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 Boyd
AMR, Financial Planning for Life Milestones Part 3
AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement. Are you familiar with the 4% rule of thumb for…
- Something More with Chris Boyd
AMR discusses last week's market fluctuation and Bitcoin
Chris and Brian explain what happened with the market last week and they discuss Bitcoin. Stocks are a long-term investment where investors own an underlying…
- Something More with Chris Boyd
Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage
Chris continues the buying a home discussion with Annie Hart Cool of Sotheby's International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their…
Something More with Chris BoydLife Milestones Part 1 - Chris and Cathi, AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage
Ceremonial milestones in our lives take #financialplanning. Did you know that the average cost of a wedding on Cape Cod is $50,000? Annie Hart Cool, Justice of…
- Something More with Chris Boyd
AMR, Financial Housekeeping Tips; Bill Blaisdell, Cape and Islands Veteran's Outreach Center
AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios…
- Something More with Chris Boyd
AMR, Quarterly Economic and Market Update; Complimentary Portfolio Review offer
AMR recognizes Martin Luther King Jr. Day! Chris and Brian review last quarter's performance, and how the economy and other key considerations inform AMR's…
- Something More with Chris Boyd
AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County
AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and…
- Something More with Chris Boyd
AMR, Investing for Return
Brian and Chris talk about how the #stockmarket was affected by the events of last week, #investing for income vs. return, and Barron's "Best Income…
- Something More with Chris Boyd
Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness
Brian Regan, AMR's CIO, shares his two (really three) biggest investment lessons from 2020: don't overreact to politics; stocks are long-term assets and…
- Something More with Chris Boyd
Chris, 2020 market highlights, AMR Complimentary Portfolio Review
The market hit 50 all-time highs in 2020. Chris shares performance for the Dow Jones, S&P 500, Nasdaq, small company stocks, oil, gold and silver, Bitcoin, and…
Something More with Chris BoydAlisa Magnotta CEO, Housing Assistance Corp.; Chris and Cathi, 2020 Radio Program Highlights
Alisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the…
- Something More with Chris Boyd
Brian, Stimulus Program; Chris, AMR Complimentary Portfolio Review; Scott, 360 Financial Planning
Brian reviews what's in the Stimulus package and how the markets might react. Chris reviews AMR's Complimentary Portfolio Review – learn more at…
- Something More with Chris Boyd
Chris, Mike and Scott, Year-End Tax Tips; Barbara Cotton, Executive Director, American Red Cross-Southeastern MA
Mike provides some year-end tax planning tips, including: Max out your retirement plan contributions IRA RMDs are not required this year IRS is allowing a $300…
Something More with Chris BoydChris and Brian, Purchasing Individual Stocks
Chris and Brian talk about things to consider when purchasing individual stocks, including the company's: market capitalization income statement gross margin…
- Something More with Chris Boyd
AMR - stock buybacks, managing holiday debt
What is a stock buyback? Brian, AMR's CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks…
Something More with Chris BoydF. Keats Boyd, President, Boyd & Boyd, P.C., philanthropic giving
70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this…
- Something More with Chris Boyd
Kristin O'Malley, President and CEO, Cape Cod Foundation; Lisa Guyon, Exec. Director, WE CAN; AMR, How Couples Share Finances
Kristen O'Malley, President and CEO, of The Cape Cod Foundation, announced a Strategic Emergency Response Fund challenge campaign to help Cape Cod families who…
Something More with Chris BoydAMR shares actions to take before year-end and how couples management finances.
The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan…
- Something More with Chris Boyd
Susan Huettner, Esq., Law Offices of Susan A. Huettner, PC; Scott, Divorce Financial Planning; Chris and Brian, AMR 2020 Portfolio Tactics
Susan Huettner, Esq., specializing in family law, shares how the MA courts are currently handling family cases. She is seeing an uptick in divorce cases, with…
- Something More with Chris Boyd
Chris & Brian, Covid-19 vaccines & Janet Yellen; Douglas MacDonald, President, Murray & MacDonald Insurance
Chris and Brian talk about Covid-19 vaccinations and Biden's appointment of Janet Yellen as Treasury Secretary. Douglas MacDonald, President, Murray &…
- Something More with Chris Boyd
AMR 401(k) complementary 401(k) Review; Mark Skala, President of Cape and Islands United Way
Is your 401(k) working as hard as you do? Chris and Scott talk about things to consider. AMR is offering a complementary 401(k) review. Learn more at…
Something More with Chris BoydSkip Schweiss, President-elect of the Financial Planning Association; Brian Regan, AMR, NY Times Deal Book Summit
Chris welcomes Skip Schweiss, President-elect of the Financial Planning Association (FPA). Skip shares a few initial thoughts on what a Biden administration…
- Something More with Chris Boyd
Robert Vandy, President, Advisors Insurance Brokers; Tammy Leone, Director, Cape Kid Meals
Chris welcomes Bob Vandy, President of Advisors Insurance Brokers. They discuss factors to consider when choosing between traditional #long-termcareinsurance…
Something More with Chris BoydAMR - Chris & Brian - market review, Chris & Cathi long-term care recap
Brian reviews recent drivers behind the market, including a split Congress, selection of a U.S. president, relations with China, and momentum with a…
Something More with Chris BoydBill Blaisdell, Joe Taylor, Anthony Encarnacion, Veterans Outreach Center; Chris & Cathi, MA Covid-19 Order #54
On this Veterans Day, Chris welcomes Bill Blaisdell and Joe Taylor from the Cape & Islands Veterans Outreach Center to share the great work that they do to…
Something More with Chris BoydChris and Brian, market reaction to elections, muni bonds, lessons learned
Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic…
Something More with Chris BoydAMR - retirement savings, biological aging, Trump vs. Biden
Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors…
Something More with Chris BoydChris, voting & coronavirus numbers; Brian, investing in bonds
Chris talks about voting options and the coronavirus numbers. Why invest in bonds when interest rates are so low? Brian explains.
Something More with Chris BoydAnnalee Kruger, Right Care; Maureen Gardner, Laurentide Mashpee Commons
Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how…
- Something More with Chris Boyd
Cyndy Jones, Nicole Spencer, Kristen Boyd, Heroes in Transition; Melanie Braverman, Alzheimer's Family Support Center of Cape Cod
Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great…
Something More with Chris BoydAmy Barao Kullar, Esquire, Patricia Mello & Associates, P.C., Medicaid
Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts)…
Something More with Chris BoydAMR Q4 Economic & Market Outlook; Bob Tranchell, HECMs, The Federal Savings Bank
Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the…
- Something More with Chris Boyd
Joy Tower, Regional Director, Mary Ellen Greenfield, Culinary Director, Maplewood Senior Living; Chris and Scott, national FPA conference and social security question
AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their…
Something More with Chris BoydChris Boyd, traditional long-term care insurance; Robert Vandy, President of Advisors Insurance Brokers, hybrid insurance solutions
Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why…
- Something More with Chris Boyd
Joanna Lovely, Maplewood @ Mill Hill; Mike & Marcia Perna, Medicaid article; AMR, financial scams
Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a…
- Something More with Chris Boyd
Kurt Raber, Tim Sawyer, Todd Carson, Catalyst Architecture Interiors
Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm's evolution, rebranding from Brown, Lindquist…
- Something More with Chris Boyd
Heath Hurd, Medicare: Countdown to 65
Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information…
Something More with Chris BoydMatt Burke, Co-President, Cape Cod Five
Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank's role in helping small businesses gain access…
- Something More with Chris Boyd
Sheila McGlynn Faust, widowhood; Keats Boyd, III, digital assets
A widower shares her story – both her financial and personal experiences. Keats Boyd III, President of boydandboydpc.com talks about proactive planning for…
- Something More with Chris Boyd
AMR, Widowhood Part 2 - Steps to take after the loss of a spouse
The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance…
Something More with Chris BoydF. Keats Boyd, III, Boyd & Boyd P.C., Estate Planning for Widows and Widowers
Keats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse –…
- Something More with Chris Boyd
AMR team, preparing finances for widowhood
The AMR team discusses how to prepare for widowhood. Email radio@AMRfinancial.com or call 508-771-8900 if you'd like the AMR paper "Financial Planning for…
Something More with Chris BoydDan Wolf, Founder & CEO of Cape Air
Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his…
Something More with Chris BoydBrandon Monk, Head of U.S. Plasma Derived Therapies, Takeda Pharmaceuticals
Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a…
- Something More with Chris Boyd
Scott Birmingham, AMR, Retirement Readiness
Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts…
Something More with Chris BoydBob Tranchell, HECM Senior Vice President, The Federal Savings Bank
Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy…
- Something More with Chris Boyd
AMR - markets under political administrations and insurance tips; Paul Tardif, Esq., promissory note for sold property
Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners…
- Something More with Chris Boyd
Chris and Brian discuss market value, investment trends, and tax policy under different administrations
The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about…
Something More with Chris BoydVinny deMacedo, Director of Regional Partnerships, Bridgewater State University
Vinny deMacedo, Director of Regional Partnerships, shares how Bridgewater State University pivoted in March to all online classes for its 11,000 students. This…
Something More with Chris BoydJulia Shields-Rutyna, Director of College Planning, MEFA
Julia Sheilds-Rutyna, Director of College Planning at MEFA, talks about ways to fund a college education: savings plans, financial aid, scholarships, college…
Something More with Chris BoydMegan Witton, Staff Scientist, Atlantic White Shark Conservancy; Brian discusses gold and silver
Cathi talks with Megan Witton, Staff Scientist at the Atlantic White Shark Conservancy, about their research and findings. Chris and Brian discuss whether gold…
Something More with Chris BoydBrian Regan. markets in the pandemic and Govt. assistance; Betsey Sethares, Exec. Director, Cape Cod Times Needy Fund
Brian explains the markets bouncing back during the pandemic and the impact of government assistance on the economy. Betsey Sethares, Executive Director of the…
- Something More with Chris Boyd
AMR Team, Republican Senate Coronavirus Relief proposal, best ways to access cash
The AMR team discusses the Republican Senate Coronavirus Relief proposal and Democrats response. Scott reviews some of the CARES Act provisions that can…
- Something More with Chris Boyd
AMR Team, Q2 economy and corporate earnings
The AMR team discusses the Q2 GDP drop and corporate earnings, which beat expectations. They talk about recent Fed announcements to provide ongoing support…
Something More with Chris BoydAMR team; Randy Hunt, MA State Representative
The AMR team talks about unemployment claims and the next virus aid package. State Representative Randy Hunt discusses plans for building new Cape Cod bridges…
Something More with Chris BoydJulie Wagner, Asst. Publisher & Editor, Cape Cod Life
Julie Wagner, Assistant Publisher and Editor of Cape Cod Life magazine (including Cape Cod Home and Cape Cod Art) joins Chris. The Best of Cape Cod & Islands…
Something More with Chris BoydJeff Riley, Commissioner for Secondary and Elementary Education for Commonwealth; Patricia DeBoer, Superintendent of Mashpee Public Schools
Chris talks with Jeff Riley, MA Commissioner for Secondary and Elementary Education and Patricia DeBoer, Superintendent of Mashpee Public Schools about the 3…
Something More with Chris BoydJeff Perry, Special Sheriff for Barnstable County
Jeff Perry, Special Sheriff for Barnstable County, joins Chris this week. They discuss the "defund the police" movement.
Something More with Chris BoydKerin Delaney, Acting Executive Director, Falmouth Service Center; AMR Team, How Coronavirus is Changing Retirement
Kerin Delaney, Acting Executive Director, Falmouth Service Center tells how their 14 programs and 600 volunteers are supporting those in need. The AMR team…
Something More with Chris BoydAttorney F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.
Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one…