Something More With Chris Boyd Show Podcasts

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

 Following the recent attack on Israel, Jeff Perry and Brian Regan of Asset Management Resources discuss how this geo-political event is impacting the stock and bond markets. Their dialogue extends to the effects on middle east oil production and the possibility of price increases in energy costs across the globe. Jeff and Brian broaden the conversation by considering potential issues if the war escalates with involvement by Iran and other middle east countries. The segment ends with the pair imparting some general financial advice for investors in times of geo-political concerns. 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.insta

Dr. Molly Perdue who is the co-founder and Executive Director of the Alzheimer’s Family Support Center joined Chris Boyd and Jeff Perry for an informative interview on the extensive services they provide to individuals living with Alzheimer’s and other dementia-related diseases.  The lively conversation focused on the value of support groups, care planning, education, and social and cultural programming.  The segment concluded with information on the upcoming 2023 Walk for Alzheimer’s.  For more information, visit their website at https://www.alzfamilysupport.org/events 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 enjoyed a dynamic interview with Plan4Life’s co-founder Bob Mauterstock.  Bob is an accomplished speaker, author of 5 books, and sought after authority on the concerns of Baby Boomers and their need to develop a cohesive plan to preserve their financial security and pass on a meaningful legacy to their children.  During this interview, the discussion focused on the physical and cognitive challenges of growing older and how to best prepare for them.  Bob offered his own personal stories and provided meaningful advice concerning housing and caregiving issues for individuals and families.  To learn more visit https://plan4lifenow.com/bob-mauterstock/ 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

Something More with Chris Boyd Featuring Chris Boyd, Co-host Jeff Perry, and Special Guest Brian Regan Topic: Navigating Credit Cycles in a High-Interest Rate Environment In this riveting episode, Chris and Jeff sit down with Asset Management Resouces Chief Investment Officer Brian Regan to unpack the intricate world of credit cycles and their ripple effects on investment strategies. The trio goes in-depth, shedding light on: Understanding Credit Cycles: Brian offers a master class on the various stages of credit cycles. He delves into how low rates often lead to economic prosperity, but as rates rise, it can pave the way for potential credit bubbles. Risks and Repercussions: The conversation then segues into the dangers of an over-leveraged economy, highlighting the perils of debt refinancing, potential defaults, and the eventual tightening of credit that can thrust an economy into a recession. The Deleveraging Phase: Brian outlines the pivotal deleveraging process, breaking down how it functions as a corre

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: The Four Threats to the Distribution Phase of Retirement In this episode, Chris and Jeff delve deep into the critical phase of retirement - the distribution phase. Often overlooked, this phase poses its unique challenges, and Chris and Jeff aim to spotlight the four primary threats that retirees face during this time: Market Volatility:  Chris and Jeff start by discussing the unpredictability of markets and how an ill-timed downturn can significantly impact retirees' nest eggs. Drawing from real-life examples, they offer strategies to mitigate this risk and ensure a steady income stream even in turbulent times. Longevity Risk: With advances in medical technology and healthier lifestyles, people are living longer than ever. But is their retirement income set up to last as long? Jeff and Chris touch upon the importance of planning for a potentially longer retirement and its financial implications. Inflation's Invisible Hand:  The

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: On the Brink - The Government Shutdown & Debate In this timely episode, Chris Boyd and Jeff Perry delve into a pressing concern gripping the nation – the looming possibility of a government shutdown. As tension builds in Washington, the duo dissects: The backdrop of the Shutdown  The root of the Debate Impact on Everyday Americans Economic Consequences Possible Solutions and Outlook A Call for Unity  This episode is a deep dive into the intricate world of political decision-making and its vast implications. Chris and Jeff, with their insightful analysis, make the complexities of the government shutdown debate both understandable and relatable for their listeners. Whether you're a political junkie or a concerned citizen, this discussion offers a comprehensive look at a pivotal moment in the nation's governance.

Something More with Chris Boyd Featuring Chris Boyd, Jeff Perry, and Special Guest Brian Regan Topic: Economic and Market Update GDP Forecast: The discussion starts with an expected GDP growth rate of 4.9%. With his profound insights into economics, Brian unpacks what this figure might mean for businesses and everyday consumers. 10-year Treasury Rate: A notable concern is the rapid rise in the 10-year Treasury rate. The team dives into the potential implications of this surge and its broader impact on the financial markets. Federal Reserve Update: In a surprising move, it has tempered its expectations for future rate hikes. Brian provides context on this decision, shedding light on its implications for the future economic landscape. Impact on Stocks: With the Fed's announcement, there's a growing sentiment that riskier stocks might face a challenging period. Chris, Jeff, and Brian weigh in on which sectors might be hit hardest and strategies investors might consider. Consumer Behavior Shifts: A curious trend

Chris Boyd and Jeff Perry invite James Anthony from Martha's Vineyard Savings Bank to discuss the bank's groundbreaking achievement: becoming the first bank in Massachusetts to earn B Corp Certification. Key Takeaways: What is B Corp Certification? The hosts and James demystify what it means for a company, especially a bank, to be B Corp Certified, explaining the rigorous social and environmental performance standards, accountability, and transparency involved. Why it Matters: James Anthony provides a behind-the-scenes look at Martha's Vineyard Savings Bank's journey to certification and why it chose this route. Learn about the positive impact this can have on customers, stakeholders, and the community. Finance with a Purpose: Explore how B Corp Certification changes the financial landscape for consumers, influencing everything from loan offerings to deposit accounts while driving a social and environmental mission. Impact on Quality of Life: The conversation extends beyond finance to discuss how socially re

As October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the changes coming to the federal budget as the new fiscal year starts. Key Takeaways: The Federal Budget Explained: Chris and Jeff simplify the complexities of the federal budget, explaining how it's structured and why it matters to everyday Americans. Fundamental Changes to Watch: The hosts delve into the most significant adjustments in the new fiscal budget, touching upon areas like social programs, defense spending, and infrastructure. Impact on Taxpayers: How will the new budget affect your taxes? Chris and Jeff break it down, making understanding what you can expect in the upcoming fiscal year easier. Quality of Life Concerns: Beyond the financial implications, the hosts discuss how budget changes can have ripple effects on the quality of life for Americans, including healthcare, education, a

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap. Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement. Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy. Why You Should Listen: Navigating the path to retirement can be complex and stressful. Whether you're fiv

Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement. Key Takeaways: The Retirement Redzone Explained: Learn what the term 'Retirement Redzone' means and why these years are crucial for setting the stage for a financially stable retirement. Seminar Insights: Chris, Jeff, and Scott discuss the highlights from their recent seminar on the Retirement Redzone, sharing key takeaways, audience questions, and actionable advice. Investment Strategies: Scott Birmingham offers expert recommendations on how to optimize your investment portfolio during the red zone years, balancing between risk and security. Tax Planning: The importance of tax-efficient strategies as you approach retirement and how the choices you make now can affect your long-term financial health.