Something More With Chris Boyd Show Podcasts

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®, joins to continue to share "The Ten Things [He] Learned from 40 Years of Financial Planning." Mike covers the importance of investing into a retirement or savings program earlier than later, difference between good debt and bad debt, not forsaking secondhand, and more.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins and discusses turbulent market conditions, mentions a bear market outlook and covers main reasons for big sell-offs.

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market is vs a correction, changing dynamics and more. After, Investment Advisor Representative, Mike Perna, CFP®, joins the show to discuss his recent write-up, "The Ten Most Important Things I Learned in 40 Years of Financial Planning." Chris and Jeff close out the show sharing a few clips from past economists that have been on the show.

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal Reserve's implementation of a tighter monetary policy, rising interest rates, current stock market conditions, and much more, explaining the implications of them all. 

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest callers and great commentary from the team.

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of inflation, life insurance, long-term care insurance, cryptocurrency, and more. AMR's Marketing Director, Cathi Ingersoll, joins to close the show to discuss the show's 15-Year Anniversary show airing live on Saturday, May 7th.

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, and IAR, Mike Perna, CFP®, MBA, to talk about retirement planning within saving and investing. They discuss systematic savings through different avenues, the important decision of retiring, how not to run out of money in retirement, long term care, and much more. Listen through as Jeff asks AMR's advisors a few financial literacy questions.

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In recognition of National Volunteer Month, Brian and AMR Wealth Advisor, Jeff Tomaneng, CFP®, talk about their volunteer work in their respective communities, and discussing the importance of giving back to the community you’re involved in. After, more of the team joins the show to talk about the changing dynamics of market conditions. They cover the Secure Act 2.0, discussing the implications of raising the Required Minimum Distribution age. Later, they get into Home Equity Line of Credits (HELOC), what it is and how it can be beneficial. 

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing dynamics of market conditions, starting with the recent drop in Netflix stock price, and further discussing trends in subscription model companies.  They later tackle how 48% of Americans with incomes over $100k are living paycheck to paycheck, and cover the importance of saving and growing your cashflow. They further explain the 4% rule of retirement and discuss appropriate withdrawal rates. 

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United Way's roots of volunteerism are led by encouragement and support in their community. Their most important issue to focus on today is housing. 

Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflation, gas prices, interest rates, and the war in Ukraine, Brian and Chris shed light on positive news that we can take away from current economic environments. They discuss how the Federal Reserve is being combative toward such gloomy conditions and what it all can mean for the near future.

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to talk about what financial literacy means to him and answers a finance question on bonds. Later, Brian explains what a recession is and what the effects of current economic and geopolitical circumstances mean. AMR's Marketing Director, Cathi Ingersoll, joins to wrap up the show to discuss AMR's upcoming webinar, the show's 15 year anniversary, and Financial Literacy month.

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff Tomaneng, CFP®, joins for the later three segments to share his thoughts on the importance of financial literacy in the school system, the benefits of educating the youth on finance, money values, and more. He also answers some financial literacy questions on healthcare costs and average retirement age.

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of the U.S. Dollar. Chris looks forward to the 15 year anniversary of the Something More with Chris Boyd show on May 5th, and talks about the times and the changed environments over the years. The team discusses the Great Resignation, its implications on the job market, and what to think about if you plan on taking part in it.  Chris is joined by Sullivan & Sullivan Auctioneers, LLC to talk about their Real Estate auction work in the community. The discuss how the auction business works, how they operate, and upcoming events.

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The team then discusses ways the Federal Reserve combats inflation, economic increase rates, the concept of money supply, and implications of rising interest rates. 

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on stock and bond markets. They discuss the benefits of maintaining a diverse portfolio through strategic asset allocation. AMR's IAR, Mike Perna, CFP®, joins the show to unravel hidden tax traps and mistakes people make when filing their taxes. He also shares tips on how to avoid these tax inconeveniences. 

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.