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 BoydDorian Mintzer, M.S.W., Ph.D. Revolutionize Retirement
Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from…
Something More with Chris Boyd529 Plans and Fed Tapering
Jeff Perry hosts for Chris this week. With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a…
Something More with Chris BoydHow to Prepare for Retirement
Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a…
Something More with Chris BoydAMR, Wealth vs. Affluence, Financial Trivia
Chris, Jeff, and Cathi talk about the book "The Millionaire Next Door" and the difference between Wealth and Affluence. Wealth represents accumulated assets…
Something More with Chris BoydAMR, National Financial Awareness Day, Infrastructure Bill and Budget Plan, Client Mailbag
Chris and Cathi talk about National Financial Awareness Day on Saturday, August 14th. Jeff Perry discusses the $1.2T Infrastructure bill and what's included…
Something More with Chris BoydAMR, Inflation, Market High, Travel Stocks, Interns
Chris and Brian discuss the increased cost in housing, cars, and other goods. Does this mean inflation? Brian answers clients' questions: "How high can the…
Something More with Chris BoydMichael Townsend, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.
Chris' guest is Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. They discuss what's happening in Washington and…
Something More with Chris BoydKathy McNamara, CEO, Cape Cod Community College Education Foundation
Chris talks with Kathy McNamara, CEO at Cape Cod Community College Education Foundation about the new state-of-the-art STEM (Science, Technology, Engineering…
Something More with Chris BoydNicholas Membrillo, Senior Mortgage Lender at Peoples Home Equity in TN
Nicholas Membrillo, Senior Mortgage Lender at Peoples Home Equity (aka Cardinal Financial), talks with Chris and Scott about real estate and mortgage financing…
Something More with Chris BoydAMR and Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled)
Chris and Cathi talk about the Covid-19 Delta variant trends. Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled), Mike Perna…
Something More with Chris BoydAMR, US Debt Ceiling and Infrastructure Deal
Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before…
Something More with Chris BoydLife Expectancy, Widowhood, Annuity Costs, Unlimited Wealth
The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War…
Something More with Chris BoydAMR, Economic & Market Update; Inflation
Chris and Brian discuss performance for the first half of 2021 and the factors driving the market. The S&P average annual returns have been at 14% for the…
Something More with Chris BoydAMR - SMART goals, oil & energy prices, favorite financial book
Do you have financial and personal goals? Jeff Perry and Jeff Tomaneng discuss SMART (Specific, Measurable, Attainable, Relevant, Time-bound) goals and why…
Something More with Chris BoydAMR, 360 Financial Planning
Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial…
Something More with Chris BoydAMR; Financial Planning For Divorce; Mailbag
Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by…
Something More with Chris BoydAMR; Financial Planning Strategies in an Uncertain Tax Environment
Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US? Brian and Scott review…
Something More with Chris BoydWilliam Zammer Tribute - Cape Cod Special Segment
Bill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a…
Something More with Chris BoydAMR Margaritas & Money; Secure Act RMD Proposal
Chris introduces AMR's Margaritas & Money program. Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance…
Something More with Chris BoydAMR, Stock Valuations, Real Estate Investments
Brian talks about stock valuations and what drives P/E (price-to-earnings ratios). He also discusses how real estate investments fit into a portfolio during…
Something More with Chris BoydAMR, Market Trends: S&P, Inflation, Foreign Investments
The S&P average annual return is 14.82%. Brian, Chris, and Jeff Perry discuss if it is better to stay invested or if now is the right time to get out of the…
Something More with Chris BoydAMR; Jeff Perry's Financial Journey; Global Beatles Day
Jeff Perry shares lessons from his personal financial journey. He suggests: Writing down goals, amending them annually, and reviewing them quarterly to stay…
Something More with Chris BoydAMR, Saving for College, 529 Plans
The AMR team discusses saving for college. Their key advice is something is better than nothing and it's better to start sooner than later (use the power of…
Something More with Chris BoydJayson Tinsley, Financial Aid at University of Maryland Global Campus
Free Application for Federal Student Aid (FAFSA®) forms are due soon. Jayson Tinsley, Assistant Vice President, Financial Aid (Counseling) at University of…
Something More with Chris BoydAMR, incapacity planning: family dynamics, preparation checklist
Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity? AMR talks about some of the…
Something More with Chris BoydAnnalee Kruger, Founder and President of Care Right, Inc., Caring for an Aging Family Member
Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses: the difference between dementia and Alzheimer's, signs to watch…
Something More with Chris BoydAMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA
Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc…
Something More with Chris BoydAMR; Dave Sampson, Thrive; AMR, Shrinkflation
Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data…
Something More with Chris BoydAMR - Memorial Day Observance and All Things Amazon
Jeff Perry co-hosts with Chris. They discuss Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it. Chris, Mike…
Something More with Chris BoydAMR, Financial Tips for Recent Graduates; Glenn Frank, "Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy"
AMR reviews financial best practices for recent graduates, including develop a budget, don't get into debt by chasing the latest shiny penny, manage credit…
Something More with Chris BoydAMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation
Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon…
Something More with Chris BoydF. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s
Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden's Income Tax, Capital Gains, Social Security Sander's…
Something More with Chris BoydAMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics
F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a…
Something More with Chris BoydAMR 360 Financial Planning
When doing financial planning money is the how; what is really important is the why. AMR's 360 Financial Planning process helps clients look at all of the…
Something More with Chris BoydAMR Active Allocation
Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk…
Something More with Chris BoydWomen's Financial Issues; Demographic Trends; Market Updates
Women have unique challenges when it comes to financial planning. As the traditional family caregiver they may have fewer working years, which can affect…
Something More with Chris BoydAMR Spring Cleaning - Part 2
The AMR team continues their discussion about spring cleaning finances. This week they focus on investments, administrative tasks, and insurance, taxes, and…
Something More with Chris BoydAMR, Spring Clean Your Finances
You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your…
Something More with Chris BoydAMR, After the Pandemic; President Biden's Address to Congress
Listen to what the AMR team has been itching to do once the pandemic has ended and what they don't want to see revert to pre-pandemic times. Chris, Brian and…
Something More with Chris BoydAMR, speculative investing, mailbag, Jeff Perry joins AMR
Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in…
Something More with Chris BoydAMR's Quarterly Market & Economic Update webinar highlights; speculative investments
Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative…
Something More with Chris BoydAMR, How to Create A Paycheck In Retirement
The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs…
Something More with Chris BoydJenny Jackson, Coldwell Banker Barnes, Nashville Real Estate Market
Jenny Jackson of Coldwell Banker Barnes joins Chris to talk about the Nashville real estate market. Nashville has seen an influx of new homeowners during the…
Something More with Chris BoydDeborah Schilling, William Raveis Real Estate, Cape Cod Real Estate Market
Deborah Schilling of Willam Raveis joins Chris to talk about the real estate market on Cape Cod. Many people moved during the pandemic to attractive locations…
Something More with Chris BoydRyan Tufts, Harbor One Mortgage, Refinancing; AMR, When to Buy a House?
Ryan Tufts from Harbor One Mortgage joins Chris. From a historical perspective mortgage rates continue to be very low and the environment is very competitive…
Something More with Chris BoydAMR, $2T Infrastructure bill; F. Keats Boyd, Boyd & Boyd, P.C., Infrastructure bill tax impact; Brian, Real Estate Investing
Chris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the…
Something More with Chris BoydAMR, Brian's Pet Peeves; Isabeau Miller, Beckon Homes
Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one's…
Something More with Chris BoydAMR, Investing Techniques
Chris and Brian talk about investing for income vs. investing for total return. Even if a company is paying dividends, if they fail to reinvest in their…
Something More with Chris BoydAMR, Being Tax Efficient
AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains…
Something More with Chris BoydMaryanne Bombaugh, MD MSc MBA CPE, Covid-19 check in
Maryanne Bombaugh, MD MSc MBA CPE, past President of MA Medical Society, joins Chris to check in on Covid-19 and the vaccines. They discuss: What do the trends…
Something More with Chris BoydAMR - Tax Planning; Bond Interest Rates
AMR shares tax planning considerations, as well as Biden's tax plan and the potential impact on the economy. Brian talks about rising bond interest rates and…
Something More with Chris BoydF. Keats Boyd, III, Law Offices of Boyd & Boyd, P.C., Stay-At-Home Plan for Seniors
F. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a…
- Something More with Chris Boyd
AMR - Buying A New Car, Market Asset Areas
AMR discusses some of decisions that people make need to consider when getting a new car. Chris and Brian talk about the four distinct asset areas in the…
- Something More with Chris Boyd
AMR, American Rescue Plan Act - inflation and debt
AMR discusses what's in the $1.9 trillion American Rescue Plan Act. In addition to helping individuals and families with incomes below certain thresholds, the…
- Something More with Chris Boyd
AMR - Contingency Planning, Affect of Pandemic on Retirement Planning
AMR shares how to best prepare for unforeseen disasters. How much is enough to keep in an emergency fund? What other financial resources should be available if…
Something More with Chris BoydDouglas MacDonald, CEO and President, Murray and MacDonald Insurance Services
Douglas MacDonald, CEO & President of Murray and MacDonald Insurance Services joins Chris to discuss natural disasters and property and casualty insurance…
Something More with Chris BoydAuthor Marcia Mantell, Social Security Part 2
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who…
Something More with Chris BoydAuthor Marcia Mantell, Social Security
Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who…
- Something More with Chris Boyd
AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design
AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to…
- Something More with Chris Boyd
AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets
Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR's 360 Financial Planning process, where the…