Something More With Chris Boyd Show Podcasts

Stephanie Kelly, Executive Director, talks about the programs  Samaritans on Cape Cod and the Islands offer. Chris and Cathi read advice for recent grads from our listeners. Scott and Chris answer mailbag questions: What are the biggest things that get retirement savings off track? Which of my assets do I draw from first to provide cash flow for living expenses? 

Does unemployment have an impact on collecting Social Security benefits? Am I eligible for Social Security if I have a public pension? How does Social Security work if I am divorced? Chris and Kurt Czarnowski continue the Social Security discussion. Part 2.

How do you re-create a paycheck in retirement? Listen to Scott and Chris discuss expenses, investable assets, and other financial planning factors to consider when in or near retirement.

Chris welcomes Social Security expert Kurt Czarnowski. This is a must listen if you are thinking about taking benefits or have questions.  Part 1 of 2.

Scott and Chris share more financial planning tips from the recent AMR “Financial Planning in Pandemic" webinar – https://amrfinancial.com/account-access/. Michelle DeSilva from Cape Cod Cares for the Troops talks about the care packages they send to troops and how people can support this program.

Cathi shares results of the state re-opening survey. Chris welcomes Brigadier General Christopher Faux of Joint Base Cape Cod. Scott and Chris share highlights from the recent AMR “Financial Planning in Pandemic webinar.

Adam S. Minsky, Esq., student loan attorney, explains the CARES Act implications for student loans. Kristin O’Malley, President & CEO of the Cape Cod Foundation talks about fund raising efforts to help non-profits affected by COVID-19. 

Chris and Brian Regan, AMR’s Portfolio Manager, talk about considerations when investing in stocks - valuation, risk, diversification, exit strategy, and more. #SMoreCB #CapeCodfinancial planner

AMR talks about how businesses, organizations, and individuals are innovating during the age of Coronavirus. Cyndy Jones, President of Heroes In Transition, held a President's Challenge to raise money for pandemic programs. Annie Cool Hart shares stories of love during the Coronavirus.

Chris and the AMR team discuss their recent Economic & Market Outlook webinar – response to the virus, stock valuations, Euro and Emerging markets, and recovery. The webinar and latest Investment Insights are available on are available on www.AMRFinancial.com. 

James Anthony, President & CEO of Martha’s Vineyard Savings Bank, shares how they are helping businesses through Lifts Certificates. Bob Tranchell, SVP at The Federal Savings Bank, explains how reverse mortgages can be used in challenging times to reduce debt and generate income.

Karen Gardner, CEO, talks about the Community Health Center of Cape Cod. Dr. Don Accetta, Founder of Allergy & Asthma Care in Taunton shares information about COVID-19 – fact from fiction, how to protect yourself, and how to tell the difference between asthma and the Coronavirus.

Chris and F. Keats Boyd III, President at the Law Offices of Boyd & Boyd, P.C., discuss the importance of estate documents that one should have and estate planning opportunities to consider. 

Chris answers recent client questions and talks about Active Allocation. To help during this time, Asset Management Resources will provide 5 complimentary Comprehensive Portfolio Reviews to individuals who want to fine-tune their investments. Text (508) 915-3700 with the message “review” or email radio@amrfinancial.com.

Annie Hart Cool of Sotheby's talks about the Front Porch Project that she started to bring joy and raise money for the Falmouth Service Center. Father David Mastrangelo, a Jesuit Priest, discusses hope and faith during this challenging time.

Chris and Brian talk about the week in numbers. Dan Schwenk, CPA, shares what taxes are due on July 15th. Scott Vandersall, Regional Manager at Cape Cod Five Cents Saving Bank, provides guidance on the Payroll Protection Program. Under this program banks can administer forgivable payroll loans to eligible businesses.

Mike Swaney of MA-Hire Cape & Islands and Alisa Magnotta, CEO of the Housing Assistance Corp., join Chris to talk about unemployment insurance and housing assistance in light of COVID-19. Unemployment information is available at www.mass.gov and claims can be filed at www.uionline/duia.gov. Available jobs and online training can be found at the MA-Hire Career Center. Some banks offer mortgage forbearance programs and the MA RAFT program provides rental assistance for families in transition. Contact https://haconcapecod.org/ for help or to make a donation. 

Chris and team talk about the #CARESAct, current market conditions and portfolio considerations. The CARES Act eases some restrictions on 401k penalties and IRA RMDs, unemployment payouts, the tax filing deadline, and student loans. Individuals will receive payouts, small businesses can take advantage of forgivable loans for working capital expenses, and big businesses important to national defense and public health organizations will receive significant funding assistance to treat and fight #COVID19. #SMoreCB #CapeCodfinancialplanner

Chris welcomes Bob Nelson, Director of the MA SBA, and Bob Tranchell, SVP with the Federal Savings Bank. Small businesses and private non-profits may now apply for SBA economic disaster injury loans up to $2MM fixed-rate or $25k Express Bridge Loans, with a 50% guarantee on bank issued loans. Bob Tranchell talks the HECM (Home Equity Conversion Mortgage). Contact btranchell@thefederalsavingsbank.com for a 12-page booklet or register for his April 9th webinar at www.thenewhecm.com.

Matthew Ko, Vice President and portfolio specialist in the Multi-Asset Division at T. Rowe Price joins Chris to discuss the short-term financial environment, what the recovery could look like, and how they are approaching various market allocations. Chris reviews current stats that are affecting the financial numbers.