Something More with Chris Boyd

Brian reviews recent drivers behind the market, including a split Congress, selection of a U.S. president, relations with China, and momentum with a coronavirus vaccine. He also reviews how certain sectors are affected as we move into a more stable environment (or Act 2 as he calls it). Chris reminds us that a financial plan should include probabilities of success, which along with AMR's Active Al...

On this Veterans Day, Chris welcomes Bill Blaisdell and Joe Taylor from the Cape & Islands Veterans Outreach Center to share the great work that they do to help veterans. Anthony Encarnacion, a highly decorated combat veteran who served the US Army in Iraq, shares his personal story and how the Outreach Center "saved his life". Chris and Cathi review the updated MA Covid-19 Order to help curb the...

Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card usage, etc. Listen to Brian's view on tax-exempt bonds and value stocks. Chris shares some financial planning lessons learned.  

Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors into financial planning. Brian reviews how Trump and Biden compare on a stimulus package and funding infrastructure plans.  

Chris talks about voting options and the coronavirus numbers. Why invest in bonds when interest rates are so low? Brian explains.  

Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help. Karen Gardner, Executive Director of Laurentide at Mashpee Commons, shares information about their senior living residence.  

Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home Edition on November 6th. Melanie Braverman (Co-Founder of Alzheimer's Family Support Center of Cape Cod tells about the services that they provide to...

Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. Chris also talks with Christine Cross, Executive Director, Bridges by EPOCH at Mashpee, about their cognitive care residence.

Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from The Federal Savings Bank who shares how a HECM can make a house function like an IRA or 401k, and the HECM to purchase product.

AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020 to stay current on the latest financial planning resources.  Chris answers a mailbag question "Will social security run out?"

Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both traditional and hybrid products.

Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about financial scam – from home repair, to the black widow, to grandparent scams.

Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm's evolution, rebranding from Brown, Lindquist, Fenuccio, & Raber, and some of their key projects.

Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the "Planning for Medicare: Countdown to 65" webinar at AMRfinancial.com.

Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank's role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing for the forgiveness process.

A widower shares her story – both her financial and personal experiences. Keats Boyd III, President of boydandboydpc.com talks about proactive planning for accessing digital assets (social media, online photos and books, etc.) of a deceased family member.

The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you'd like to receive the AMR paper " Financial Planning for Widowhood ", which provides tips for planning ahead and steps to take after the loss of a spouse, email radio@AMRfinancial.com or call 508-771-8900.

Keats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns, and administering the trust. Chris answers a client's question about investing in stocks.

The AMR team discusses how to prepare for widowhood. Email radio@AMRfinancial.com or call   508-771-8900 if you'd like the AMR paper " Financial Planning for Widowhood ", which provides tips for planning ahead and steps to take after the loss of a spouse.

Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his role as CEO. 

Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a hyperimmune plasma therapy and is a part of the CoVig-19 Plasma Alliance, consisting of top R&D leaders working together for treatment of Covid-19. #financialplanning #retirementreadiness

Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts, life insurance, HELOC, IRA, etc.).

Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy out, etc.) and qualifying requirements. 

Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners and auto insurance. Paul Tardif, Esq. answers "How to I protect myself if provided a promissory note for sold property?".

The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about government stimulus and what taxes may look like under a Trump or Biden administration.