Something More With Chris Boyd Show Podcasts

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance.  They further discuss rising interest rates, the role the government plays on U.S. free markets, and current economic conditions given domestic and geopolitical events, and their implications on the world abroad.  Later, they lighten the conversation up with a mention of the Oscars. 

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical conditions. Jeff and AMR's Marketing Director, Cathi Ingersoll, introduce Something More Mentoring (SMM) program: a new program hosted by AMR and mentored by Jeff Perry, JD.  If someone you know has personal and financial goals, but doesn't know where to begin in managing their financial obligations, look no further. The SMM program provides a personal finance coach that leads you through a valuable education process. Nicole Spencer, Executive Director of Heroes in Transition, closes out the show to discuss how they support local veterans and to talk about their annual Ruck race coming up April 29-30.

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the current situation in Ukraine and cover ways we can help Ukrainians. Jeff is then joined by special guest, Dave Sampson, Vice President at Thrive, to talk about cybersecurity. Whether you’re an individual, a small business or a large one, Jeff and Dave go over the importance of how to stay protected from cyber attacks and best practices people should consider when trying to stay vigilant.

CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period.  After, Chris and Scott are joined by Mike Perna, CFP®, an Investment Advisor Representative at AMR. He discusses things that trigger audits, and shares tips on how to avoid making typical mistakes during tax time. Later, AMR's Marketing Director, Cathi Ingersoll, joins the team and unpacks client questions that came through the mailbag.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Investment Advisor Representative, Jeff Perry, JD. The team discusses market conditions in the midst of geopolitical conflicts, inflation and interest rates, and how leveraging different investment options can be of benefit. 

In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, discovers refinance options, and guides home buyers through the process.  Kristi answers questions on mortgage rates and how they can vary based on credit, trends she sees in the housing market, different types of loans her company offers, and much more. Kristi's Contact Information: Website: www.kristicurling.com Phone: (817) 487-2015 Email: kcurling@peopleshomeequity.com LinkedIn: https://www.linkedin.com/in/kristi-curling-838243109

CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections. Chris is then joined by Savannah Fabbio, a Loan Officer at Shamrock Home Loans, to discuss current home demands, current rates, different loan options, refinancing, and more. Savannah's Contact Information: Website: SavannahFabbio.ShamrockHomeLoans.com Phone: (508) 317-8183 Email: savannah.fabbio@shamrockhomeloans.com LinkedIn: https://www.linkedin.com/in/savannah-fabbio/

AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to discuss the economic implications of the Ukraine/Russia war, what Russian sanctions mean, how they are affecting Russia's economy in larger ways that we might think and much more.

Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce joins us, detailing some of the Cape's seasonal economic and societal dynamics. Special Guest - Tina Tuggle, VP of Community Impact for the Tennessee Titans joins us, describing her journey helping NFL players transition into the league, serve their community, and make an impact.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit.  Special guest Bob Powell, CFP®, joins the show and talks about his involvement in a variety of ventures. Bob is a wealth of financial information, and him and the team get into an assortment of topics ranging from current risks in the market, inflation, asset allocation, cryptocurrency, and more. 

Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing retirement assets. A market update is covered by AMR's Chief Investment Officer, Brian Regan, CFA®. He shares his thoughts on volatility and inflation in the stock market. Later, he defines what Alpha and Beta measurements are.

Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams.  Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomaneng, CFP®, joins the show to talk about mistakes people make when hiring a Financial Advisor.

The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations.   After, the team gets into how couples can share their financial accounts and responsibilities and the benefits of doing so. Along with that, AMR talks about four ways to manage personal finances by doing less. 

Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones.  Later, the team covers the prevalence of financial scams and how well-known celebrities were affected by such events. 

Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge.  Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to update us on market news, covering changes with inflation, interest rates, and other environmental conditions and how they have affected recent earning reports. Brian talks on specific companies, their performance, and what's new. How much do geopolitical concerns affect investment decisions? Listen to Brian get into it all. 

Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead.  After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life's circumstances. Communication being a large part of this discussion, the AMR Team answers questions as to when the best time to discuss these matters are.

Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax preparations. They cover knowing when to file taxes on your own vs with a professional, along with how consulting with a financial advisor can help you earn credits you might not know you qualify for. Later, the AMR Team gives insight on tips for what to look for when selecting a financial advisor. Looking for structures that align with your best interest is a good starting point.

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs, what they both mean and what investing in them looks like.  Team AMR steps out of their box and talks about real estate in the Metaverse. The new concept takes the team to mention what investing in digital assets in the Metaverse can mean and if it shows a sustainable future.

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of communication.  What does it mean to have life insurance? Why is it important to have the financial resources you need and want for your family? What type of life insurance should you have? It's all discussed here. 

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting consists of suggestions, highlighting hidden risks and identifying areas to improve on.  Chris is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review AMR's recent Economic & Market Update webinar. Chris and Brian mention how stocks performed in 2021 with high levels of earnings growth and market performance, along with analyze what the market has to offer in 2022 with a shift in government spending levels and more.