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 BoydDo I need to know about NUAs?
Do I need to know about NUAs? - Andy Ives, CFP®, AIF® from Ed Slott and Company joins Chris Boyd and Jeff Perry for an interesting conversation about Net…
Something More with Chris BoydGO SOMEWHERE - Colin Stroud
GO SOMEWHERE - Colin Stroud – Travel expert and advisor on how to best use your credit card points and airline miles Colin Stroud joins the AMR Team for a…
Something More with Chris BoydWhat A Week! So, Is It Over?
What A Week! So, Is It Over? – With seemingly endless announcements on tariffs and the related stock market volatility, Chris Boyd, Jeff Perry, and Brian Regan…
Something More with Chris BoydTariffs and how they relate to an estate planning checkup
Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could…
Something More with Chris BoydNew Trump Tariffs and the Stock Market
Chris Boyd, Jeff Perry, and Russ Ball discuss the breaking news of the new tariffs known as "Liberation Day" imposed by President Trump. With the increased…
Something More with Chris BoydWhat to do when a parent dies?
Losing your parent is a profound event. While one will certainly suffer the emotional impacts, there are also important financial actions to take immediately…
Something More with Chris BoydRecession?
Recession? – Chris Boyd welcomes Jeff Perry and Brian Regan for an in-depth discussion whether the US economy is heading into a recession. Chris begins the…
Something More with Chris BoydSocial Security: To start or not to start, that is the question
Social Security: To start or not to start, that is the question! – Deciding when to claim your Social Security benefits might appear to be a simple decision…
Something More with Chris BoydDonor Advised Funds
Donor Advised Funds – If you are charitably inclined, you are likely interested in maximizing your contribution to your favorite organizations while realizing…
Something More with Chris Boyd5 signs it is time to retire
5 signs it is time to retire – Retirement means different things to different people. Some people have been planning and preparing for years with a clear…
Something More with Chris BoydIt has been 5 years
With this week marking five years since Covid related shutdowns, Chris Boyd, Jeff Perry, and Russ Ball begin this episode with reminiscing of where they were…
Something More with Chris BoydTax Time
Being in the heart of income tax time, Chris Boyd, Jeff Perry, and Russ Ball remind listeners of key upcoming filing dates and related retirement account…
Something More with Chris BoydMarkets and Tariffs
With all the market volatility related to tariffs, Chris Boyd invites Senior Portfolio Manager Brian Regan on the podcast. Also joining the episode is Jeff…
Something More with Chris BoydNavigating aging care with Back Nine Nurses
The founders of Back Nine Nurses, Deborah O'Kelly and Kristen Hyde join Chris Boyd and Jeff Perry for an in-depth conversation about how they are responding to…
Something More with Chris BoydMarried Women Need to Pay Attention
Chris Boyd and Jeff Perry welcome Dr.Laura Mattia to the podcast. The conversation focuses on the premise that while money is not the key to happiness, using…
Something More with Chris BoydIs 80% enough?
Is 80% enough? – Chris Boyd and Jeff Perry explore the question of how much you will likely be spending in retirement. The pair begins the conversation with…
Something More with Chris BoydFamily Planning – not what you are probably thinking?
Family Planning – not what you are probably thinking? – Families talk about finances in different ways. Some are incredibly open about the realities of their…
Something More with Chris BoydChallenges to an early retirement
Challenges to an early retirement – Chris Boyd and Jeff Perry explore the risks and challenges to retiring early. Chris and Jeff start the episode with how…
Something More with Chris BoydFires - Are You Properly Covered?
Fires - Are You Properly Covered? – With the recent fires in California, many homeowners across the country are wondering if they are properly covered. Chris…
Something More with Chris BoydHow much can I take?
How much can I take? – How retirees determine a safe withdrawal rate is one of the most frequent questions clients ask their financial advisors. Chris Boyd…
Something More with Chris BoydFree Yourself
Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and when engaging a financial advisor can have a meaningful impact on free…
Something More with Chris BoydWhat's new for Social Security in 2025?
What's new for Social Security in 2025? – With some 73 million Americans relying on Social Security for monthly income, there is a lot of interest in the…
Something More with Chris BoydTo convert or not…that is the question
To convert or not…that is the question – If the title of this podcast captured your attention, let us be clear from the outset that there will not be any…
Something More with Chris BoydWill your wishes be followed
Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff Perry, and Russ Ball discuss the need for a comprehensive estate plan…
Something More with Chris BoydNavigating life's milestones
Navigating life's milestones – Chris Boyd opens this episode with sharing a personal story concerning the recent passing of his first financial planning…
Something More with Chris BoydTrump's Taxes, Tariffs, Immigration & the Market
Trump's Taxes, Tariffs, Immigration & the Market – With the inauguration of President Trump, the focus is shifting from political rhetoric to actual governing…
Something More with Chris BoydDogs of the Dow
Dogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the…
Something More with Chris BoydWant to Buy or Sell a Business?
Want to Buy or Sell a Business? – Owner of Compass Business, LLC Doug Cabral joins this episode for an in-depth conversation on the process and challenges of…
Something More with Chris BoydSocial Security Fairness
Social Security Fairness – With the repeal of Social Security's Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO), Chris Boyd, Jeff…
Something More with Chris BoydThe rise of the ETF
The rise of the ETF – Chris Boyd shares his commentary about the increasing use of Electronically Traded Funds (ETFs). Chris references a recent paper by JP…
Something More with Chris BoydA New Year
A New Year – Chris Boyd, Jeff Perry, and Russ Ball review 2024, including stocks, bonds, real estate, and cryptocurrency. The trio offers their forecasts for…
Something More with Chris BoydDo you have a Goal?
Do you have a Goal? – It is time to think about 2025 New Year's resolutions and goals. Chris Boyd and Jeff Perry share their personal perspectives on setting…
Something More with Chris BoydAnnual Reviews/Know Your Numbers
Annual Reviews/Know Your Numbers – As we close out 2024 and enter a new year, it is a great time to meet with your financial advisor and conduct a holistic…
Something More with Chris BoydDon't go broke in retirement
Don't go broke in retirement – Chris Boyd and Jeff Perry dig into several factors that can lead to someone in retirement not having sufficient assets and…
Something More with Chris BoydNot never, but be cautious
Not never, but be cautious – Should you buy an annuity as a part of your retirement planning? Based on an email from a listener, Chris Boyd and Jeff Perry…
Something More with Chris BoydRetirement Income Strategies for the Long Haul
Retirement Income Strategies for the Long Haul – Chris Boyd opens this episode with an offer to listeners for a complimentary 2024 Tax Planning Checklist. The…
Something More with Chris BoydElevate & Empower
Elevate & Empower – Author and radio personality Jeff Katz joins the podcast to discuss his new book, Elevate & Empower. The show starts out with a lively…
Something More with Chris BoydUnpacking Social Security & Government Pensions
Unpacking Social Security & Government Pensions – Chris Boyd, Jeff Perry and Russ Ball explore the often-incorrect assumptions people have related to social…
Something More with Chris BoydBulls, Bears, and Pigs
Bulls, Bears, and Pigs – After two years of strong market gains, many investors are wondering if a decline in stock prices is on the horizon. Chris Boyd, Jeff…
Something More with Chris BoydBeware of Frauds and Scams
Beware of Frauds and Scams – Chris Boyd and Jeff Perry focus this episode with an update on recent methods that criminals are using to steal your funds and…
Something More with Chris BoydSmall Business Saturday and Giving Tuesday
Small Business Saturday and Giving Tuesday – With the holiday season being in full swing, Chris Boyd, Jeff Perry, and Russ Ball start of with a discussion on…
Something More with Chris BoydMail Bag with Brian Regan; pros and cons of concentration
Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry and Russ Ball to answer client questions. The episode begins with Brian…
Something More with Chris BoydThe Future of You
The Future of You – Co-founders of "The Future of You" Nan Ives and Lisa Stornaielo join Jeff Perry and Russ Ball for a non-financial planning discussion…
Something More with Chris BoydLessons from Clients
Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock…
Something More with Chris BoydYear-end tax planning
Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics…
Something More with Chris BoydWhere are Mortgage Rates headed?
Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage discusses the current state of the home mortgage market with Chris Boyd and Jeff…
Something More with Chris BoydThe Case for International Investing with Nick Paul, MFS
The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff…
Something More with Chris BoydMeaning of Money
Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about…
Something More with Chris BoydRMD's and things to remember
RMD's and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with…
Something More with Chris BoydElection and Investing
Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets…
Something More with Chris BoydRetirement Confidence
Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit…
Something More with Chris BoydEnd of Year Planning
End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year…
Something More with Chris BoydCollege Planning – Part 2
College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce…
Something More with Chris BoydCollege Planning – Part 1
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris…
Something More with Chris BoydThe Survey Says; Retirement Lifestyle Study
The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement's recent Retirement…
Something More with Chris BoydDoes China care about our elections?
Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really…
Something More with Chris BoydCritical Financial Steps to Take Before You Retire
Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top…
Something More with Chris BoydWhy Investors Missed Out on 15%
Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR…
Something More with Chris Boyd10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The…
Something More with Chris BoydThe Fed, Interest Rates, and the Market
The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent…