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 BoydSocial Security/Medicare (Part 2)
CEO Chris Boyd, CFP®, and social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell, continue their discussion on social security…
Something More with Chris BoydSocial Security/Medicare (Part 1)
CEO Chris Boyd, CFP®, is joined by social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell. They discuss all things social security…
Something More with Chris BoydPolitics with Texas State Rep Lamar Smith; Financial News
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by retired Congressman and Texas State Representative Lamar Smith of the 21st district of Texas. He…
Something More with Chris BoydReverse Mortgages with Bob Tranchell of The Federal Savings Bank
Chris and Jeff open with an outline of the show and promote our upcoming live show on Saturday, April 22 with Marcia Mantell, who is a social security expert…
Something More with Chris BoydFinancial Literacy; Money Supply; Roll Returns
IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your…
Something More with Chris BoydDefining Easter with Pastor Ben Feldott; Financial Literacy Month
We are joined by Pastor Ben Feldott of Cape Cod Church to discuss the meaning of Easter and how it's the story that defines people of the Christian faith. He…
Something More with Chris BoydReal Estate and Mortgage Conditions with Annie Hart Cool and Savannah Fabbio
We are joined by Annie Hart Cool, real estate agent from Sotheby's International Realty, and Savannah Fabbio, VP regional manager at Shamrock Home Loans. We…
Something More with Chris BoydFinancial Planning Advice; Gordon Moore, Moore's Law; Economy
CEO Chris Boyd, CFP®, CIO Brian Regan, CFA®, and IAR Jeff Perry, JD, give financial planning advice based on an example geared toward to the middle aged…
Something More with Chris BoydUnethical Business Practice; RMDs; Client Lessons Learned
CEO Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss a filing by the SEC that is charging a Massachusetts based Investment Advisor firm for…
Something More with Chris BoydClimate Change; Risk Management; Credit Lending Measures; What Happens When a Bank/Firm Fails?
Host Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss climate change and its potential impacts, along with getting into risk management when it…
Something More with Chris BoydDemographics with Ken Gronbach; Tax Strategies
With a global population size of 8 billion people, what are our current challenges and what will we contend with at current population rates? We are joined by…
Something More with Chris BoydRecent Bank Failures, Market Response, CPI/Fed Expectations
CEO Chris Boyd, CFP®, and CIO Brian Regan, CFA®, talk about what happened with the recent bank failures, the logistics behind Federal Reserve and FDIC actions…
Something More with Chris BoydMedicare Reform Pt. 2; How to Evaluate Your Financial Advisor; Massachusetts Heraldry
Chris and Jeff continue their conversation on Medicare reforms that are being proposed by the Biden Administration. They discuss how Medicare is struggling in…
Something More with Chris BoydMarket Conditions/Economy; Social Security & Medicare Reform
Hosts Chris Boyd, CFP®, and Jeff Perry, JD, are joined by AMR CIO Brian Regan, CFA®, to discuss recent market movements in relation to Fed Chairman Jerome…
Something More with Chris BoydBoston (band) Bassist Tracy Ferrie; Portfolio Positioning & More
Chris and Jeff are joined by Tracy Ferrie, Boston (band) bassist and worship pastor at Covenant Community Church on Cape Cod. Tracy tells us about his journey…
Something More with Chris BoydSECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR's Financial Planning webinar on the SECURE Act 2.0 and give updates on Something More as Chris takes…
Something More with Chris BoydGeopolitics & Markets; Investment Ratios; Preparing for Retirement
Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how…
Something More with Chris BoydSECURE Act 2.0 Webinar Info; Money Issues in Relationships
Host and IAR Jeff Perry, JD, is joined by AMR's Marketing Director Cathi Ingersoll to present AMR's upcoming Financial Planning webinar "SECURE Act 2.0 - 5…
Something More with Chris BoydFinancial Lessons Taken from Seinfeld
On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes…
Something More with Chris BoydCPI; Stock Valuation; Cyber Security
Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their…
Something More with Chris BoydSaving Goals; US Employment Data Implications; ChatGPT AI
Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting…
Something More with Chris BoydIncomes and Costs of Living; Cashflow Planning
CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living…
Something More with Chris BoydEstate Planning Tax Strategies
CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools…
Something More with Chris BoydFinancial Planning Meets Estate Planning; Economy; Millionaire Tax
Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss…
Something More with Chris BoydEconomic Outlook; Long Term Care Planning; Debt Management
Chris and Jeff are joined by AMR's Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes…
Something More with Chris BoydGDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook…
Something More with Chris BoydUS Debt Ceiling; Preparing for a Long Retirement
Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic…
Something More with Chris Boyd2022 Analysis; 2023 Outlook; Investing/Financial Planning
CIO Brian Regan, CFA®, gives a recap on AMR's Quarterly Economic & Market Update webinar - reviewing 2022 market performances and 2023 portfolio design. Brian…
Something More with Chris BoydStock/Bond Investing; Diversification
Chris and Jeff get into market effects due to inflation and rising interest rates, specifically looking at bonds and the valuation of stocks. How much do the…
Something More with Chris BoydCPI/Inflation; Big Lottery; 60/40 Asset Allocation
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, cover news on inflation and discuss Consumer Price Index (CPI) trends and what it means for the Federal Reserve…
Something More with Chris BoydWorth Having a Financial Advisor?; Geopolitical Tensions on International Investments
The team gets into why it's worth having a financial advisor, mentioning the benefits of having a professional on your side to characterize aspects of your…
Something More with Chris BoydComplimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and Marketing Director Cathi Ingersoll kick-off the first show of 2023 discussing the importance and logistics of new…
Something More with Chris BoydSecure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023
Chris and AMR's Lead Financial Planner, Scott Birmingham, CFP®, go through the Secure Act 2.0, its nuances on Roth conversions and more, and what it means for…
Something More with Chris Boyd2022-2023 Economy & Markets; Complimentary Portfolio Review
There's no getting around the fact that 2022 was a tough year for investors. Chris gets into what tends to happen after a market disruption. Chris introduces…
Something More with Chris BoydThe Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions
We are joined by the President and CEO of The Cape Cod Foundation, Kristin O'Malley, to explain the non-profit's active role in the Cape Cod community. Being…
Something More with Chris BoydCPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance
Host Chris Boyd, CFP®, and Jeff Perry, JD, are joined by fired-up Brian Regan, CFA®, this hour to talk about the recent rollercoaster week in the market. They…
Something More with Chris BoydESG Investing; Santa Clause Rally; Are Commentators Worth Following?; Something More
Host Chris Boyd, CFP®, and Jeff Perry, JD, discuss challenges that occur when investing in ESG, recent controversy, what diversity means as an investment firm…
Something More with Chris BoydMeaning of "Something More"; Employment Rates; ESG Investing
Host Chris Boyd, CFP®, and co-host Jeff Perry, JD, are joined by Marketing Director Cathi Ingersoll to discuss the meaning behind "Something More." Chris gives…
Something More with Chris BoydCape & Islands United Way; Market & Financial News
Host Jeff Perry, JD, is joined by President and CEO of the Cape & Islands United Way, Mark Skala, to speak about charitable giving this time of year…
Something More with Chris BoydSheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting
Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff's Office to discuss his time and career in law enforcement, from entering…
Something More with Chris BoydHousing Security, Champ Homes; New World Order or Continued Global Economy?
Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system…
Something More with Chris BoydConsumer Debt, Holiday Budgets; AAA: 2023 Travel Trends
IAR Jeff Perry, JD, and AMR's marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck…
Something More with Chris BoydMarket Conditions and the Economy; Holiday - Toys for Tots
Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity…
Something More with Chris BoydFounder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics
Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan's venture starting Cape Air. They…
Something More with Chris BoydThe First Thanksgiving; Election Results
We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares…
Something More with Chris BoydEconomy, Inflation, Energy, CPI Report; Cryptocurrency
IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations…
Something More with Chris BoydVeterans Day with Cape & Islands Veterans Outreach Center
As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center's Treasurer, Bill Blaisdell, and Outreach & Programs…
Something More with Chris BoydUpcoming Massachusetts Elections with Matt Pitta
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming…
Something More with Chris BoydQ3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what…
Something More with Chris BoydLong-term Care Planning
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into discussion of Long-term care planning and how to incorporate long-term care considerations in your…
Something More with Chris BoydTommy's Place - Non-profit for Kids Fighting Cancer; Immigration in America
Joining us is Tim O'Connell, Founder and President of Tommy's Place, which is a non-profit that acts as a vacation home for kids fighting cancer. Tim shares…
Something More with Chris BoydFear-Based Decisions; Market Update; Tax Bracket Adjustments; Europe
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, get into a client inquiry that makes a case for investments in gold stemming from fear in current market…
Something More with Chris BoydAmerican Red Cross; Heroes In Transition Annual Gala; Massachusetts Election Questions
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Barbara Cotton, Executive Director of the American Red Cross, to discuss the local chapter's…
Something More with Chris BoydCPI Report; Q4 Economic & Market Outlook; Social Security Benefit Increase
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, dig into the release of recent CPI data for September. Brian shares good and bad news, and…
Something More with Chris BoydHurricane Ian Insurance Takeaways; National Financial Planning Month
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Douglas MacDonald, President & CEO of Murray & MacDonald Insurance Services, Inc., to discuss…
Something More with Chris BoydEuropean Economic Impact on US; "Liquidity Event"; US National Debt
CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Chris's trip to Portugal and segue into European economic challenges and how…
Something More with Chris BoydFederal Reserve Discussion; Sandwich Town Clerk on Upcoming Elections
Host and IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, open this hour talking about criticism given by Economist and Professor of Finance at the Wharton…
Something More with Chris BoydCustomer Service Week; Financial Planning Logistics
Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's…
Something More with Chris BoydResources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, discuss AMR's most recent quarterly newsletter: Resources Review, which promotes AMR's most…
Something More with Chris Boyd9/21 Fed Meeting; Inflation; Bond Investing; Central Banks
CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, cover things discussed in the 9/21 Fed meeting. Brian shares with us that even as the Fed fund rate increase…