Episodes

Oct. 20, 2021

Holiday Budgeting; Cost of Owning a Pet

Chris and the AMR team discuss challenges the holiday season can bring to one’s financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending habits. Do you own a pet...

Oct. 18, 2021

AMR Qtrly. Economic & Market Update

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.

Oct. 13, 2021

Ways to Become a Millionaire, Richest People in the U.S.

Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.

Oct. 12, 2021

Bruce Monrad, Northeast Investor's Trust

Chris and the AMR team is joined by Bruce Monrad of Northeast Investor's Trust to discuss portfolio management strategies, the Fed, high-yield bonds, and and many other financial topics.

Oct. 6, 2021

How has the Pandemic Affected Retirement?

Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an impact on their finances: What are they more worried about? What impact has the pandemic had on their retirement?...

Oct. 5, 2021

What to do with your 401(k)

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the new employer’s retirement...

Oct. 5, 2021

Cape Cod - Heroes In Transition Fall Gala

Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home modification assistance, and financial assistance to veterans, military members, and their...

Oct. 4, 2021

Risk Profiles, Market Drivers

AMR discusses the Business Insider article “Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds.” and risk profiles. Brian reviews things to consider in the...

Sept. 29, 2021

Analyzing Evergrande and Mailbag Questions

Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan. Jeff Tomaneng and Scott Birmingham join to answer listener questions from the Mailbag.

Sept. 27, 2021

Fall Financial Moves to Make

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth...

Sept. 22, 2021

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin”...

Sept. 20, 2021

House Tax Proposal; Social Security

Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains, estates and gifts, cryptocurrency, and electric vehicle purchases. They also discuss Social...

Sept. 15, 2021

911 Remembrance and Nashville News

Chris and Scott think back to their own experiences witnessing the 911 attacks. Scott fills us in on some recent developments in the Nashville market.

Sept. 15, 2021

Financial and Government Changes Since 911

Chris and Brian share financial metrics in 2001 as compared to today, including the Federal Budget, the US GDP, the S&P 500, the Dow Jones, and housing prices. Chris and Jeff discuss new government programs implemented since 911, including...

Sept. 14, 2021

Dorothy Savarese, Chair and CEO, Cape Cod 5; Mark Skala, CEO, Cape and Islands United Way

Chris welcomes Mark Skala, CEO of Cape and Islands United Way and Dorothy Savarese, Chair and CEO of Cape Cod Five. This year’s Power of the Purse event, hosted by Women United, will be held on September 22nd. Dorothy is this year’s recipient of...

Sept. 13, 2021

AMR commemorates 911; Brigadier General James LeFavor

commemorates September 11, 2001. Brigadier General James (Jim) LeFavor tells his story from a fighter pilot perspective. Jim was one of the F15 fighter pilots scrambled from Otis National Guard Base for the 101st Fighter Squadron to protect our...

Sept. 9, 2021

Market concerns and overseas investments

Brian shares what he worries could slow the market down and why, including deflation, geopolitical events, extreme overvaluations and over speculation. Chris and Brian also talk about overseas company valuations and if they are a good investment at...

Sept. 7, 2021

Unemployment, Hottest Jobs

In honor Labor Day AMR focuses on the unemployment numbers and how they are measured, reasons why businesses can’t find employees and perks that they are offering, and the hottest jobs over the next five years.

Sept. 1, 2021

HR2

Brian Regan and Jeff Perry join Chris. They discuss the strong corporate earnings and business shifts as a result of Covid. A client asks for advice on where to place funds from the sale of a secondary inherited home since markets are at all-time highs.

Aug. 30, 2021

Dorian Mintzer, M.S.W., Ph.D. Revolutionize Retirement

Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from something and to something. Longer lifespans can be an opportunity to use skills in a new way....

Aug. 25, 2021

529 Plans and Fed Tapering

Jeff Perry hosts for Chris this week. With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a 529 plan works. Brian explains Fed tapering, which has been in the news recently. Tapering is...

Aug. 20, 2021