Episodes - Page 18 | Something More with Chris Boyd

March 21, 2022

Helping Ukraine; Cybersecurity

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 current situation in Ukraine...

March 16, 2022

Inflation & Retirement; Audit Triggers; Client Mailbag

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 and Scott are joined...

March 14, 2022

Markets in Current Economic Conditions

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. Chris is joined by AMR's...

March 10, 2022

Special Guest - Kristi Curling, People's Home Equity

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, discovers refinance...

March 9, 2022

Spending Your Kids Inheritance; Real Estate Mortgages

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. Chris is then joined by...

March 7, 2022

Ukraine/Russia War Geopolitical Implications

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, CFA®, joins the show to...

March 2, 2022

Ukraine/Russia; Client Mailbag; Special Guests from CC Chamber of Commerce and Tennessee Titans

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 - Paul Niedzwiecki, CEO of...

Feb. 28, 2022

Credit Freeze; Special Guest Bob Powell, CFP®

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 in a variety of...

Feb. 23, 2022

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

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 for withdrawing...

Feb. 21, 2022

Internet Scams; Mistakes when Hiring a Financial Advisor

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 Tomaneng, CFP®, joins...

Feb. 16, 2022

What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

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 team gets into how...

Feb. 14, 2022

Preparing for the Unexpected; Celebrities who got Scammed

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 prevalence of financial...

Feb. 9, 2022

Talking to Your Kids about Money; Market News Updates

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 update us on market...

Feb. 7, 2022

Tom Brady's Retirement; Talking to Your Spouse/Parents/Kids about Money

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's circumstances....

Feb. 2, 2022

Tax Season Prep; What to Look For in a Financial Advisor

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 discussing tax...

Jan. 31, 2022

Market Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse

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 investing in bonds and REITs,...

Jan. 26, 2022

Spouses Managing Incomes; Life Insurance

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 together and the importance of...

Jan. 24, 2022

Complimentary Portfolio Review; Economic & Market Update

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. The second meeting...

Jan. 19, 2022

Economic & Market Update Webinar; Market News with CIO Brian Regan, CFA®

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET. We are soon joined by AMR's Chief...

Jan. 18, 2022

MLK Day, Pondering Financial Success in 2022

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll. AMR's Wealth Advisor,...

Jan. 12, 2022

AMR Complimentary Portfolio Review; 2021 Top Financial News

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we...

2021 Market Performance; AMR Complimentary Portfolio Review

Jan. 10, 2022