Something More With Chris Boyd Show Podcasts

Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor. Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading. AMR’s Lead Financial Planner Scott Birmingham, CFP®, joins to discuss the importance of a couples money day, things to consider when preparing for retirement, inflation effects on spending, forming a proper estate plan, and more.

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more. Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your spouse, but a reluctance for shared purchases and accounts for unmarried couples.

On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side hustles, money habits, and more. Whether being frugal or trying to Keep up with the Joneses, they never failed to entertain us with their creative entrepreneurial drive – and teach us a few things along the way. Team AMR considers their takeaways and relates them to modern day.

Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the economy. After, Brian covers sentiments from his recent article "Investing and Lessons Learned from Gamblers" and discusses money supply and ways to value stocks. Jeff is joined by VP of Cyber Risk and Strategy at Thrive, David Sampson. David shares with us his work for Thrive and describes types of cyber security risks to be aware of. He gets into what ransomware attacks are, look like, and how they can be avoided with the right protection. Visit www.Thrivenextgen.com for more information.  

Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings. Recent employment data reveals an increase in job reports. How will this affect Federal Reserve decisions? Is the economy stronger than we think? Are these pressure points for a recession? What will effects on markets look like? AMR’s CIO Brian Regan, CFA®, joins the show to talk about it. What are the use cases and societal implications of OpenAI’s ChatGPT, an artificial intelligence language model? What companies are involved with advanced AI technology and how will it affect current industries? Chris and Jeff shift gears and get into it.

CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period. Chris and Jeff continue on to challenges people face if they are not in the top 10% of earners in America and how planning your cashflow by taking risks is encouraged due to America’s unique economic culture. They then cover the importance of budgeting, setting goals and being intentional with finances.

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a year. They discuss estate planning contract considerations for second marriages, irrevocable trusts, and more.

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your portfolio management.

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed funds rate by the end of 2023. They get into discussion on supply chain and gold investments. Chris and Jeff discuss whether and when it makes sense to self-fund your long-term care planning and being intentional about your decisions. These decisions have many complexities that can be better assessed through prudent financial planning. Chris then shares AMR's complimentary portfolio review offer and explains the benefits that come with it. They later get into consumer debt concerns and how to manage debt.  

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying to slow the economy and ask, in an event of a recession, how stocks will be affected by these considerations. Marketing Director Cathi Ingersoll and Lead Financial Planner Scott Birmingham, CFP®, join the show to talk about the Bernie Madoff Ponzi scheme: what a Ponzi scheme is and how he pulled off the largest one in history. This leads to a discussion on ethical business practices: what current investors should watch out for and how doing your own due diligence can go a long way.

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a long retirement through prudent financial planning. They discuss financial planning considerations for a long life and share thoughts on how to make a plan to ensure people have enough to live out their days. Later talking about risk preference and five biggest risks people face in retirement.

CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian talks about the four stages of the pandemic and how a normalization phase can come to fruition in 2023. Given tough market environments in 2022, the AMR Team looks ahead and discusses opportunity in stocks, bonds and cyclical investments. Brian gives his thoughts on a possible recession and how it will affect investments. Did we already hit the bottom of the market? The Team shares financial planning perspectives during a looming recession.

Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the rise in interest rates change our perspective on traditional portfolio designs? They discuss things to consider when bond investing, dividend reinvesting, and income investing in the context of building a diversified portfolio.

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve in their decisions on raising future interest rates. They get into recession expectations and what it means for markets and jobs. Chris and Jeff discuss a big lottery jackpot and share things that are more likely to happen to you than hit the jackpot. This leads them to discuss having a financial plan and to take advantage of AMR's complimentary portfolio review. 2022 being a tough and unusual investing year, it questions traditional portfolio design. Chris and Jeff ask whether the traditional 60/40 portfolio is broken.

The team gets into why it’s worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your financial plan you might not think about. How active are financial planners in tending to your portfolio goals in times of economic and geopolitical changes? Chris and Jeff talk about techniques financial planners take to help mitigate risks with the continued goal of maintaining returns, diversification and strong investment allocation. CIO Brian Regan, CFA®, joins to discuss implications of China policies, Russia/Ukraine war, the US dollar, and more on international investments and opportunities. Will we see de-globalization in a world with high geopolitical tensions? Brian shares his thoughts on the matter. Brian looks at what we know for certain versus what is speculation on changing geopolitical dynamics and how that contributes to the exposure and types of international equities.

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new beginnings, setting goals, and planning for the future. Chris shares information on AMR’s complimentary portfolio review offer, which can be a great start to your new year. Whether you have a financial plan already or not, this is a great opportunity to get a non-solicited second opinion on your financial circumstances. Chris and Jeff discuss the conflict between employment data and the Fed's fight against inflation, along with how employment numbers are potentially affecting the markets. The Team revisits the Secure Act 2.0, mentioning a graduated RMD adjustment and other significant changes that can benefit people who are in or approaching retirement.

Chris and AMR’s Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for people approaching or in retirement age. We are joined by Cape Cod Times Needy Fund Vice President, Mary Pat Messmer, and Executive Director, Susan Johnson, to talk about their work in the Cape Cod community. They tell us about the growing needs in the community and how their focus on providing payments for housing, utilities, food, medical, transportation and more have benefited Cape Cod. For more information and to make a donation, visit www.NeedyFund.org or call (508) 778-5661. Scott rejoins for the final segment with Chris to talk about AI tools and the implications of the advancement of artificial intelligence. Shifting gears, they explore a WSJ article on how to protect your money in the new year.

There’s no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces his firm Asset Management Resources’ complimentary portfolio review offer. He gives detail to the two-meeting process that consists of a comprehensive look into your financial circumstances to provide a holistic examination of your financial plan.   CIO Brian Regan, CFA®, joins Chris to discuss the impact of 2022’s market drivers, how they contributed to heavier market volatility, and how that might change in the new year. Brian discusses potential conditions and changes of inflation and the likelihood of a recession in 2023. He goes on to share what he thinks the logistics of a recession would be like and how this new year’s outlook can affect investors.

We are joined by the President and CEO of The Cape Cod Foundation, Kristin O’Malley, to explain the non-profit’s active role in the Cape Cod community. Being 33 years young, The Cape Cod Foundation is known as a “community foundation,” acting as a charitable community trust for the Cape Cod area. They work with donors, individuals, families, businesses and other non-profits and community groups to establish funds with The Cape Cod Foundation, which are pooled, invested, and distributed back into the community in the form of grants and scholarships. Kristen shares with us how they prioritize community needs and the many initiatives they have going on. After, we are joined by Rabbi David Grossman of Temple Beth Sholom to discuss his journey on becoming a Rabbi, and the origins of Hanukkah and its significance to the Jewish community today. He goes on to explain what a miracle is, the role God plays in our everyday lives, and the quality of gratefulness in a person. Shifting gears, Chris and Jeff wrap up the sho

Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They start with CPI and explain how its report on Tuesday reflected on the Federal Reserve’s actions on Wednesday and what it all means. Brian explains how an inverted yield curve is a predictor and a cause of recession and shares positive outlook on the odds of a soft landing. Retail sales report show that consumers are feeling the effects of inflation. The team talks about it as Brian shares how he enjoys performing hands-on research on retail supply. This has the team explain how market movements and economic movements don’t necessarily coincide simultaneously, and how it bakes into the Feds decisions when combatting inflation. Brian has his Cramer moment as he shares strong feelings toward the cryptocurrency space and comments on FTX and Binance.