Something More With Chris Boyd Show Podcasts

As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from “The First Encounter” through the fifty years of peace that followed, and ending with King Philip’s War. The book also highlights the mutually dependent relationship between the Pilgrims and the indigenous Wampanoags that is documented in the painting by Rinaldo of The First Thanksgiving, 1621.  In this episode the group furthers the conversation by talking about issues of trade, how the use of wampum rose and fell and the different concepts of value that came into play during this time period. The discussion also focuses on the differences of how native Indian people, the Dutch, and the English viewed land ownership. The segment concludes with the concept of gratitude and thanksgiving.     If you need help with financial planning issues don’t hesitate to reach out to Asset

If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of Cantor Fitzgerald Asset Management. The discussion starts off with a lesson in 1031 exchanges, which is an exchange or swap of one real estate investment property for another, that in certain circumstances allows capital gain taxes to be deferred. Next on this episode’s agenda is a detailed outline of the Delaware Statutory Trust (DST). A DST is a real estate investment vehicle that allows investors to reinvest the proceeds from the sale of a property into a trust that holds a diversified portfolio of income-producing properties. For the final part of this episode, the trio has an informative conversation regarding investing in the Qualified Opportunity Zone Program. Jay describes the Opportunity Zone incentive as an economic development tool that supports economic growt

CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class- action lawsuit of Sitzer v. the National Association of Realtors alleged that the NAR artificially and unfairly inflated agent commissions. In this context, Chris, Scott, and Jeff explore related questions that have been brought forward as to who real estate agents actually represent. Further questions of proper disclosures and consumer awareness are part of the dialogue. Chris, Scott, and Jeff also discuss how these issues relate to financial advisors. Chris emphasizes the importance of working with a Fiduciary (putting the client’s best interests first) and making sure you know how people who work for you are compensated. If you need help with financial planning issues don’

In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of a “nest egg” do I need? Chris offers his thoughts about the many different variables on the subject. Next up, the pair discusses the issues of the correct asset allocation, risk tolerance and how they are related to building a stable cash flow plan in retirement. Jeff stresses the importance of sharing your questions, fears, desires, and dreams with your financial advisor. 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

With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax reductions for volunteer services provided to a local government. Chris and Jeff suggest to those who are able to maximize contributions to their retirement plans before the end of the year. Jeff reminds listeners to make sure that quarterly tax payments are made on time. Jeff brings up the subject of 179 deductions for business owners. Chris furthers the conversation by discussing the value of Roth conversions and the options for charitable giving. 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/SMore

To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the Military & Veteran Services Advisor at Cape Cod Community College. During the segment John goes into detail about his own military service as well as a program he helped start to train police officers to be better able to assist veterans in crisis. John, Chris, and Jeff go into a detailed discussion of the various charitable groups on Cape Cod who work to provide services to Veterans and those currently in the military. John recounts his involvement with Heroes in Transition (HIT), the Ruck Run and various other services and programs offered by HIT. The segment ends with a thank you to all Veterans for their service to our Country. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics starting with the new Speaker of the House of Representatives, who he is, is he operating with the same House Rules and what to expect to be his legislative agenda. As the conversation continues, they explore the concerns of the government’s shutdown looming next week and the mounting cost of the national debt. Chris questions Michael on the various geo- political concerns and how this impacts the markets. The episode wraps up with a review of the regulatory environment for investors and advisors. 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/somethingmo

In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack. Next up they discuss other potential geo- political concerns, including the extended war in Ukraine and the fear such conflicts expanding to potentially include Iran, North Korea and China. Chris and Jeff next dive into the recent commentary from the Federal Reserve and the continued pause on increasing the Federal Funds rate. Jeff and Chris close out the segment with a dialogue on the Treasury’s growing need to sell additional bond securities to fund the United States growing national debt. 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:

As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth conversions, taking IRA required minimum distributions, planning to minimize capital gains taxes, protecting against unneeded Medicare premium increases, and considering the best options/methods for charitable giving. Chris also reminds people to be thoughtful and intentional during the holiday period regarding spending and gifting. The pair discusses how easy it is to overspend during the holiday period. To read the article referenced during this segment, see the link below: https://www.kiplinger.com/retirement/tax-moves-retirees-should-consider-before-end-of- year 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.

The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether purchasing long- term care insurance is a good option to consider. The pair goes back and forth on the pros and cons of long-term care insurance. To put things into a larger perspective, Chris and Jeff review the recent data related to the likelihood of having a long-term care need, the average length of stay, and the likely cost. The pair discusses options other than insurance to consider when preparing a financial plan. 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

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates for residents and non-residents of Massachusetts. The trio also reviews the changes to the short-term capital gains rates which are now in effect for this year. Attorney Boyd ends the segment by putting all of these issues into the broader estate planning process and offers general advice regarding how often an estate plan should be reviewed. 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

Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the political headwinds, the conversation flows to the challenges that Congress is facing with the looming November 17 th budget deadline. Other issues discussed are President Biden’s proposal for aid to Israel and Ukraine. This dialogue naturally flows to the growing concerns of the 33 trillion dollars of national debt and how it ultimately will have broader consequences to spending and taxation. 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

Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross Domestic Product (GDP) report. The conversation develops into a broad range of economic measurements, including interest rates, unemployment data and corporate earnings. Brian provides commentary on several recent corporate earnings reports, such as Google, Microsoft, and Amazon. For more information about the efforts of the Cape and Islands United Way, click the link below: https://www.capeandislandsuw.org/   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

Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants and assistance that the United Way offers focusing on assisting organizations who provide respite services to those providing care to individuals suffering from Alzheimer’s disease. The conversation continues to the growing migrant crisis that Cape Cod is facing and the specific challenges that the migrant children are facing. For more information about the efforts of the Cape and Islands United Way, click the link below: https://www.capeandislandsuw.org/   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.

Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments on how a Durable Power of Attorney works and when it is appropriate to have one in place. Scott next answers a question on how to choose a qualified Financial Planner as Jeff suggests three key questions to ask anyone in the financial services industry. The segment concludes with a lively analysis of how best to approach a withdrawal plan for your retirement assets. 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

Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-life advice when confronting a pending separation. During the conversation Jeff and Scott reference a recent article published at Yahoo Finance, which outlines 13 common mistakes made when older couples divorce. This article can be reviewed at the link below: https://finance.yahoo.com/news/13-mistakes-avoid-divorcing-over-154803276.html   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

Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed commentary concerning how geo-politics is impacting the stock and the bond market. While Jeff and Brian focus on the recent attack on Israel, the pair also discuss the Russian invasion of Ukraine and the related impacts to China and the United States. The segment concludes with a brief description of the other webinar subjects of Artificial Intelligence and student loan repayment. 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

Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce. The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financial need. The pair also discussed the positive impacts of boosting social security benefits, delaying retirement funds withdrawal, having a purpose in society and the social connections made while working part-time. Chris Boyd reminded listeners to check out their recent Retirement Red Zone webinar which can be found at https://www.youtube.com/watch?v=wOnIlD2z1RI   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.instagra

Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infidelity, having a “mine” mentality, hiding money and failing to disclose spending can have a devasting impact on relationships. Scott and Jeff provide advice on how to create and maintain a healthy relationship by setting shared financial goals, having periodic family financial meetings, and using a “we” tone when discussing potential issues of financial differences. For future reading on this topic, Jeff suggests listeners review an article about this subject recently published in Bottom Line magazine. https://www.bottomlineinc.com/life/family- finances/how-to-handle-marriage-and-money 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.faceboo

Asset Management Resources Chartered Financial Analyst Brian Regan joins guest host Jeff Perry for an informative and timely discussion about how the bond market is impacting the stock market. The conversation starts with a review of the inversion of the yield curve and additional commentary by Brian on the recent movements of the 10-year treasury note. Jeff seeks Brian’s expert opinion regarding the likelihood of a recession in the near future. With a rising national debt and budget deficits, Brian and Jeff discuss the possibility of the United States Treasury potential need to pay higher rates on bonds to attract an adequate level of buyers to service our debt. 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