Something More with Chris Boyd

Is Social Security going to be around when you need it?  Chris and Jeff talk about a CNBC Social Security poll that shows bi-partisan support for reducing benefits for high earners, raising the amount of Social Security benefits, raising the retirement age, and increasing payroll tax.  They discuss a Schwab article about when to take Social Security and how much you can withdraw annually from your...

MA State Rep. Steven Xiharos shares his experience being a Gold Star Father of his son Nicholas and what Memorial Day means to him. Michelle DeSilva, Cape Cod Cares for the Troops, discusses their annual Troops in the Spotlight event.

The AMR team talks about the #market – how is it doing, biases people may have– political or fear, and bank credit tightening. They also review a couple of lessons learned – portfolio allocation and quick money. #financialplanning #investments #stocks

Guest David Walker, US Comptroller General of the United States from 1998-2008 and advocate for federal fiscal responsibility, talks with Chris and Jeff Perry about the dangers if the deficit is left untreated. Recorded on May 18, 2023.

Chris and Jeff discuss the debt ceiling and the politics around it. They also cover Social Security Reform and the Windfall Elimination Provision (WEP). With graduation season underway, they discuss the job situation and the importance of financial literacy for new grads. 

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Jean Chatzky. Jean is an award-winning journalist, podcast host, radio show co-host, and CEO and founder of the HerMoney Podcast. She joins us to discuss the unique financial challenges women face in the workplace and in life. Chris and Jeff get into personal finance, discuss financial planning matters, and bring up the importance of budg...

Host and CEO Chris Boyd, CFP®, and Jeff Perry, JD, are joined by Chris's mother, Ina Boyd, to share stories and express appreciation for all mothers out there. AMR team members express their gratitude and share lessons from their moms.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and strategies that can increase your understanding of social security and Medicare. As different people view debt differently, the team brings up types of...

We are joined by Nicole Spencer, Executive Director of Heroes in Transition (HIT), to discuss HIT's 8th annual Ruck race. The 200+ mile race runs through all 15 towns on Cape Cod, is roughly 36 hours in duration, and raises funds for HIT's continuing effort to never leave a fallen hero behind. Visit https://heroesintransition.org/ for more information.  

Something More with Chris Boyd celebrates its 16-year anniversary. Chris reflects on the start of the show and his firm. Chris and Jeff discuss the Federal Reserve's recent decision of another Fed funds rate hike, their goals of slowing the economy and how it has affected markets. They talk about moments of difficulty and challenge with recent bank failures and ask about the value of these banks....

Host and IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, take the hour to discuss financial matters. They start by giving an economic and market update by commenting on GDP numbers, how the stock market is priced, the role earnings and interest rates has on stocks, employment rates, the Federal Reserve's actions, and consumer sentiment. Brian then reviews corporate earnings and shares his impressio...

Host and IAR Jeff Perry, JD, is joined by AMR's Lead Financial Planner and Chief Compliance Officer, Scott Birmingham, CFP®. They discuss what it costs to retire comfortably by considering how standard of living and cost of living impact a financial plan. We are joined by Sandwich Town Clerk Taylor White to discuss the importance of local elections, how each vote is more potent than in national el...

CEO Chris Boyd, CFP®, and social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell, continue their discussion on social security, Medicare, and retirement matters, giving insight to callers with personal inquiries.

CEO Chris Boyd, CFP®, is joined by social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell. They discuss all things social security and medicare on this first hour of the program, where they take a number of on-air callers to answer questions about their retirement concerns specific to social security, medicare, and more.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by retired Congressman and Texas State Representative Lamar Smith of the 21 st district of Texas. He discusses his work in congress, how he dealt with political oppositions, his endeavor for bipartisanship and civility between Democrats and Republicans, and how to find common ground. They get into why we are seeing fewer people in the middle...

Chris and Jeff open with an outline of the show and promote our upcoming live show on Saturday, April 22 with Marcia Mantell, who is a social security expert and owner of Mantell Retirement Consulting. We are then joined by Senior Vice President of The Federal Savings Bank, Bob Tranchell. Bob is a reverse mortgage expert and explains to us the benefits of using a reverse mortgage, factors that det...

IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping track of your goals and financial planning. CIO Brian Regan, CFA®, joins to give commentary on Q1 market returns. Brian shares his disconcertment on fraudulent and misleading in...

We are joined by Pastor Ben Feldott of Cape Cod Church to discuss the meaning of Easter and how it's the story that defines people of the Christian faith. He talks about the stories of Jesus, the ambiguous origin of the word "Easter," and the celebration of the resurrection. Pastor Ben shares with us what his Church gets into during Easter, how he and his family celebrate, the importance of giving...

We are joined by Annie Hart Cool, real estate agent from Sotheby's International Realty, and Savannah Fabbio, VP regional manager at Shamrock Home Loans. We discuss current real estate conditions on Cape Cod and important factors to consider when hiring a real estate agent. Later, we get into the fluctuation of mortgage rates, how it affects confidence in the market, and how credit and debt can dr...

CEO Chris Boyd, CFP®, CIO Brian Regan, CFA®, and IAR Jeff Perry, JD, give financial planning advice based on an example geared toward to the middle aged couples with kids. What are the things a person in that demographic and situation should consider and take advantage of to make sure their finances are in right order? Chris and Jeff share their insights on the matter. Brian talks about the import...

CEO Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss a filing by the SEC that is charging a Massachusetts based Investment Advisor firm for unethical business practice, not disclosing significant compensations, and for various wrong doings. Chris describes the allegations as a blemish on an industry that is built on trust. They go on to talk about the importance of fiduciaries and...

Host Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss climate change and its potential impacts, along with getting into risk management when it comes to finding your financial advisor. CIO Brian Regan, CFA®, gives an FOMC meeting update and talks about what it means for future interest rates, inflation, and recession concerns. The team discusses credit lending measures, the importa...

With a global population size of 8 billion people, what are our current challenges and what will we contend with at current population rates? We are joined by Ken Gronbach, a demographer, futurist, and CEO/founder of KGC Direct, LLC, to discuss how demographics affect economies at large and the implications for America and other global nations. Ken shares perspective on the changing dynamics withi...

CEO Chris Boyd, CFP®, and CIO Brian Regan, CFA®, talk about what happened with the recent bank failures, the logistics behind Federal Reserve and FDIC actions, lessons investors should take, and the market's response to all of this. They discuss how these events will affect CPI and Federal Reserve expectations at the March FOMC meeting with regard to interest rates and combatting inflation moving...

Chris and Jeff continue their conversation on Medicare reforms that are being proposed by the Biden Administration. They discuss how Medicare is struggling in keeping up the ability to pay out premiums coming out of payroll taxes, what the government is doing about it, and how it will affect today's demographic currently using Medicare. Evaluating financial advisors is challenging, especially when...