Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar…
Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inqu…
AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and …
AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that cre…
AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance. They further discuss rising interest rates, t…
Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's …
Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the cur…
CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. After, Chris a…
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions. Chr…
In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, d…
CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections.…
AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CF…
Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - …
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit. Special guest Bob Powell, CFP®, joins the show and talks about his involvement i…
Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule …
Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams. Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomane…
The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations. After, the t…
Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones. Later, the team covers the prev…
Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge. Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to upd…
Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead. After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life…
Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discu…
Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into invest…
This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices togethe…
Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. …
