Episodes - Page 13 | Something More with Chris Boyd

May 15, 2023

HerMoney'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 founder of the HerMoney Podcast. She joins us to discuss the unique financial challenges...

May 14, 2023

Mother'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. AMR team members express their gratitude and share lessons from their moms.

May 10, 2023

Leveraging 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 Social Security and Medicare seminar on June 6th, which will provide insight for plans and...

May 9, 2023

Cape 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 15 towns on Cape Cod, is roughly 36 hours in duration, and raises funds for HIT’s...

May 8, 2023

16 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 Reserve’s recent decision of another Fed funds rate hike, their goals of slowing the economy...

May 3, 2023

Economic/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 commenting on GDP numbers, how the stock market is priced, the role earnings and interest rates...

May 1, 2023

Cost 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 retire comfortably by considering how standard of living and cost of living impact a...

April 26, 2023

Social 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, Medicare, and retirement matters, giving insight to callers with personal inquiries.

April 25, 2023

Social 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 and medicare on this first hour of the program, where they take a number of on-air...

April 19, 2023

Politics 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 discusses his work in congress, how he dealt with political oppositions, his endeavor for...

April 17, 2023

Reverse 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 and owner of Mantell Retirement Consulting. We are then joined by Senior Vice President of...

April 12, 2023

Financial 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 money. They discuss the importance of accountability in keeping track of your goals and...

April 10, 2023

Defining 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 talks about the stories of Jesus, the ambiguous origin of the word “Easter,” and the...

April 5, 2023

Real 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 discuss current real estate conditions on Cape Cod and important factors to consider when...

April 3, 2023

Financial 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 couples with kids. What are the things a person in that demographic and situation should...

March 29, 2023

Unethical 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 unethical business practice, not disclosing significant compensations, and for various wrong...

March 27, 2023

Climate 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 comes to finding your financial advisor. CIO Brian Regan, CFA®, gives an FOMC meeting...

March 22, 2023

Demographics 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 Ken Gronbach, a demographer, futurist, and CEO/founder of KGC Direct, LLC, to discuss how...

March 20, 2023

Recent 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, lessons investors should take, and the market’s response to all of this. They discuss...

March 15, 2023

Medicare 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 keeping up the ability to pay out premiums coming out of payroll taxes, what the government...

March 13, 2023

Market 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 Powell’s comments to congress. We’ll discuss what his comments reveal about current/future...

March 8, 2023

Boston (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 picking up the bass and how he became a musician for several artists/bands like White Cross,...

March 6, 2023

SECURE 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 back the host seat for the week. Chris and Jeff talk about 529s and Roth plans - some of...

March 1, 2023

Geopolitics & 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 it plays into effect on markets. Brian shares his macro perspective and explains how a...