Something More With Chris Boyd Show Podcasts

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. 

In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, discovers refinance options, and guides home buyers through the process.  Kristi answers questions on mortgage rates and how they can vary based on credit, trends she sees in the housing market, different types of loans her company offers, and much more. Kristi's Contact Information: Website: www.kristicurling.com Phone: (817) 487-2015 Email: kcurling@peopleshomeequity.com LinkedIn: https://www.linkedin.com/in/kristi-curling-838243109

CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections. Chris is then joined by Savannah Fabbio, a Loan Officer at Shamrock Home Loans, to discuss current home demands, current rates, different loan options, refinancing, and more. Savannah's Contact Information: Website: SavannahFabbio.ShamrockHomeLoans.com Phone: (508) 317-8183 Email: savannah.fabbio@shamrockhomeloans.com LinkedIn: https://www.linkedin.com/in/savannah-fabbio/

AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to discuss the economic implications of the Ukraine/Russia war, what Russian sanctions mean, how they are affecting Russia's economy in larger ways that we might think and much more.

Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce joins us, detailing some of the Cape's seasonal economic and societal dynamics. Special Guest - Tina Tuggle, VP of Community Impact for the Tennessee Titans joins us, describing her journey helping NFL players transition into the league, serve their community, and make an impact.

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit.  Special guest Bob Powell, CFP®, joins the show and talks about his involvement in a variety of ventures. Bob is a wealth of financial information, and him and the team get into an assortment of topics ranging from current risks in the market, inflation, asset allocation, cryptocurrency, and more. 

Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing retirement assets. A market update is covered by AMR's Chief Investment Officer, Brian Regan, CFA®. He shares his thoughts on volatility and inflation in the stock market. Later, he defines what Alpha and Beta measurements are.

Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams.  Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomaneng, CFP®, joins the show to talk about mistakes people make when hiring a Financial Advisor.

The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations.   After, the team gets into how couples can share their financial accounts and responsibilities and the benefits of doing so. Along with that, AMR talks about four ways to manage personal finances by doing less.