Something More With Chris Boyd Show Podcasts

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job. After, Senior Vice President of The Federal Savings Bank, Bob Tranchell, joins the show, covering reverse mortgages. He talks about Home Equity Conversion Mortgages (HECMs), Home Equity Lines of Credit (HELOCs), how to qualify for a reverse mortgage, and how they help people prepare for their future. The team shifts gears to recognize Business Etiquette Week, sharing best practices when it comes to business communication, presentation, and behavior in the workplace. 

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the implications this has on inflation and commodity markets. Brian explains what oil production in the United States looks like. After, Wealth Advisor, Jeff Tomaneng, CFP®, joins the show as the gang gets into what clients should expect from the average financial advisor/planner, mentioning asset classes and risk profiles.

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community. CIO, Brian Regan, CFA®, Marketing Director, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, join the show to discuss current market outlooks, giving historical comparisons on inflation and further economic factors. After, Brian and Scott answer a few client mailbag questions on commodity investing, required minimum distribution, and financial goals during high inflation. After, some of the team then gets a chance to share their favorite summer pastimes and what they have planned for the summer ahead.

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. They get into mistakes investors make in volatile markets and discuss having a long-term market outlook, buying stocks at a discount, diversification and inflation. Michelle DeSilva from Cape Cod Cares for the Troops joins the show to talk about their work for American Veterans everywhere. They mention Memorial Day and honor American troops that made the ultimate sacrifice. They discuss the impact the non-profit has on American troops all over the world, and the services they prioritize everyday.

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is doing, what makes stocks attractive and more. Wealth Advisor, Jeff Tomaneng, CFP®, joins the show covering how to cut back on personal spending during an inflationary environment, detailing cashflows and expenses. Marketing Director, Cathi Ingersoll, joins to share information on AMR's upcoming Financial Planning webinar (June 8th @ 10am ET), which covers property and casualty insurance, and "Spending your Kids' Inheritance."

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®, joins to continue to share "The Ten Things [He] Learned from 40 Years of Financial Planning." Mike covers the importance of investing into a retirement or savings program earlier than later, difference between good debt and bad debt, not forsaking secondhand, and more.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins and discusses turbulent market conditions, mentions a bear market outlook and covers main reasons for big sell-offs.

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market is vs a correction, changing dynamics and more. After, Investment Advisor Representative, Mike Perna, CFP®, joins the show to discuss his recent write-up, "The Ten Most Important Things I Learned in 40 Years of Financial Planning." Chris and Jeff close out the show sharing a few clips from past economists that have been on the show.

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal Reserve's implementation of a tighter monetary policy, rising interest rates, current stock market conditions, and much more, explaining the implications of them all. 

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest callers and great commentary from the team.

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of inflation, life insurance, long-term care insurance, cryptocurrency, and more. AMR's Marketing Director, Cathi Ingersoll, joins to close the show to discuss the show's 15-Year Anniversary show airing live on Saturday, May 7th.

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, and IAR, Mike Perna, CFP®, MBA, to talk about retirement planning within saving and investing. They discuss systematic savings through different avenues, the important decision of retiring, how not to run out of money in retirement, long term care, and much more. Listen through as Jeff asks AMR's advisors a few financial literacy questions.

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In recognition of National Volunteer Month, Brian and AMR Wealth Advisor, Jeff Tomaneng, CFP®, talk about their volunteer work in their respective communities, and discussing the importance of giving back to the community you’re involved in. After, more of the team joins the show to talk about the changing dynamics of market conditions. They cover the Secure Act 2.0, discussing the implications of raising the Required Minimum Distribution age. Later, they get into Home Equity Line of Credits (HELOC), what it is and how it can be beneficial. 

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing dynamics of market conditions, starting with the recent drop in Netflix stock price, and further discussing trends in subscription model companies.  They later tackle how 48% of Americans with incomes over $100k are living paycheck to paycheck, and cover the importance of saving and growing your cashflow. They further explain the 4% rule of retirement and discuss appropriate withdrawal rates. 

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United Way's roots of volunteerism are led by encouragement and support in their community. Their most important issue to focus on today is housing. 

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflation, gas prices, interest rates, and the war in Ukraine, Brian and Chris shed light on positive news that we can take away from current economic environments. They discuss how the Federal Reserve is being combative toward such gloomy conditions and what it all can mean for the near future.

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to talk about what financial literacy means to him and answers a finance question on bonds. Later, Brian explains what a recession is and what the effects of current economic and geopolitical circumstances mean. AMR's Marketing Director, Cathi Ingersoll, joins to wrap up the show to discuss AMR's upcoming webinar, the show's 15 year anniversary, and Financial Literacy month.

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff Tomaneng, CFP®, joins for the later three segments to share his thoughts on the importance of financial literacy in the school system, the benefits of educating the youth on finance, money values, and more. He also answers some financial literacy questions on healthcare costs and average retirement age.

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of the U.S. Dollar. Chris looks forward to the 15 year anniversary of the Something More with Chris Boyd show on May 5th, and talks about the times and the changed environments over the years. The team discusses the Great Resignation, its implications on the job market, and what to think about if you plan on taking part in it.  Chris is joined by Sullivan & Sullivan Auctioneers, LLC to talk about their Real Estate auction work in the community. The discuss how the auction business works, how they operate, and upcoming events.

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The team then discusses ways the Federal Reserve combats inflation, economic increase rates, the concept of money supply, and implications of rising interest rates. 

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on stock and bond markets. They discuss the benefits of maintaining a diverse portfolio through strategic asset allocation. AMR's IAR, Mike Perna, CFP®, joins the show to unravel hidden tax traps and mistakes people make when filing their taxes. He also shares tips on how to avoid these tax inconeveniences.