Episodes

AMR, American Rescue Plan Act - inflation and debt
March 12, 2021

AMR, American Rescue Plan Act - inflation and debt

AMR discusses what’s in the $1.9 trillion American Rescue Plan Act. In addition to helping individuals and families with incomes below certain thresholds, the legislation provides significant support for the vaccine rollout and for schools to open...
AMR - Contingency Planning, Affect of Pandemic on Retirement Planning
March 10, 2021

AMR - Contingency Planning, Affect of Pandemic on Retirement Planning

AMR shares how to best prepare for unforeseen disasters. How much is enough to keep in an emergency fund? What other financial resources should be available if the unexpected occurs? Planning ahead is paramount, but managing cashflow and risk play a...
Douglas MacDonald, CEO and President, Murray and MacDonald Insurance Services
March 8, 2021

Douglas MacDonald, CEO and President, Murray and MacDonald Insurance Services

Douglas MacDonald, CEO & President of Murray and MacDonald Insurance Services joins Chris to discuss natural disasters and property and casualty insurance coverage. With the increased cost of construction and changes to business code ordinances,...
Author Marcia Mantell, Social Security Part 2
Feb. 15, 2021

Author Marcia Mantell, Social Security Part 2

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...
Author Marcia Mantell, Social Security
Feb. 15, 2021

Author Marcia Mantell, Social Security

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...
AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design
Feb. 10, 2021

AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design

AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care, etc. What is the cost of...
AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets
Feb. 8, 2021

AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets

Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and estate planning, etc.) is...
AMR, Financial Planning for Life Milestones Part 3
Feb. 3, 2021

AMR, Financial Planning for Life Milestones Part 3

AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement. Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful...
AMR discusses last week's market fluctuation and Bitcoin
Feb. 1, 2021

AMR discusses last week's market fluctuation and Bitcoin

Chris and Brian explain what happened with the market last week and they discuss Bitcoin. Stocks are a long-term investment where investors own an underlying piece of the business; therefore, it is important to know what you own. Asset Management...
Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage
Jan. 28, 2021

Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage

Chris continues the buying a home discussion with Annie Hart Cool of Sotheby’s International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their biggest advice is to know your financial limits and don’t jeopardize your credit score in...
Life Milestones Part 1 - Chris and Cathi, AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage
Jan. 25, 2021

Life Milestones Part 1 - Chris and Cathi, AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage

Ceremonial milestones in our lives take #financialplanning.  Did you know that the average cost of a wedding on Cape Cod is  $50,000? Annie Hart Cool, Justice of the Peace and realtor from Sotheby's International, joins to talk about wedding...
AMR, Financial Housekeeping Tips; Bill Blaisdell, Cape and Islands Veteran's Outreach Center
Jan. 20, 2021

AMR, Financial Housekeeping Tips; Bill Blaisdell, Cape and Islands Veteran's Outreach Center

AMR shares new year #financialplanning housekeeping tips: maximize plan contributions, update dependents, take delayed capital gains, rebalance portfolios, review insurance, take RMD if turning 72 or older this year, allocate funds across buckets, pay...
AMR, Quarterly Economic and Market Update; Complimentary Portfolio Review offer
Jan. 18, 2021

AMR, Quarterly Economic and Market Update; Complimentary Portfolio Review offer

AMR recognizes Martin Luther King Jr. Day! Chris and Brian review last quarter’s performance, and how the economy and other key considerations inform AMR’s portfolio decisions. We are now in Act 2, where the government, stimulus, and vaccines are...
AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County
Jan. 13, 2021

AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County

AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and more.   To help with the challenges in structuring an investment portfolio,...
AMR, Investing for Return
Jan. 11, 2021

AMR, Investing for Return

Brian and Chris talk about how the  was affected by the events of last week,  for income vs. return, and Barron's "Best Income Investments for the New Year". Companies can reinvest in their company, buyback stock and/or pay...
Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness
Jan. 6, 2021

Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness

Brian Regan, AMR’s CIO, shares his two (really three) biggest investment lessons from 2020: don’t overreact to politics; stocks are long-term assets and short-term volatility can provide an opportunity. Cheryl Rogers, President of On Course...
Chris, 2020 market highlights, AMR Complimentary Portfolio Review
Jan. 4, 2021

Chris, 2020 market highlights, AMR Complimentary Portfolio Review

The market hit 50 all-time highs in 2020. Chris shares performance for the Dow Jones, S&P 500, Nasdaq, small company stocks, oil, gold and silver, Bitcoin, and semi-conductor companies. AMR is currently offering a Complimentary Portfolio Review,...
Alisa Magnotta CEO, Housing Assistance Corp.; Chris and Cathi, 2020 Radio Program Highlights
Dec. 31, 2020

Alisa Magnotta CEO, Housing Assistance Corp.; Chris and Cathi, 2020 Radio Program Highlights

Alisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the pandemic. Their Workforce Housing Fund helps people who are facing housing challenges during this...
Brian, Stimulus Program; Chris, AMR Complimentary Portfolio Review; Scott, 360 Financial Planning
Dec. 30, 2020

Brian, Stimulus Program; Chris, AMR Complimentary Portfolio Review; Scott, 360 Financial Planning

Brian reviews what’s in the Stimulus package and how the markets might react. Chris reviews AMR’s Complimentary Portfolio Review – learn more at . Scott explains AMR’s 360 Financial Planning process – understanding your full financial...
Chris, Mike and Scott, Year-End Tax Tips; Barbara Cotton, Executive Director, American Red Cross-Southeastern MA
Dec. 23, 2020

Chris, Mike and Scott, Year-End Tax Tips; Barbara Cotton, Executive Director, American Red Cross-Southeastern MA

Mike provides some year-end tax planning tips, including: Max out your retirement plan contributions IRA RMDs are not required this year IRS is allowing a $300 charitable gift deduction for standard filings If self-employed, consider making purchases...
Chris and Brian, Purchasing Individual Stocks
Dec. 18, 2020

Chris and Brian, Purchasing Individual Stocks

Chris and Brian talk about things to consider when purchasing individual stocks, including the company’s: market capitalization income statement gross margin operating margin earnings per share expected profit Stocks should be considered as a...
AMR - stock buybacks, managing holiday debt
Dec. 16, 2020

AMR - stock buybacks, managing holiday debt

What is a stock buyback? Brian, AMR’s CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks. The AMR team discusses their holiday plans and tips for managing debt: use credit cards...
F. Keats Boyd, President, Boyd & Boyd, P.C., philanthropic giving
Dec. 11, 2020

F. Keats Boyd, President, Boyd & Boyd, P.C., philanthropic giving

70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this year: RMDs, Cash, and Appreciated Assets. They also talk about the difference between Spousal...
Kristin O'Malley, President and CEO, Cape Cod Foundation; Lisa Guyon, Exec. Director, WE CAN; AMR, How Couples Share Finances
Dec. 9, 2020

Kristin O'Malley, President and CEO, Cape Cod Foundation; Lisa Guyon, Exec. Director, WE CAN; AMR, How Couples Share Finances

Kristen O’Malley, President and CEO, of The Cape Cod Foundation, announced a Strategic Emergency Response Fund challenge campaign to help Cape Cod families who are struggling with food insecurity, and need fuel and medical assistance.   Lisa...