on those tricky loans that often entangle students in a web of debt and shar...

Join Chris Boyd and co-host Jeff Perry in a captivating discussion with Cozy Wittman of CollegeInsideTrack.com. As the daunting world of college planning continues to evolve in 2024, the trio dives deep into the essential questions every prospective student should be armed with during campus visits. Is there such a thing as having too many or too few schools on your list? With the landscape of edu...