Episodes

Stretching Wealth in the Age of Longevity: Planning for a Century and Beyond
Sept. 5, 2023

Stretching 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 retirement planning. As lifespans extend and the idea of living past 100 becomes less of an anomaly,...
Market Update-Jobs?Inflation?
Sept. 4, 2023

Market 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 spell good news for the market? They touch upon the latest on jobs, inflation, and the...
Investing on Artificial Intelligence
Aug. 31, 2023

Investing 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 be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The...
Are You Ready for the Retirement Red Zone?
Aug. 29, 2023

Are You Ready for the Retirement Red Zone?

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 be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The...
Will AI save us or hurt us? Maybe a bit of both?
Aug. 24, 2023

Will 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 mechanism that feeds data into software through algorithms that analyze data and determines how to...
What did you think of the Republican presidential primary debate?
Aug. 24, 2023

What 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, joined the debate of 12 candidates. They analyzed the performance of the candidates from...
Cape Cod Special - Heroes in Transition Gala
Aug. 24, 2023

Cape 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 be held on Friday, September 22nd at the Coonamessett Inn in Falmouth. Heroes in...
What's My Magic Retirement Number?
Aug. 23, 2023

What'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, etc.). It can also be a moving target because factors like inflation, interest rates, health...
I'm Getting Divorced - Now What?
Aug. 22, 2023

I'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 hold their CDFA® (Certified Divorce Financial Analyst) certification and help...
Are You Thinking About Retiring Early?
Aug. 17, 2023

Are 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 Social Security, penalty-free IRA distributions, or Medicare.  ...
What Does Your Property & Casualty and Life Insurance Cover?
Aug. 16, 2023

What 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 depends on your income, you may not need life insurance. It is important to know what kind...
If You're Thinking About A Divorce...
Aug. 15, 2023

If 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, they share things to consider if you think you might be heading for divorce. First, is to get...
Using Debt Intelligently - Is There Such a Thing?
Aug. 14, 2023

Using 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 responded favorably after the reading. 90% of the increase was caused from a shelter number....
College - Investing in the Future for College & What if your Financial Plan Doesn't Work?
Aug. 14, 2023

College - 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 a loan tomorrow. Families have different values when it comes to paying for a college...
CAPE COD EPISODE - Frank Frederickson, Govt. Affairs Director for the MA Fraternal Order of Police
Aug. 10, 2023

CAPE 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 Police Department, 12 as the Police Chief. Chief Frederickson showed his exceptional ability to...
What does fundamental analysis mean in measuring a given stock or the market?
Aug. 9, 2023

What 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 analyzing the fundamentals of the business, applying valuation to that business, and comparing...
Do You Have Control Over Your Finances?
Aug. 8, 2023

Do 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 purposely plan what to do with your money through setting SMART Goals. SMART goals are...
How often should I review projections for my long-term financial plan?
Aug. 7, 2023

How 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 episode’s “Ask the Advisor” question is answered by AMR’s Lead Financial Planner...
Are you getting the most out of your financial advisor?
Aug. 2, 2023

Are 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 poor. Make sure your advisor is a fiduciary, keeps your money at an insured 3rd party...
Positioning The Investment Portfolio - What Do We See Going Forward
Aug. 1, 2023

Positioning 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. During the first half of the year, AMR set up the investment portfolio to protect clients...
Jeffrey Kleintop on the Global Economy - Opportunities & Risks
July 31, 2023

Jeffrey 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, inflation, and the possibility of recession. What are the potential opportunities and risks...
What Condition Our Economic Condition Is In
July 27, 2023

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. Some question if it was necessary and that prior rate hikes need time to filter through the...
What To Do If You Win the Lottery
July 24, 2023

What 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 place in a safety deposit box Hire good counsel – a financial advisor, CPA, and an...
Medicare - Things to Know When Planning for Retirement
July 22, 2023

Medicare - 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. If you are planning for retirement, you will definitely want to listen in. Susan answers...