Shows / Something More with Chris Boyd
Something More with Chris Boyd
Something More with Chris Boyd is Cape Cod's financial podcast. The show covers a wide variety of financial topics with the goal of educating and entertaining.
Episodes
Something More with Chris BoydCredit Freeze; Special Guest Bob Powell, CFP®
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…
Something More with Chris BoydBudgeting & Debt in Retirement; Market News; Defining Alpha & Beta
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…
Something More with Chris BoydInternet Scams; Mistakes when Hiring a Financial Advisor
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…
Something More with Chris BoydWhat to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance
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…
Something More with Chris BoydPreparing for the Unexpected; Celebrities who got Scammed
Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize…
Something More with Chris BoydTalking to Your Kids about Money; Market News Updates
Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge. Next…
Something More with Chris BoydTom Brady's Retirement; Talking to Your Spouse/Parents/Kids about Money
Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead. After, the team gets into talking to your spouse…
Something More with Chris BoydTax Season Prep; What to Look For in a Financial Advisor
Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and…
Something More with Chris BoydMarket Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse
Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical…
Something More with Chris BoydSpouses Managing Incomes; Life Insurance
This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses…
Something More with Chris BoydComplimentary Portfolio Review; Economic & Market Update
Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio…
Something More with Chris BoydEconomic & Market Update Webinar; Market News with CIO Brian Regan, CFA®
Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update…
Something More with Chris BoydMLK Day, Pondering Financial Success in 2022
AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and…
Something More with Chris BoydAMR Complimentary Portfolio Review; 2021 Top Financial News
AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our…
Something More with Chris Boyd2021 Market Performance; AMR Complimentary Portfolio Review
CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market…
Something More with Chris BoydSetting Goals; 2021 Top News Events
It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and…
Something More with Chris BoydAMR Complimentary Portfolio Review
To kick-off the 2022, Chris offers AMR's Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In…
Something More with Chris BoydChristmas Special: Reverend Jane Herring
In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the…
Something More with Chris BoydYear-End Financial Planning Reminders; Budget Managing; Holiday Favorites
Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k…
Something More with Chris BoydFed Press Conference; Economic Trends; Closed-End Funds
AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have…
Something More with Chris BoydChamp Homes; Cape Cod Foundation; Red Cross MA
Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help…
Something More with Chris BoydCharitable Giving; Blockchain/Cryptocurrency; Housing Boom
AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so. A discussion on blockchain technology and…
Something More with Chris BoydStock Volatility; iBonds; Philanthropic Giving
Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider…
Something More with Chris BoydProtecting Finances from Inflation; Guide to Wealth; Remembering Phil Saviano
Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology…
Something More with Chris BoydMarket Volatility; Year End Planning; ETFs
Team AMR discusses recent stock market volatilities due to the new COVID variant and how it impacts the bond market simultaneously. Year end planning with…
Something More with Chris BoydMutual Funds 101; Infrastructure Bill; ESG
The team gets together for another investment basics segment, digging into the investment vehicle of mutual funds. Chris and the gang discuss different kinds…
Something More with Chris BoydMeet the AMR Team; Annalee Kruger with Care Right Inc.
AMR team members Cathi Ingersoll, Director of Marketing, and Mike Perna, CFP®, Investment Advisor Representative, share their career stories and how they…
Something More with Chris BoydEarnings Deep Dive with Brian Regan, CFA®
This week, AMR's Jeff Perry, JD, and Chief Investment Officer, Brian Regan, CFA®, showcase stock earnings on many levels. They cover individual stocks and how…
Something More with Chris BoydZillow iBuying Failure
Jeff Perry, JD, and Scott Birmingham, CFP®, CCO, have a conversation on publicly traded company Zillow. Being recognized as a successful brand, Zillow's…
Something More with Chris BoydCape Symphony with Michael Albaugh
In this short segment, we are joined by Michael Albaugh, Executive Director of the Cape Symphony, where we discuss how the organization is more than just a…
Something More with Chris BoydEstate Planning & Generational Giving with Keats Boyd, J.D.
Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way…
Something More with Chris BoydAssets to Give to Charity; Bonds 101; Annuities
AMR discusses ways to give to charity, mentioning Donor Advised Funds and how to look into organizations you wish to donate to. Investment Basics - Bonds 101…
Something More with Chris BoydInflation; Infrastructure Bill; Investing Impacts
This week, the AMR team discusses America's consumer price index and updated inflation rates, mentioning the lack of durable goods and Q3's Gross Domestic…
Something More with Chris BoydStocks 101; How AMR Advisors Became Certified Financial Planners
This week, Chris and the team talk about investing basics, covering what a stock is, common vs preferred stock, and Initial Public Offerings (IPO's). AMR team…
Something More with Chris BoydAMR - Mailbag Q&A
AMR has a conversation answering mailbag questions regarding different risk appetites between spouses and the difference between technical and fundamental…
Something More with Chris BoydCape & Islands Veterans Outreach Center
In this short segment, we are joined by Bill Blaisdell, Treasurer, and Joe Taylor, Executive Director, of the Cape & Islands Veterans Outreach Center. We…
Something More with Chris BoydFederal Reserve; America's Cash Glut; Bad Investment Habits to Break
This week, Chris and Brian Regan, CFA®, discuss job market and inflation updates from the Federal Reserve, along with America's cash glut and investment…
Something More with Chris BoydBest of SMwCB - Qtrly. Economic & Market Update
In this "Best of Something More with Chris Boyd" replay from October 18, 2021, Chris and Brian Regan review Q3 portfolios, and Q4 market conditions and…
Something More with Chris BoydBest of SMwCB - Risk Profiles, Market Drivers
In this "Best of Something More with Chris Boyd" podcast replay from October 4, 2021, AMR discusses the article "Men over 45 who identify as having 'excellent…
Something More with Chris BoydPlanning for Retirement; How AMR Advisors Became Certified Financial Planners
For National Retirement Security Week, the AMR team discusses retirement planning, giving tips on how to save and plan for your retirement with many factors to…
Something More with Chris BoydClient's Tax Questions; Adam Minsky, Student Loan Forgiveness
AMR advisors provide their insight on these questions from the client mailbag: Will Roth IRA's be taxed in the future? Are there any steps we can take to…
Something More with Chris BoydHoliday Budgeting; Cost of Owning a Pet
Chris and the AMR team discuss challenges the holiday season can bring to one's financial picture, the use of credit compared to cash purchases, and how saving…
Something More with Chris BoydAMR Qtrly. Economic & Market Update
Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth…
Something More with Chris BoydWays to Become a Millionaire, Richest People in the U.S.
Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.
Something More with Chris BoydBruce Monrad, Northeast Investor's Trust
Chris and the AMR team is joined by Bruce Monrad of Northeast Investor's Trust to discuss portfolio management strategies, the Fed, high-yield bonds, and and…
Something More with Chris BoydHow has the Pandemic Affected Retirement?
Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree's (or those near retirement) how the pandemic has had an impact on their finances: What…
Something More with Chris BoydWhat to do with your 401(k)
Did you forget about a 401(k) that you established with a prior employer? It's best to take care of the 401(k) within a year of leaving the company. Options…
Something More with Chris BoydCape Cod - Heroes In Transition Fall Gala
Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home…
Something More with Chris BoydRisk Profiles, Market Drivers
AMR discusses the Business Insider article "Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market…
Something More with Chris BoydAnalyzing Evergrande and Mailbag Questions
Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan. Jeff Tomaneng and Scott Birmingham join to answer listener…
Something More with Chris BoydFall Financial Moves to Make
Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. Jeff is joined by Cathi Ingersoll, Jeff…
Something More with Chris BoydESG Investing; Couples Financial Planning; Qualified Charitable Distributions
Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based…
Something More with Chris BoydHouse Tax Proposal; Social Security
Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains…
Something More with Chris Boyd911 Remembrance and Nashville News
Chris and Scott think back to their own experiences witnessing the 911 attacks. Scott fills us in on some recent developments in the Nashville market.
Something More with Chris BoydFinancial and Government Changes Since 911
Chris and Brian share financial metrics in 2001 as compared to today, including the Federal Budget, the US GDP, the S&P 500, the Dow Jones, and housing prices…
Something More with Chris BoydDorothy Savarese, Chair and CEO, Cape Cod 5; Mark Skala, CEO, Cape and Islands United Way
Chris welcomes Mark Skala, CEO of Cape and Islands United Way and Dorothy Savarese, Chair and CEO of Cape Cod Five. This year's Power of the Purse event…
Something More with Chris BoydAMR commemorates 911; Brigadier General James LeFavor
Asset Management Resources, LLC commemorates September 11, 2001. Brigadier General James (Jim) LeFavor tells his story from a fighter pilot perspective. Jim…
Something More with Chris BoydMarket concerns and overseas investments
Brian shares what he worries could slow the market down and why, including deflation, geopolitical events, extreme overvaluations and over speculation. Chris…
Something More with Chris BoydUnemployment, Hottest Jobs
In honor Labor Day AMR focuses on the unemployment numbers and how they are measured, reasons why businesses can't find employees and perks that they are…
Something More with Chris BoydHR2
Brian Regan and Jeff Perry join Chris. They discuss the strong corporate earnings and business shifts as a result of Covid. A client asks for advice on where…