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 BoydTreasury Bonds & Housing; Where are we?
Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed…
Something More with Chris BoydNavigating Market Volatility
Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are…
Something More with Chris BoydTrusts and Divorce with Keats
In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we…
Something More with Chris BoydAre You in the 10%? Breaking Down Income Brackets and Where We Stand
Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the…
Something More with Chris BoydCape & Veteran's Outreach Center
On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that…
Something More with Chris BoydStretching Wealth in the Age of Longevity: Planning for a Century and Beyond
In this thought-provoking episode of "Something More with Chris Boyd," Chris and cohost Jeff Perry explore the implications of increased longevity on…
Something More with Chris BoydMarket Update-Jobs?Inflation?
In this episode of "Something More with Chris Boyd", join Chris and cohost Jeff Perry as they delve into the latest market update. Why can slow economic news…
Something More with Chris BoydInvesting on Artificial Intelligence
AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar "Are You Ready for the Retirement Red Zone?" will…
Something More with Chris BoydAre You Ready for the Retirement Red Zone?
Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar "Are You Ready for the…
Something More with Chris BoydWill AI save us or hurt us? Maybe a bit of both?
Dave Sampson, VP of Cyber Risk and Strategy at Thrive joins to talk about Artificial Intelligence (AI) and cyber security risk. AI is a machine learning…
Something More with Chris BoydWhat did you think of the Republican presidential primary debate?
Is there a viable presidential candidate in the crowd? Chris and Jeff discuss the August 23rd Republican primary debate. 8 members, who met certain thresholds…
Something More with Chris BoydCape Cod Special - Heroes in Transition Gala "Legacy of Love"
Sarah Daly and Kristen Boyd, along with Maria Raber, are chairs of this year's 2023 Heroes In Transition gala. The 14th gala's theme is Legacy of Love and will…
Something More with Chris BoydWhat's My Magic Retirement Number?
How much do you need to retire? This number is personal based on your desired lifestyle and goals (e.g., do you want to retire early, do you want to travel…
Something More with Chris BoydI'm Getting Divorced - Now What?
Are you about to get a divorce or currently going through one? Here are some things to consider from Scott Birmingham, CFP® and Jeff Tomaneng, CFP®, who both…
Something More with Chris BoydAre You Thinking About Retiring Early?
Scott Birmingham, CFP®, AMR's Lead Financial Planner shares some of the things to consider if you are planning to retire early: - You may not be eligible for…
Something More with Chris BoydWhat Does Your Property & Casualty and Life Insurance Cover?
Life insurance is especially important to have during your primary working years if someone (children, spouse, other) is dependent upon your income. If not one…
Something More with Chris BoydIf You're Thinking About A Divorce...
Scott and Jeff, Investment Advisor Representatives at Asset Management Resources, LLC, are both CDFAs (Certified Divorce Financial Analyst). In this episode…
Something More with Chris BoydUsing Debt Intelligently - Is There Such a Thing?
Should you be concerned about last week's CPI numbers, which implied an uptick for inflation? Brian explains that it was expected and that the market yields…
Something More with Chris BoydCollege - Investing in the Future for College & What if your Financial Plan Doesn't Work?
Saving for college is investing in the future. You will have to pay for a future liability (e.g., college) – whether that be saving for it today or paying off…
Something More with Chris BoydCAPE COD EPISODE - Frank Frederickson, Govt. Affairs Director for the MA Fraternal Order of Police
Frank Frederickson joins Jeff Perry for a special Something More with Chris Boyd Cape Cod episode. Frank recently retired after 43 years with the Yarmouth…
Something More with Chris BoydWhat does fundamental analysis mean in measuring a given stock or the market?
Brian Regan, CFA, Chief Investment Officer at Asset Management Resources, LLC, explains that stocks are ownership in a business. Fundamental analysis is…
Something More with Chris BoydDo You Have Control Over Your Finances?
Jeff Tomaneng and Jeff Perry discuss Jeff Perry's latest blog. "Take Control Over Your Financial Goals" focuses on how to take control of your life and…
Something More with Chris BoydHow often should I review projections for my long-term financial plan?
Do you ask yourself "When my financial advisor provides me with a long-term projection for my financial plan, how often should I review the projections?" This…
Something More with Chris BoydAre you getting the most out of your financial advisor?
People may leave their financial advisor if they feel that goals are mismatched, there are excess or unexpected fees, and if communication and/or follow-up is…
Something More with Chris BoydPositioning The Investment Portfolio - What Do We See Going Forward
Asset Management Resources (AMR) uses our Active Allocation approach to recognize what's happening in market and adjust based on a client's risk profile…
Something More with Chris BoydJeffrey Kleintop on the Global Economy - Opportunities & Risks
Chris talks with Jeffrey Kleintop, CFA, Chief Global Investment Strategist & Managing Director with Charles Schwab about the state of the global economy…
- Something More with Chris Boyd
What Condition Our Economic Condition Is In
Brian joins Chris and Jeff to talk about the current condition of the economy. The Federal Reserve made a decision to raise rates by a quarter point last week…
Something More with Chris BoydWhat To Do If You Win the Lottery
So, you finally won the lottery. Avoid the common pitfalls of sudden wealth and take these steps to protect yourself: Secure your ticket – take a copy and…
Something More with Chris BoydMedicare - Things to Know When Planning for Retirement
Medicare is a complex program and can sometimes be confusing. Susan Flanagan of Blue Cross Blue Shield of Massachusetts joins Chris and Jeff to break it down…
Something More with Chris BoydCape Cod Baseball League and Falmouth Commodores Celebrate 100 Years
Chris Fitzgerald, General Manager of the Falmouth Commodores joined Something More with Chris Boyd to talk about the Cape Cod Baseball League and the…
Something More with Chris BoydIs Money Causing You Stress?
Jeff and Jeff review a BankRate.com survey (April 2023) about money and stress. 52% said money has a negative impact on their health and causes stress. 82% of…
Something More with Chris BoydTop Retirement Planning Mistakes
Jeff and Jeff discuss some of the top mistakes people make when planning for retirement from a MarketWatch article. They are: Not planning for long-term care…
Something More with Chris BoydRetirement is an Outdated Concept
Jeff hosts for Chris. He reviews some key financial indicators that recently came out: Consumer Price Index rate of inflation was less than anticipated…
Something More with Chris BoydDon't Be Fooled By These Common Money Myths
Chris and Jeff discuss a CNBC article, "Don't be Fooled by Common Money Myths Financial Gurus Make". 1) Financial 'advice' always has your best interests at…
Something More with Chris BoydWhat Does Your Homeowner's Insurance Cover?
Doug MacDonald, President & CEO of Murray & MacDonald Insurance Services joins to discuss things you don't typically think about with property and casualty…
Something More with Chris BoydWhat...another IRS scam?
Chris and Jeff talk about books and podcasts – and the Something More with Chris Boyd podcast now available on YouTube! They discuss the latest IRS scam where…
Something More with Chris BoydDon't let personal biases drive investment decisions
Chris, Brian, and Jeff talk about biased and fear-based investing. Many make investment decisions based on factors such as politics or where a certain stock…
Something More with Chris BoydSo Where's the Recession?
Brian's back. He talks with Chris and Jeff about improving financial indicators, which indicates that the economy is starting to normalize. Where has the…
Something More with Chris BoydConverting a 401(k) to IRA; What Money Matters Cause Marital Strife
Chris and Jeff chat about the July 4th holiday weekend. They answer an "Ask the Advisor" question "Should I convert my 401(s) to an IRA or ROTH IRA? Last but…
Something More with Chris BoydDon't Make These Retirement Mistakes
Chris & Jeff discuss the 12 retirement mistakes to avoid from a "US News & World Report" article. Some of the mistakes are not getting an early start in saving…
Something More with Chris BoydHaving the Crypto Convo with Ric Edelman
In this episode, Chris talks with Ric Edelman, investor, author, and founder of Edelman Financial Engines about digital assets and blockchain. Ric also started…
Something More with Chris BoydDo you have basic estate planning documents in place?
Attorney F. Keats Boyd, III, President at the Law Offices of Boyd & Boyd, P.C., joins Chris. Keats reviews basic estate planning documents and when they are…
Something More with Chris BoydWhen do you need life insurance?
Chris and Jeff talk about the benefit of having life insurance at different stages of one's life. Life insurance can serve as a temporary tool to give one time…
Something More with Chris BoydSuper Concentrated Stock Market ; Father's Day Advice
Chris & Jeff talk about the market. This week the Federal Reserve paused on interest rate hikes for May and the market is reacting favorably. The Core…
Something More with Chris BoydRobert Powell, award-winning retirement planning journalist
Chris has a great conversation with Robert Powell, award-winning journalist about retirement planning. They talk about bucket lists (once you reach 65 you have…
Something More with Chris BoydJeff Tomaneng, CFP®, Asian-American Voices in Financial Planning; Market Downturns; Republican Presidential Candidates
May was Asian American and Pacific Islander Heritage Month and we celebrate Jeff Tomaneng, CFP®. Jeff is a first generation Filipino American and was recently…
Something More with Chris BoydScott Birmingham, Retirement Readiness Survey; Chris & Jeff, SEC Targets Crypto
Scott Birmingham shares a survey (How well do people perceive their readiness for retirement?) by The Center for Retirement Research at Boston College. Roughly…
Something More with Chris BoydCape Cod Edition: Kristen Mitchell-Hughes, Cape Cod Chamber; Mark Skala, Cape & Islands United Way
Kristen Mitchell-Hughes, Vice President of Tourism, from Cape Cod Chamber of Commerce joins Chris and Jeff. She shares what special events are planned for this…
Something More with Chris BoydSocial Security poll; Withdrawing from retirement accounts for cashflow needs
Is Social Security going to be around when you need it? Chris and Jeff talk about a CNBC Social Security poll that shows bi-partisan support for reducing…
Something More with Chris BoydMemorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops
MA State Rep. Steven Xiharos shares his experience being a Gold Star Father of his son Nicholas and what Memorial Day means to him. Michelle DeSilva, Cape Cod…
Something More with Chris BoydMarket performance & bias; lessons learned - allocation
The AMR team talks about the #market – how is it doing, biases people may have– political or fear, and bank credit tightening. They also review a couple of…
Something More with Chris BoydDavid Walker, Former Comptroller General of the United States
Guest David Walker, US Comptroller General of the United States from 1998-2008 and advocate for federal fiscal responsibility, talks with Chris and Jeff Perry…
Something More with Chris BoydDebt Ceiling; Financial Literacy; Social Security Reform
Chris and Jeff discuss the debt ceiling and the politics around it. They also cover Social Security Reform and the Windfall Elimination Provision (WEP). With…
Something More with Chris BoydHerMoney's Jean Chatzky; Personal Finance
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Jean Chatzky. Jean is an award-winning journalist, podcast host, radio show co-host, and CEO and…
Something More with Chris BoydMother's Day; Lessons Learned from Mom
Host and CEO Chris Boyd, CFP®, and Jeff Perry, JD, are joined by Chris's mother, Ina Boyd, to share stories and express appreciation for all mothers out there…
Something More with Chris BoydLeveraging Debt; Realistic Rate of Return; Institutional Investing
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary…
Something More with Chris BoydCape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race
We are joined by Nicole Spencer, Executive Director of Heroes in Transition (HIT), to discuss HIT's 8th annual Ruck race. The 200+ mile race runs through all…
Something More with Chris Boyd16 Year Anniversary!; Federal Reserve; US Debt Ceiling
Something More with Chris Boyd celebrates its 16-year anniversary. Chris reflects on the start of the show and his firm. Chris and Jeff discuss the Federal…
Something More with Chris BoydEconomic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities
Host and IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, take the hour to discuss financial matters. They start by giving an economic and market update by…
Something More with Chris BoydCost to Retire Comfortably; Importance of Local Elections; AMR Update
Host and IAR Jeff Perry, JD, is joined by AMR's Lead Financial Planner and Chief Compliance Officer, Scott Birmingham, CFP®. They discuss what it costs to…