Podcasts
Lemonadio Live
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The First Shot Morning Show
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Something More with Chris Boyd
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Wicked Pissah Podcast
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Coffee with T's
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Cape Cod Chamber of Commerce Policy Podcast
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One Drop Leads to Another
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JT The Chronicles Podcast
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Women Travel Better in Pairs
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13 Folds Radio
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Fit Phat Chat
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My Wine Fit
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Brilliantly Balanced
Visit PageRecent Episodes
April 22, 2025
#244 - John Finney - Overvue and how it creates client and advisor efficiency
John Finney Host Michael Connaughton is joined by John Finney Co-Founder Overvue. John Finney is the co-founder of Overvue, a software company that helps financial advisors streamline their client onboarding. Before starting Overvue, John spent over...
April 21, 2025
What's the Buzz? Recent Lessons
What's the Buzz? Recent Lessons – Chris Boyd, Jeff Perry, and Russ Ball discuss the economic and market news of the week, including the continued stock market volatility, tariffs, the Federal Reserve, unemployment data, consumer sentiment, and...
April 18, 2025
Do 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 Unrealized Appreciation (“NUA”). NUAs are a powerful tool for people having employer stock...
April 15, 2025
# 243 - Andy Ives– Navigating Net Unrealized Appreciation (NUA) Strategies
Andy Ives, CFP®, AIF® – Navigating Net Unrealized Appreciation (NUA) Strategies Host Chris Boyd is joined by Andy Ives, CFP®, AIF®, an IRA Analyst at Ed Slott and Company, LLC, to delve into the intricacies of Net Unrealized Appreciation (NUA)...
April 14, 2025
GO 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 highly informative and entertaining travel related episode. In this episode you will learn...
April 11, 2025
What 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 discuss what a wise investor should do in the midst of the uncertainty. Chris and Jeff...