Something More With Chris Boyd Show Podcasts

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff go on to review other frequently discussed times that markets are expected to move higher, including the “January effect” and during years of a Presidential election. Jeff suggests that the recent increases in the stock market are connected to a change in the tone for interest rates by the Federal Reserve.     #SantaClausRally #StockMarketTrends #SomethingMoreWithChrisBoyd #JanuaryEffect #PresidentialElectionImpact #MarketPredictions #ChrisBoyd #JeffPerry #FinancialAnalysis #InvestmentStrategies #FederalReserveImpact #EconomicIndicators #HolidayTrading #MarketInsights      Santa Claus Rally Chris Boyd and Jeff Perry Stock Market Analysis January Effect in Stocks Presidential Election and Stock Market Federal Reserve Interest Rates Impact Stock Market Predictions Holid

Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide variety of subjects related to finding and spreading peace and joy, especially during Christmastime. The conversation goes on further to discuss modern television shows, movies, and podcasts and how they are reaching people in a new way. Reverand Daily, Chris and Jeff also share personal reflections on their own faith. #ReflectingOnChristmas #ChrisBoyd #ReverendVincentDaily #ChristmasSpirit #FaithAndJoy #SomethingMoreWithChrisBoyd #ChristmasReflections #PeaceDuringChristmas #ModernFaithMedia #SpiritualConversation #HolidayPodcast #FaithInModernTimes #ChristmasJoy #ReligiousDialogue #SpiritualDirection Christmas Reflections with Chris Boyd Reverend Vincent Daily on Christmas Spiritual Meaning of Christmas Peace and Joy in Christmastime Modern Television and Faith Ch

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below list of the most common mistakes made in retirement. Chris and Jeff also share their own personal reflections and client experiences on each subject.  Counting on your work friends.  Overthinking your purpose.  Embracing inactivity.  Overburdening your spouse.   Over-relying on your children.  Miscalculating your dreams.  Relocating blindly.  Being afraid to spend the kids’ inheritance. Lessons from people who hate retirement:  https://www.bottomlineinc.com/life/retirement-living/lessons-from-people-who-hate- retirement

Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corporate earnings and interest rates for 2024. Jeff specifically questions Brian on sectors of the economy that he prefers and others he might avoid. Chris offers listeners the opportunity for a review of their investment portfolio, and an in-depth follow-up analysis of how this all fits into their individual financial plan.

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan.  The pair starts off with a discussion of the different feelings and emotions that people have when talking about their own mortality.  Chris and Jeff go into a variety of issues including the impacts long-term care, major purchases and inflation have on the ability to make your funds last for your lifetime.  Chris and Jeff then review recent data on the different ages to take social security benefits and what individuals should consider when making such decisions. https://finance.yahoo.com/news/most-americans-dont-understand-this-key-metric-when-planning-for-retirement-130210068.html https://www.fool.com/retirement/2023/12/10/new-data-from-the-cdc-reveals-the-optimal-age-to-c/   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.fa

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for long-term care needs. Simplifying your financial life. Planning to retire TO something, not FROM something. Developing a daily routine for retirement. Spending your money. To read the mentioned article on this subject, see the link below: https://www.kiplinger.com/retirement/retirement-checklist-are-you-ready-to-retire 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 #SMwCB #RetirementChecklist #RetirementPlanning #Medicare #Medigap #LongTermCare #FinancialSimplicity #RetireWithPurpose #DailyR

In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden.  Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to consider before year’s end.  The pair talks about ways to defer income into 2024 and accelerate deductions for 2023.  Chris and Jeff next go into the subject of locking in capital losses. This topic naturally transitions into the issues with mutual fund capital gain distributions and how to best avoid and plan for investment income taxes.  Jeff reminds listeners to make their quarterly estimated income tax payments.  As the segment concludes, the pair discusses current tax rates and the likelihood of higher taxes in 2026, when the Tax Cuts and Job Act expire.  Chris and Jeff wrap up the segment sharing their thoughts on Roth conversions and when they make the most sense. https://www.barrons.com/articles/taxes-inflation-deductions-brackets-roth-ira-e880ee33?st=ujq7offcrloh18

In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment.  Chris and Jeff discuss how the change in the Federal Reserve language (based on the above-mentioned financial data) has led to a rally in stocks and bonds this week.  Jeff wonders if the Santa Clause Rally has come a little early this year.  Jeff also points out that stock traders often miss such market rallies by being out of the market at the wrong time. Chris concludes the episode by considering what impacts the likely decreasing interest rate environment will have on 2024 returns in the bond and stock markets. 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/somethingmor

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally declines as one ages. Chris goes on to share his experience and advice on making changes to one’s investment portfolio and maintaining a proper allocation of investments to be able to reach your financial goals, while being comfortable with the level of risk you are taking. The need for investment diversification is discussed in great detail. Chris and Jeff go in depth with their thoughts of different investments and products that are available to meet an individual’s particular circumstances. The segment concludes with a reminder to work with an advisor who is a fiduciary and to have a full understanding as to how your advisor is compensated.  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

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole Act of 1980, the government retains certain rights on any products produced through a public-private partnership using federal funding. Chris and Jeff note that this never-before used power of the Federal government is concerning for both constitutional and commerce perspectives. The conversation takes a natural path to other actions by former Presidents (Republican and Democrat) which have led to an expansion of the power of the President. Chris and Jeff further the conversation by reviewing the most recent Republican Presidential debate and how some Republican candidates seem to embrace the expansion of Presidential power.   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://

Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton shares stories about providing relief services to local Cape Cod families after fires and other support provided to those in crisis. The conversation goes further to ways the Red Cross helps families and communities prepare for emergencies, including weather related situations and the subsequent need for community shelters. Other areas discussed are blood donations, CPR training, services to our Armed Forces, and international services. Chris Boyd concludes the episode by pointing out that those individuals currently taking required minimum distributions from an IRA may want to consider a QUALIFIED CHARITIABLE DISTRIBUTION.     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:

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to start preparing so you're in great shape when the time comes.”   Chris and Jeff cover the first half of the article, which includes:  Save what you can and think about how you want to live.  Fine-tune your investments — allocation, allocation, allocation.   Go prospecting — look for money you may have forgotten about.  Make plans and give them test drives. In a future segment, Chris and Jeff will continue this discussion on the remainder of the Retirement Checklist. To read the mentioned article on this subject, see the link below: https://www.kiplinger.com/retirement/retirement-plans/checklist-for-retirement-planning 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/Some

Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal and professional history of Mr. Munger and how he and Warren Buffet became close friends and business partners. Brian shares many of the financial lessons that he has learned from Mr. Munger. Jeff reminds listeners that not only was Mr. Munger a hugely successful investor, but that he lived a generous, humble life and often used humor in his conversations. Chris reflects on several quotes and principles of Mr. Munger and how his simple business methods and patience proved successful for decades. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-890

In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the October 7 th attack on Israel where the terrorist group Hamas attacked Israel killing over 1,400 people, wounding thousands, and kidnapping at least 250 children, women, and men. The group discusses a new study released this week which found that 73 percent of Jewish college students and 44 percent of non-Jewish students have experienced or witnessed antisemitism since the start of this school year. Rabbi Steinberg offers his thoughts on some reasons for the rise in antisemitism. The group discusses the poor response to antisemitism from several universities, including Harvard, Penn State and Columbia. The conversation includes the recent investigation of the U.S. Department of Education and the possibility of issues related to Title 6/Civil Rights. For more information on the above-mentioned

With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) to an IRA from earned income. The questions turn to how a beneficiary IRA distribution is handled before and after the effective date of the Secure Act 2.0. The dialogue continues with specific case scenarios and which rules apply to each unique set of facts. The issues of inheriting a Roth IRA are reviewed and the segment wraps up with when it may be appropriate to consider a Roth IRA conversion. 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/someth

Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands on the vitriol and blowback that people and organizations face who are trying to further a positive dialogue. Jeff quotes statistics from a Pew Research study that shows that most Americans have a negative view of China. Attorney Singer offers his thoughts why China and the United States hold such views of each other. The conversation continues with how the relationship between these two superpowers impacts not only geopolitics and military issues, but also on trade and commerce. To read Attorney Singer’s recent newsletter on this subject, see the link below: https://www.andrewsingerchina.com/post/andrewsingerchina-newsletter-vol-2-issue-35- special   If you need

Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to a portfolio depending upon changes in valuations. The group ends the segment with some thoughts of how this all fits together at finding the right balance for each client. 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.in

In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the common documents used in estate planning. The conversation develops into the emotional side of the estate planning process and the suggested practice of including family members in the discussion. Scott shares a personal story where his own planning came into play and the lessons he learned. The trio discusses the use of trusts. 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   #FinancialPlanning #EstatePlanMistakes #FamilyInvolvement #EstatePlanReview #CommonDocuments  

With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is focused on Giving Tuesday and the issues related to charitable giving. Chris and Jeff discuss the story of how a client was able to use a Qualified Charitable Distribution to save income taxes and make a more generous charitable contribution. The segment concludes with Chris and Jeff talking about how charitable contributions fit into one’s comprehensive financial plan. 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://ww

CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider accelerating IRA withdrawals now under the current tax rates. As the end of the year is fast approaching, Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified Charitable Distributions. 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   #SecureAct2.0 #FederalTaxRates #IRAWithdrawals #RothIRAConversions #Qualif