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 BoydLevel 4 - Freedom
Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they…
- Something More with Chris Boyd
Changing Advisors
Changing Advisors – Chris Boyd and Jeff Perry dig into a recent survey which indicates that approximately 75% of financial planning clients considered changing…
Something More with Chris BoydMail Bag- Whole life insurance policy for college expenses
Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris…
Something More with Chris BoydLevel 3 - Security
Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of…
Something More with Chris BoydThe Survey Says
The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United…
Something More with Chris BoydPaper Soldiers
Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book "Paper Soldiers". Saleha, a reporter from Bloomberg offers her thoughts on "the…
Something More with Chris BoydRetirement Planning for Women
Retirement Planning for Women – With March being Women's History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the…
Something More with Chris BoydLevel 2 - Strategy
Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to the level of…
Something More with Chris BoydThe 5 Levels of Wealth
The 5 Levels of Wealth – Part 1 "Stability" – Chris Boyd and Jeff introduce the topic of the different levels of wealth with the first level being stability…
Something More with Chris BoydIn the News
In the News – Chris Boyd and Jeff Perry dig into the financial news of the week. The big news moving the markets this week is the comments of Federal Reserve…
Something More with Chris BoydThe Big 3 Risks to your Retirement
The Big 3 Risks to your Retirement – Chris Boyd and Jeff Perry review and comment about the potential risks to financial plans during retirement years…
Something More with Chris Boyd1,000!
1,000! – This episode marks the #1,000 podcast of Something More with Chris Boyd! Jeff Perry joins Chris as Chris reflects on his motivations for starting the…
Something More with Chris BoydMore Rules of Thumb
More Rules of Thumb – Chris Boyd and Jeff Perry go back to a recent conversation of common financial rules of thumb. They start off by defining the term "net…
Something More with Chris BoydWhat if you don't need your RMD?
What if you don't need your RMD? – Chris Boyd and Jeff Perry dig into the commonly asked question of what to do with Required Minimum Distributions (RMDs) when…
Something More with Chris BoydIn the News
In the News – With no shortage of newsworthy topics to discuss, Chris Boyd and Jeff Perry review popular news stories of the week. On a lighter note, Chris and…
Something More with Chris BoydPicking up the Pieces
0Picking up the Pieces – Brian Regan joins Chris Boyd and Jeff Perry for this episode to discuss Brian's recently written article titled "Picking up the…
Something More with Chris BoydIn the News
In the News – Chris Boyd and Jeff Perry start of this segment with commentary about the current state of the news in America and the lack of unbiased sources…
Something More with Chris BoydRules of Thumb
Rules of Thumb – Chris Boyd and Jeff Perry dig into a variety of financial generalized rules of thumb when it comes to personal finance ratios. Chris starts…
Something More with Chris BoydTax Guide Offer
Tax Guide Offer – Chris Boyd and Jeff Perry welcome listeners to an entertaining discussion announcing that the Something More Podcast is approaching its 1000…
Something More with Chris BoydAre Interest Rates high or does it just feel like it?
Are Interest Rates high or does it just feel like it? – Over the last few years, the rate on the average 30-year fixed-rate home mortgage jumped from less than…
Something More with Chris BoydWhat Warren Buffet says
What Warren Buffet says – Chris Boyd and Jeff Perry dig into Warren Buffett's most recent letter to shareholders where he outlines some of the things that have…
Something More with Chris BoydFamily Finances in 2024
Family Finances – Chris Boyd and Jeff Perry dig into the difficult topic of managing family finances. Chris starts off the segment with an introduction of the…
Something More with Chris BoydTax Talk 2024
Tax Talk – In the midst of the income tax filing season, Chris Boyd and Jeff Perry review a number of 2023 deductions and credits. Jeff brings up that the…
Something More with Chris BoydDebt & Deficits
Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports. Also discussed are Debt & Deficits. With $34…
Something More with Chris BoydDo Financial Advisors Really Improve Retirement Readiness?
With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if…
Something More with Chris BoydGovernment shut down
Could a Government Shut Down be only days away? Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have…
Something More with Chris BoydMailbag Questions-Timeshare Beware
More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from podcast and radio listeners. In this episode Chris discusses how too many…
Something More with Chris Boyd5 Worst things that harm your retirement plan
Survey of the five worst things that harm your retirement plan – Chris Boyd and Jeff Perry discuss a recent nationwide survey which asked workers and retirees…
Something More with Chris BoydMailBag Questions- Illiquid Investments
Chris Boyd and Jeff Perry dig into questions from podcast and radio listeners. In this episode Jeff asks Chris about the merits of UITs/Defined Portfolios…
Something More with Chris BoydFamily Meetings
Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of Plan4Life to discuss when and why family members should be included financial…
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Understanding Bonds 101
Understanding Bonds 101 – Chris Boyd goes back to the basics of investing in Bonds. Chris starts out by explaining how stocks and bonds are different and why…
Something More with Chris BoydValentine's Day and Healthy Marital Finances
Valentine's Day and healthy marital finances – With Valentine's Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how good financial…
Something More with Chris Boyd"Live Long, Die Short"
"Live Long, Die Short" – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a twenty-three year career in the Air Force, he became the…
Something More with Chris BoydIn the news this week
In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices. Chris and Jeff next talk…
Something More with Chris BoydShould you consider downsizing in retirement?
Should you consider downsizing in retirement? – All in the context of a comprehensive financial plan, the question of downsizing your home in retirement is…
Something More with Chris BoydState Street Global Advisors- Survey Says
And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details of the State Street Global Advisors survey of more than 1,500 investors to…
Something More with Chris BoydIn the Financial News this week
In the Financial News this week – Never a lack of breaking financial news on the minds of investors. Chris Boyd and Jeff Perry review a few stories from the…
Something More with Chris BoydWhat is moving the Market
What is moving the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry to review what has been moving the stock and bond markets…
Something More with Chris BoydHaving Debt in Retirement?
While millions of Americans spend their working days dreaming about retirement, many fail to take the crucial financial steps they should before becoming a…
Something More with Chris BoydThe Magnificent 7! (not the movie)
Brian Regan joins Chris Boyd and Jeff Perry for this segment. The conversations starts with how the stock market has been breaking records under the leadership…
Something More with Chris BoydIn the News
In the News – Chris Boyd and Jeff Perry dig into some of the top stories in the news this past week. They begin their discussion with the latest report on…
Something More with Chris BoydWhat about Diversification for your $39B fund Mr. Gates?
12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for…
Something More with Chris BoydIncome Tax Dates and Planning
Do you know your income tax dates? – With the new year comes tax preparation time. Chris Boyd outlines the key upcoming dates related to income taxes. Jeff…
Something More with Chris BoydLong-Term Care Expenses
How to pay for long-term care expenses – Chris Boyd and Jeff Perry go into great detail about the challenges of planning for long-term care. Chris starts the…
Something More with Chris BoydInvesting in an Election Year
How to survive the uncertainty and invest with confidence in an Election Year – Presidential elections can be divisive and unsettling for many people. At…
Something More with Chris BoydBitcoin ETFs
Bitcoin ETFs are now available – The US Securities and Exchange Commission recently approved 11 exchange-traded funds (ETFs) for Bitcoin. These new ETFs will…
Something More with Chris BoydPortfolio Concerns and Market Trends
Chris Boyd and Brian Regan discuss standard portfolio concerns, addressing issues like over- concentration in investments, the risk of over-diversification…
Something More with Chris BoydSmart Money Moves and Practical Saving Tips
7 Brian Regan, Senior Portfolio Manager, shares valuable insights on Smart Money Moves, focusing on 7 Practical Ways to Save Big and Live Well. He emphasizes…
Something More with Chris BoydWealth Enhancement Group's Client-Centric Approach
Jeff Dekko, CEO of Wealth Enhancement Group, joins Chris to discuss the firms approach to client success. They highlight the importance of a client-centered…
Something More with Chris BoydNew Year's Financial Resolutions and Portfolio Review
Chris Boyd starts the year with a focus on Personal Finance New Years Resolutions, emphasizing the importance of reviewing and planning finances at the start…
Something More with Chris BoydAvoiding mistakes in retirement financial planning
Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their…
Something More with Chris Boyd2024 Market Outlook
2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides…
Something More with Chris Boyd$1M does not go as far as it used to
$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews…
Something More with Chris BoydMarket Trends, Inflation, Global Events, and More #YearInReview
Year in Review – Chris Boyd and Jeff Perry look back at 2023 and discuss a wide range of topics. The conversation starts out with Chris outlining the market…
Something More with Chris BoydNew Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & Team
CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and…
Something More with Chris BoydNew Year, New You: Mastering Goals
Chris Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas…
Something More with Chris BoydNew Year, New Finances
New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see…
Something More with Chris BoydA Money Makeover; Chris Boyd's Portfolio Review
7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review…
Something More with Chris BoydSanta Claus Rally?
In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a "Santa Claus Rally." The two discuss how and when the concept of…