Something More With Chris Boyd Show Podcasts

2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides a detailed review of current stock market valuations and offers an optimistic tone for 2024 corporate earnings. The trio reviews the influences of 2024 being an election year and Brian references an article (see link below) he authored on this subject. Jeff expresses his concerns about the mounting national debt. Chris questions Brian on his thoughts about international stock investing and the overall outlook for the bond market. https://wealthpop.com/your-politics-are-very-expensive/ Note – this segment should be Segment 1 in Hour 2 on 01/06/24

$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews the states where $1M in retirement savings will last the longest and the shortest. The pair outlines the actual definition of being a millionaire and Jeff reviews a survey of millionaires and the top 5 professions which create the most millionaires. You will likely be surprised which professions are on this list and which ones are not. https://www.cnbc.com/2024/01/01/how-long-1-million-in-retirement-savings-lasts-in- every-state.html

Year in Review – Chris Boyd and Jeff Perry look back at 2023 and discuss a wide range of topics. The conversation starts out with Chris outlining the market returns for last year and offering commentary on how inflation, higher interest rates, and fears of a recession impacted the markets at different periods during last year. Chris and Jeff go on to discuss geo-political events, including the war in Ukraine and the terrorist attack on Israel.

CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss his primary reason for the merger is to enhance service and resources for the AMR clients. Jeff Perry and Scott Birmingham discuss with Chris some of the benefits clients will see in the coming weeks and months, including additional expertise for unique and complicated issues. Scott also shares his thoughts on financial planning software that should enhance the overall client experience. Chris also reviews what will not be changing after the merger, including that he and Kristen Boyd will remain as the leaders of the AMR Team in the Hyannis Office. The current AMR staff will also remain in their current positions and the level of service to clients will not change. Chris shares that CEO Jeff Dekko of WEG will be a guest of the show in approximately two weeks.   AMR and WEG merger 2024 CEO

Chris Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas of finances, health, spiritual life, relationships, and time management. Jeff highlights the use of SMART goals, which stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. Chris introduces George Kinder’s “Three Questions,” which are Design Your Life, You Have Less Time, and Today’s the Day. Chris, Jeff and Scott discuss how digging into each question in order can help define what things in life truly are the most important to you.   Chris Boyd on goal setting Jeff Perry SMART goals Scott Birmingham life planning Financial goals 2024 Health and wellness planning Spiritual life improvement Relationship and time management George Kinder's Three Questions Personal priority discovery   #NewYearNewGoals2024 #ChrisBoydLifeHacks #SMARTgoalsWithJeff #ScottBirminghamAdvice #FinancialWellnessJourney #HolisticLifePlanning #RelationshipGoals #TimeM

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help boost their financial fitness in the new year. Chris, Scott, and Jeff offer their commentary and suggestions on the five following financial resolutions: 1. Resolution 1: Creating a budget. 2. Resolution 2: Managing your debt. 3. Resolution 3: Optimizing your portfolio. 4. Resolution 4: Preparing for the unexpected. 5. Resolution 5: Protecting your estate. https://www.schwab.com/learn/story/new-years-financial-resolutions-get-your-finances- in-shape   Chris Boyd New Year Resolutions Financial planning 2023 Budgeting and debt management tips Portfolio optimization strategies Estate protection advice Scott Birmingham financial insights Jeff Perry investment strategies Schwab financial resolutions article   #ChrisBoydFinancialTips #NewYearResolutions2023 #BudgetingBas

7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR’s Lead Financial Planner Scott Birmingham and Investment Advisor Representative Jeff Perry. The trio goes into detail regarding how a financial plan should identify your goals and objectives while balancing both priorities of performance and personal risk management. Chris explains a two-meeting process where the client’s interests are paramount. Chris, Scott, and Jeff explain that once one goes through the initial discovery process, AMR analyzes the information and makes specific recommendations of how AMR can help people address their fears and reach their goals.   Chris Boyd Money Makeover Free Portfolio Review Challenge Financial Fun with Chris, Scott, and Jeff DIY Investor Tips from AMR Widow's Guide to Financial Planning Spice Up Your Investment Strategy Personal Finance Transfor

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff go on to review other frequently discussed times that markets are expected to move higher, including the “January effect” and during years of a Presidential election. Jeff suggests that the recent increases in the stock market are connected to a change in the tone for interest rates by the Federal Reserve.     #SantaClausRally #StockMarketTrends #SomethingMoreWithChrisBoyd #JanuaryEffect #PresidentialElectionImpact #MarketPredictions #ChrisBoyd #JeffPerry #FinancialAnalysis #InvestmentStrategies #FederalReserveImpact #EconomicIndicators #HolidayTrading #MarketInsights      Santa Claus Rally Chris Boyd and Jeff Perry Stock Market Analysis January Effect in Stocks Presidential Election and Stock Market Federal Reserve Interest Rates Impact Stock Market Predictions Holid

Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide variety of subjects related to finding and spreading peace and joy, especially during Christmastime. The conversation goes on further to discuss modern television shows, movies, and podcasts and how they are reaching people in a new way. Reverand Daily, Chris and Jeff also share personal reflections on their own faith. #ReflectingOnChristmas #ChrisBoyd #ReverendVincentDaily #ChristmasSpirit #FaithAndJoy #SomethingMoreWithChrisBoyd #ChristmasReflections #PeaceDuringChristmas #ModernFaithMedia #SpiritualConversation #HolidayPodcast #FaithInModernTimes #ChristmasJoy #ReligiousDialogue #SpiritualDirection Christmas Reflections with Chris Boyd Reverend Vincent Daily on Christmas Spiritual Meaning of Christmas Peace and Joy in Christmastime Modern Television and Faith Ch

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below list of the most common mistakes made in retirement. Chris and Jeff also share their own personal reflections and client experiences on each subject.  Counting on your work friends.  Overthinking your purpose.  Embracing inactivity.  Overburdening your spouse.   Over-relying on your children.  Miscalculating your dreams.  Relocating blindly.  Being afraid to spend the kids’ inheritance. Lessons from people who hate retirement:  https://www.bottomlineinc.com/life/retirement-living/lessons-from-people-who-hate- retirement

Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corporate earnings and interest rates for 2024. Jeff specifically questions Brian on sectors of the economy that he prefers and others he might avoid. Chris offers listeners the opportunity for a review of their investment portfolio, and an in-depth follow-up analysis of how this all fits into their individual financial plan.

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan.  The pair starts off with a discussion of the different feelings and emotions that people have when talking about their own mortality.  Chris and Jeff go into a variety of issues including the impacts long-term care, major purchases and inflation have on the ability to make your funds last for your lifetime.  Chris and Jeff then review recent data on the different ages to take social security benefits and what individuals should consider when making such decisions. https://finance.yahoo.com/news/most-americans-dont-understand-this-key-metric-when-planning-for-retirement-130210068.html https://www.fool.com/retirement/2023/12/10/new-data-from-the-cdc-reveals-the-optimal-age-to-c/   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd:  https://amrfinancial.com/radio/ https://www.fa

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for long-term care needs. Simplifying your financial life. Planning to retire TO something, not FROM something. Developing a daily routine for retirement. Spending your money. To read the mentioned article on this subject, see the link below: https://www.kiplinger.com/retirement/retirement-checklist-are-you-ready-to-retire If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd:  https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd  https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd #SMwCB #RetirementChecklist #RetirementPlanning #Medicare #Medigap #LongTermCare #FinancialSimplicity #RetireWithPurpose #DailyR

In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden.  Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to consider before year’s end.  The pair talks about ways to defer income into 2024 and accelerate deductions for 2023.  Chris and Jeff next go into the subject of locking in capital losses. This topic naturally transitions into the issues with mutual fund capital gain distributions and how to best avoid and plan for investment income taxes.  Jeff reminds listeners to make their quarterly estimated income tax payments.  As the segment concludes, the pair discusses current tax rates and the likelihood of higher taxes in 2026, when the Tax Cuts and Job Act expire.  Chris and Jeff wrap up the segment sharing their thoughts on Roth conversions and when they make the most sense. https://www.barrons.com/articles/taxes-inflation-deductions-brackets-roth-ira-e880ee33?st=ujq7offcrloh18

In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment.  Chris and Jeff discuss how the change in the Federal Reserve language (based on the above-mentioned financial data) has led to a rally in stocks and bonds this week.  Jeff wonders if the Santa Clause Rally has come a little early this year.  Jeff also points out that stock traders often miss such market rallies by being out of the market at the wrong time. Chris concludes the episode by considering what impacts the likely decreasing interest rate environment will have on 2024 returns in the bond and stock markets. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd:  https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd  https://www.instagram.com/somethingmor

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally declines as one ages. Chris goes on to share his experience and advice on making changes to one’s investment portfolio and maintaining a proper allocation of investments to be able to reach your financial goals, while being comfortable with the level of risk you are taking. The need for investment diversification is discussed in great detail. Chris and Jeff go in depth with their thoughts of different investments and products that are available to meet an individual’s particular circumstances. The segment concludes with a reminder to work with an advisor who is a fiduciary and to have a full understanding as to how your advisor is compensated.  If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole Act of 1980, the government retains certain rights on any products produced through a public-private partnership using federal funding. Chris and Jeff note that this never-before used power of the Federal government is concerning for both constitutional and commerce perspectives. The conversation takes a natural path to other actions by former Presidents (Republican and Democrat) which have led to an expansion of the power of the President. Chris and Jeff further the conversation by reviewing the most recent Republican Presidential debate and how some Republican candidates seem to embrace the expansion of Presidential power.   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://

Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton shares stories about providing relief services to local Cape Cod families after fires and other support provided to those in crisis. The conversation goes further to ways the Red Cross helps families and communities prepare for emergencies, including weather related situations and the subsequent need for community shelters. Other areas discussed are blood donations, CPR training, services to our Armed Forces, and international services. Chris Boyd concludes the episode by pointing out that those individuals currently taking required minimum distributions from an IRA may want to consider a QUALIFIED CHARITIABLE DISTRIBUTION.     If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https:

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to start preparing so you're in great shape when the time comes.”   Chris and Jeff cover the first half of the article, which includes:  Save what you can and think about how you want to live.  Fine-tune your investments — allocation, allocation, allocation.   Go prospecting — look for money you may have forgotten about.  Make plans and give them test drives. In a future segment, Chris and Jeff will continue this discussion on the remainder of the Retirement Checklist. To read the mentioned article on this subject, see the link below: https://www.kiplinger.com/retirement/retirement-plans/checklist-for-retirement-planning If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/Some

Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal and professional history of Mr. Munger and how he and Warren Buffet became close friends and business partners. Brian shares many of the financial lessons that he has learned from Mr. Munger. Jeff reminds listeners that not only was Mr. Munger a hugely successful investor, but that he lived a generous, humble life and often used humor in his conversations. Chris reflects on several quotes and principles of Mr. Munger and how his simple business methods and patience proved successful for decades. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-890