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 BoydPlanning Retirement Income
Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins…
Something More with Chris BoydWhat's moving the markets now?
What's moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting…
Something More with Chris BoydMail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan
Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and…
Something More with Chris BoydAging Plans with Annalee Kruger
Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an…
Something More with Chris BoydInternational Day of Charity
International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways…
Something More with Chris BoydAlphabet Soup
Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political…
Something More with Chris BoydTake a moment, step back, and ask how do I want to be remembered?
Take a moment, step back, and ask how do I want to be remembered? While most of us don't wish to contemplate our own death, doing the necessary estate and…
Something More with Chris BoydWhy we ask the questions we ask
Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant…
Something More with Chris BoydEstate Planning
Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the…
Something More with Chris BoydIs Money the Main Concern of Retirement?
Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week…
Something More with Chris BoydPlanning for College-Cozy Whitman
Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The…
Something More with Chris BoydNew RMD Rules are here
New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry…
Something More with Chris BoydSo Much in the News- Should investors worry?
So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and…
Something More with Chris BoydChris & Brian review the outlook for risk and opportunities
In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk…
Something More with Chris BoydSocial Security ins and outs Part 2 with Marcia Mantell
Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement rejoins the program with Chris Boyd and Jeff Perry for a continuing…
Something More with Chris BoydERISA and Medicare with Marcia Mantell
ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris Boyd and Jeff Perry. The segment starts off with the recognition that the…
Something More with Chris BoydInvestment Fallacies
Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth…
Something More with Chris BoydHow likely are you to need Long-Term Care?
How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the data on the average incidence and duration of long-term care needs and who is…
Something More with Chris BoydWhich of these things doesn't belong
Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)?…
Something More with Chris BoydIncluding family in your financial planning
Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to…
Something More with Chris BoydInflation falling, markets rising
Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is…
Something More with Chris BoydLessons from the Morningstar Investor Conference
Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out…
Something More with Chris BoydFirst half review of the markets for 2024
First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The…
Something More with Chris BoydMisconceptions about your Money
Misconceptions about your Money – Chris Boyd and Jeff Perry explore common misconceptions about money that can put your retirement plan in jeopardy. The…
Something More with Chris BoydRetirement: Income & Taxes
Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial…
Something More with Chris BoydGary Quinzel on Markets, Economy, and Election
Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement…
Something More with Chris BoydBehavioral Wealth and Personal Finance
Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion…
Something More with Chris BoydPensions
Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a…
Something More with Chris BoydIs Inflation Easing?
Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer…
Something More with Chris BoydScams and Schemes with Bob Powell
In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams…
Something More with Chris Boyd"R" or "D" who is better for your portfolio?
"R" or "D" who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal…
Something More with Chris BoydFeelings vs. Facts
Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial…
Something More with Chris BoydThe work-from-home stocks
The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom…
Something More with Chris BoydDuffy Health Center Update
Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy's efforts to prevent and serve…
Something More with Chris BoydMemorial Day Weekend and In the News
Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the…
Something More with Chris BoydBest Night - Cape Cod
Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for…
Something More with Chris BoydWhat is it worth? The Value of an advisor
What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris…
Something More with Chris Boyd8 Ways to become poor in your Retirement
8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in…
Something More with Chris BoydCape Cod Housing Challenges
Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing…
Something More with Chris BoydShould you worry about a declining birth rate?
Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the…
Something More with Chris BoydWhat is the economic data telling us?
What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index…
Something More with Chris Boyd5 Conversations with your Financial Advisor
5 Conversations with your Financial Advisor - Based on the recently published article in Financial Planning (linked below), there are five extraordinary…
Something More with Chris BoydEarnings and what really matters
Earnings and what really matters – Chris Boyd welcomes Brian Regan to the show. With approximately 80% of corporate earnings reported for this quarter, Brian…
Something More with Chris BoydMail Bag- Still working exception to 401Ks
Mail Bag – For this episode, Chris Boyd and Jeff Perry open the "Mail Bag" and discuss questions from clients and listeners. Chris and Jeff start the episode…
Something More with Chris BoydThe Retirement Smile
The Retirement Smile – Chris Boyd and Jeff Perry explore personal spending patterns when people enter retirement. The Retirement Smile shows increased spending…
Something More with Chris Boyd17th Anniversary & Changing Times
17th Anniversary & Changing Times – The Something More with Chris Boyd Radio Show has been on WXTK 95.1FM for 17 years! Chris Boyd and Jeff Perry have a wide-…
Something More with Chris BoydAI and the Human Element of Marketing
AI and the Human Element of Marketing – Michael Byrnes of Byrnes Consulting joins Chris Boyd and Jeff Perry to discuss how Artificial Intelligence is changing…
Something More with Chris BoydIn the News this Week
In the News this Week – For this episode, Chris Boyd and Jeff Perry dig into financially related news items from the last week. Chris and Jeff start off with a…
Something More with Chris BoydInvestors who are more like Gamblers
Investors who are more like Gamblers – Brian Regan, Team AMR's Senior Portfolio Manager, joins Chris Boyd and Jeff Perry and shares his commentary on what he…
Something More with Chris BoydIn the News this week
In the News this week – Chris Boyd and Jeff Perry dig into the top financial news stories of the week. The segment starts off with a review of the recent stock…
Something More with Chris BoydWrap up - Stop Sabotaging Your Retirement Plans
Wrap up - Stop Sabotaging Your Retirement Plans – Chris Boyd and Jeff Perry continue a previous conversation about how to avoid some of the more common…
Something More with Chris BoydFinancial Literacy
Financial Literacy – April is Financial Literacy Month and Chris Boyd and Jeff Perry share their thoughts on what financial and consumer topics should be…
Something More with Chris BoydSpecial Needs Planning
Special Needs Planning – Charlie Massimo joins Chris Boyd and Jeff Perry for an engaging discussion concerning the various financial planning issues for…
Something More with Chris BoydStop Sabotaging Your Retirement Plans
Stop Sabotaging Your Retirement Plans – Referencing a recently published article from Sarah Newcomb, PhD, Chris Boyd and Jeff Perry review a number of subjects…
Something More with Chris BoydWhat's my Number?
What's my Number? – In this episode, Chris Boyd and Jeff Perry explore the commonly asked question of "How much do I need to save to be able to enjoy a…
Something More with Chris BoydLevel 5 - Abundance
Level 5 - Abundance – Chris Boyd and Jeff Perry wrap up their previous discussions concerning the 5 Levels of Wealth by discussing the subject of "Abundance"…
Something More with Chris BoydLooking Back/Looking Forward
Looking Back/Looking Forward – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry with his commentary on the first quarter returns in the…
Something More with Chris BoydShould we worry about the dollar? Mailbag Questions
Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to this episode to discuss a question from the AMR Team Mail Bag. This…
Something More with Chris BoydMarket Observations/First Quarter- How are you looking?
Market Observations/First Quarter review – Brian Regan joins the show to share his generally positive commentary on the first quarter results in the financial…
Something More with Chris BoydIn the News
In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with…