Something More With Chris Boyd Show Podcasts

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances. Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how employment numbers are potentially affecting the markets. The Team revisits the Secure Act 2.0, mentioning a graduated RMD adjustment and other significant changes that can benefit people who are in or approaching retirement.

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation, visit www.NeedyFund.org or call (508) 778-5661. Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives detail to the two-meeting process that consists of a comprehensive look into your financial circumstances to provide a holistic examination of your financial plan.   CIO Brian Regan, CFA®, joins Chris to discuss the impact of 2022’s market drivers, how they contributed to heavier market volatility, and how that might change in the new year. Brian discusses potential conditions and changes of inflation and the likelihood of a recession in 2023. He goes on to share what he thinks the logistics of a recession would be like and how this new year’s outlook can affect investors.

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting as a charitable community trust for the Cape Cod area. They work with donors, individuals, families, businesses and other non-profits and community groups to establish funds with The Cape Cod Foundation, which are pooled, invested, and distributed back into the community in the form of grants and scholarships. Kristen shares with us how they prioritize community needs and the many initiatives they have going on. After, we are joined by Rabbi David Grossman of Temple Beth Sholom to discuss his journey on becoming a Rabbi, and the origins of Hanukkah and its significance to the Jewish community today. He goes on to explain what a miracle is, the role God plays in our everyday lives, and the quality of gratefulness in a person. Shifting gears, Chris and Jeff wrap up the sho

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s actions on Wednesday and what it all means. Brian explains how an inverted yield curve is a predictor and a cause of recession and shares positive outlook on the odds of a soft landing. Retail sales report show that consumers are feeling the effects of inflation. The team talks about it as Brian shares how he enjoys performing hands-on research on retail supply. This has the team explain how market movements and economic movements don’t necessarily coincide simultaneously, and how it bakes into the Feds decisions when combatting inflation. Brian has his Cramer moment as he shares strong feelings toward the cryptocurrency space and comments on FTX and Binance.

Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm, and the importance of making informed decisions. CIO Brian Regan, CFA®, explains what a year-end Santa Clause rally is and what it means for markets. The Team discusses the implications of year-end investing patterns and investing frustrations that arise during market down times. They later discuss whether well-known commentators are worth following. Chris, Jeff, and Brian share what shows they are currently watching and more.

Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind “Something More.” Chris gives reflection to and explains what “Something More” means to him and shares how acting as a fulfillment facilitator, focusing on positive, educational, and personal finance topics, is part of the program. Chris and Jeff discuss (un)employment rates as implications of the Federal Reserve’s actions and what we could see ahead. Bad news for unemployment, but good news for the economy, show a continued increase in unemployment claims – a sign that the Fed is effectively slowing down the economy. They later get into ESG considerations and recent issues that have arisen in this investing space that is growing popularity.

Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year, mentioning statistics that illustrate December as the largest donating month of the year. Mark shares the story of the United Way’s mission and the impact they make on the Cape Cod community through their grant programs for small to large projects, which focus on education, health (food security included), financial stability, and affordable housing. They speak on ways to give, volunteerism, and more. CIO Brian Regan, CFA®, joins to discuss market and financial news related to the implications of the recent comments made by Federal Reserve Chairman Jerome Powell. Jeff and Brian mention recession possibilities, a near-term bottom for the stock market, diversified asset allocation, and real estate. Brian shares his growth in optimism from six months ago and much more. Marketing Director Cathi Ingersoll joins Jeff to talk about and pay tribute to Christine McVi

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County’s drug, alcohol, and mental health rehabilitation efforts and its effects on recidivism rates in the area. After, AMR's Wealth Advisor Jeff Tomaneng, CFP®, joins the show to talk about holiday shopping, planning, and budgeting.

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian’s recent article New World Order or Continued Global Economy? published on TheStreet.com. They get into a geopolitical discussion, and then cover financial market news as Brian shares his opposition to the cryptocurrency market.

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen discuss AMR as a toy drop-off location for Toys for Tots and an AMR social media marketing campaign of asking advisors of a great piece of financial advice.

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a discussion of the US dollar. Brian shares where he would take the economy if he was chairman of the Federal Reserve. Chris and Jeff shift gears to talk about the holiday season and share AMR’s involvement in the community, acting as a toy drop-off location for Toys for Tots.

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan’s venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to entry and the involvement of political regulation. Dan expresses his interest in electric airplanes and sustainable aviation. The team gets into the evolution of climate change sentiments. The team mentions recent political news to have a political discussion.

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags and 53 Mayflower-surviving pilgrims, “The First Thanksgiving – 1621.” She shares how she got involved in creating this piece, the steps she took in constructing the image, and where her painting is today.  Karen and Kevin talk about their journey in what led them to self-publish their book. They speak on spiritual value in the native population, sacrifice, and having a philosophy to better understand people. In the Wake of the Mayflower (book): https://www.plimoth.com/products/in-the-wake-of-the-mayflower Chris and Jeff shift to talk about election results and sentiments relating to where we might be headed as a nation.

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured month-over-month and year-over-year. They take into consideration and discuss the implications of the lag time between data points. Brian shares his thoughts on energy while looking at crude oil prices. They talk about inflation, the Federal Reserve’s actions based on real-time and backwards looking data. Brian and Jeff share their thoughts on issues in cryptocurrency markets, commenting on FTX, Bitcoin, and more.

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center’s Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on Cape Cod through expanding programs like their food pantry, housing services, counseling and case management services, and transportation services for Veterans and their families. Barbara and Bill express their openness in accepting and ease of qualifications in helping US Veterans from all over in any way they can through their services mentioned. They talk about the importance of supporting Veterans through their partnerships and services. They promote their Veterans Day program, sponsored jointly with the town of Barnstable, will be held on the second floor of the Barnstable Townhall at 10:30 AM on Veterans Day preceded at 9:30 by a memorial service on the green just outside of town hall. The general public is encouraged to attend both events. There is no fee

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their points of views and many of the possible outcomes from this year’s election. They later get into ballot questions and the implications of a “yes” vote and a “no” vote.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services. How likely is a recession and when will that occur? Brian shares an investors sentiment based on the S&P 500 being forward looking and earnings being backward looking. Brian shares bull and bear cases for specific stocks. Chris and Jeff discuss scenarios of lost 401k’s and collections of investments. They get into what can be done and realities with retirement accounts in these scenarios. Chris and Jeff cover 7 things not to do when you retire in regard to retirement spending, social security, spending investment capital, debt, inheritance, healthcare, and planning.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your financial plan. Joining Chris and Jeff is Bob Vandy, President of Advisor Insurance Brokers, to discuss how to manage and deal with long-term care risks.

Joining us is Tim O’Connell, Founder and President of Tommy’s Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares his story how of what led him on this journey and how he made his dream to help families fighting cancer a reality. Named after the Founder of the Falmouth Road Race Tommy Leonard, Tommy’s Place strives for a Walt Disney type experience and is a place for families to relax, make memories, and have fun. Their significant impact on the greater community is expanding with a new home in Centerville, MA.  https://tommysplace.org/ Chris and Jeff are joined by Matthew Lee, Esq., Partner at Tocci & Lee, LLC, to discuss the implications of legal and illegal immigrants in America and how they tie into America’s labor market. They cover how to keep America’s economic engine sustaining amid many facing challenges. Matt talks about his work as an immigration attorney that help companies in the Centerville, MA area hire available legal workers.  https://toccilee.co