Something More With Chris Boyd Show Podcasts

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.

  Dive into a captivating special edition of "Something More with Chris Boyd" as we set our sights on the picturesque Cape Cod. In this episode, Chris Boyd is joined by Paul Nedzwicki, the Cape Cod Chamber of Commerce President, to shed light on local issues that hit close to home for many Cape Cod residents. From the bridges that need to be replaced and the unique housing challenges faced by locals, Chris and, Jeff Perry and Paul navigate the intricate landscape of this beloved coastal region.  Beyond the picturesque beaches and scenic views, Cape Cod has its challenges. If you have a seasonal spot on Cape Cod or live here year-round, we need to understand the intricacies of the local economy and infrastructure; this is an episode you won't want to miss. Join Chris, Jeff, and Paul for a journey through the heart of Cape Cod and its most pressing matters. 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:

Retirement planning is more than just numbers—it's about envisioning your future, understanding your desires, and ensuring you're set up to lead the life you've always wanted. In this enlightening episode, Chris and Jeff will: Break down the complexities of retirement planning. Share insights and stories from their extensive experience in the field. Offer guiding principles to help you determine a realistic savings goal. Discuss crucial factors that impact your retirement requirements, from lifestyle choices to unexpected expenses. Whether you're at the start of your retirement journey or just looking for some assurance you're on the right track, tune in to get a clearer perspective on what you truly need to save for a comfortable, fulfilling retirement. Ready to discover your retirement number? Let Chris and Jeff guide the way. Join us for an episode packed with expert perspectives and the wisdom you need to make informed decisions for your future. If you need help with financial planning issues don’t hesi

Delve into the intricate maze of college financing with your hosts, Chris Boyd and Jeff Perry, as they chat with Cozy Wittman from CollegeInsideTrack.com. Navigate the world of college affordability as they break down the differences between aid types, scholarships, and the nuances of merit-based support. Cozy sheds light on those tricky loans that often entangle students in a web of debt and shares insider tips on sneaky wording and clauses that every aspiring college student and parent should be wary of. Whether you're on the brink of making collegiate financial decisions or simply interested in understanding the complex terrain of college financial planning, this episode offers a wealth of knowledge. Dive deep into the conversation and equip yourself with insights to make informed economic choices for a brighter educational future, only on Something More with Chris Boyd! If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something Mo

Join Chris Boyd and co-host Jeff Perry in a captivating discussion with Cozy Wittman of CollegeInsideTrack.com. As the daunting world of college planning continues to evolve in 2024, the trio dives deep into the essential questions every prospective student should be armed with during campus visits. Is there such a thing as having too many or too few schools on your list? With the landscape of education undergoing rapid change, Cozy shares insights into current trends, strategies, and tools to help families navigate the complexities of college selection. Whether you're a parent, a student, or simply interested in the state of higher education, this episode offers invaluable insights to help you stay ahead in the college planning game. Dive into the conversation and find out more about making the right college choices for a promising future! 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://amrfin

Chris and Jeff Perry shed light on a pressing topic: the influence of fear and conspiracy theories in the realm of alternative investments. Navigating the choppy waters of alternative investments can be daunting, especially when bombarded with misleading information and sensational claims. Chris and Jeff aim to equip listeners with the tools and knowledge to discern genuine opportunities from mere sales pitches fueled by panic and misinformation.  So, whether you're an experienced investor or just starting your financial journey, this episode offers invaluable insights into staying level-headed, vigilant, and well-informed. Remember, in the volatile world of finance, clarity and caution often go hand in hand. Join Chris and Jeff, and let's debunk, demystify, and navigate the intricate maze of alternative investments together. Stay smart, stay calm, and most importantly, stay informed. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. S

Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed rate mortgages and more housing conversations happening around the world.  What does the typical person with their 401k do when they're selecting a fund?  Buying high yield? Join us on this enlightening journey because, in the financial world, knowledge isn't just power – it's profit. 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  

Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are joined by renowned CFO Brian Regan to dissect the pulse of the stock market. As recent fluctuations stir unease among investors, Brian offers expert insight into the causes, implications, and strategies to weather this volatility storm. Whether you're an investment pro, a stock market novice, or simply curious about the economic climate, this discussion will illuminate the intricacies of market volatility and how to stay afloat. Take advantage of this chance to catch up on the market's latest shifts and prepare for what lies ahead. Tune in, stay informed, and fortify your financial future with Chris, Jeff, and Brian. Because in the world of finance, understanding is your greatest asset. 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://amrfinan

  In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot in the financial community. When divorce meets trust situations, how does the law interpret it? More importantly, this episode prompts us to reflect on a deeply personal question: How is your trust built? Tune in as we explore the complexities of trust structures, the nuances of divorce implications, and the importance of financial foresight. Whether you're a financial enthusiast, someone navigating the world of trusts and estates, or just curious about how the law intertwines with personal finances, this episode promises to enlighten and engage. Don't miss this deep dive into the ever-evolving landscape of financial planning and the legal decisions that shape it. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the top 10% of income earners, offering insights into how these figures have evolved over time and what they signify in today's economy. Are you close to joining these ranks, or perhaps you're curious about how far that milestone may seem? From examining the criteria that set these individuals apart to pondering how the average American measures up against these numbers, this episode offers a comprehensive look at the financial landscapes of success. Join the conversation and discover where you might fit in this monetary mosaic. 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

On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that started with a couple of guys and truck assisting soldiers returning from Vietnam. Cape and Islands Veterans Outreach Center has helped tens of thousands of veterans over the years and are continuing to do so as food insecurity and housing issues grow. The 40th Anniversary Gala is coming up so if you can support them on this mission we ask that you do. Cape & Islands Veterans Outreach Center https://capeveterans.com/    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    

In this thought-provoking episode of "Something More with Chris Boyd," Chris and cohost Jeff Perry explore the implications of increased longevity on retirement planning. As lifespans extend and the idea of living past 100 becomes less of an anomaly, how can we ensure our wealth endures as long as we do? Delving into the delicate topic of mortality, they discuss strategies to make certain your finances keep pace with your prolonged golden years. Drawing inspiration from "Blue Zones," the new Netflix show that highlights regions where centenarians are common, they delve into the lessons we can learn from these longevity hotspots. With recent speculations suggesting that the first humans to live to be 150 have just been born, the need for extended financial foresight has never been clearer. Join us for a conversation that marries finance with the fascinating prospects of our ever-extending lifelines.   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (

In this episode of "Something More with Chris Boyd", join Chris and cohost Jeff Perry as they delve into the latest market update.  Why can slow economic news spell good news for the market? They touch upon the latest on jobs, inflation, and the uptick in CD rates. Jeff brings his favorite term to the table, describing parts of the market as "frothy" and possibly overextended. As September traditionally poses its own set of challenges for the market, the duo speculate on what might be around the corner for investors. Tune in for a comprehensive look at the financial world and strategies to navigate its ever-changing tides. 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

AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar “Are You Ready for the Retirement Red Zone?” will be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The program will be recorded and posted on AMRfinancial.com and the AMR You Tube channel. Even if you are already in retirement the subjects we will be talking about will be helpful in case you missed something when planning for retirement or need to make an adjustment to your the plan. Having a financial plan helps take the guess work out of whether you be ready for retirement when expected or if you should adjust your plan. A plan will also help identify that you and your partner have a common vision going into retirement. When preparing a financial plan do some stress testing to ensure that you plan can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they ha

Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar “Are You Ready for the Retirement Red Zone?”.   The Retirement Red Zone is defined as the 5 years before and the 5 years after retirement. This is an important time to prepare financially and otherwise for retirement so there are no critical errors. During the webinar,  professionals from Asset Management Resources will cover topics such as: Ø  Your retirement lifestyle Ø  Cashflow – where to take money from and when to maximize return and tax savings Ø  Healthcare – options and costs Ø  Leaving a lasting legacy – estate planning, philanthropic intentions The Retirement Red Zone webinar will be held on September 20th from 10 a.m. to 11:30 a.m. If you are interested in attending, please register at https://AMRfinancial.com. Take the guess work out of whether you will be ready for retirement when expected or if you should adjust your plan by having a financial plan in place.

Dave Sampson, VP of Cyber Risk and Strategy at Thrive joins to talk about Artificial Intelligence (AI) and cyber security risk. AI is a machine learning mechanism that feeds data into software through algorithms that analyze data and determines how to dynamically provide with feedback, or even actions, based on what it known or what you are telling them. It is a rapidly evolving technology – there are huge benefits, but also negatives that can happen if we are not watchful. The ability for AI to impersonate a person is real – scams will become more sophisticated so those vulnerable will be at greater risk. Dave suggests calling the website phone number of a business who claims to have sent a communication to you to verify that it did come from them. Personal devices, such as cell phones and pads, need protection if company data is used on them.  In the future, there is a possibility of malicious code being embedded into cell phone software. Cyber mesh architecture is currently being worked on. It brings all i