Episodes

F. Keats Boyd, III, Boyd & Boyd P.C., Estate Planning for Widows and Widowers
Sept. 16, 2020

F. Keats Boyd, III, Boyd & Boyd P.C., Estate Planning for Widows and Widowers

Keats Boyd III, President of shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns,...
AMR team, preparing finances for widowhood
Sept. 14, 2020

AMR team, preparing finances for widowhood

The AMR team discusses how to prepare for widowhood. Email or call   if you’d like the AMR paper “Financial Planning for Widowhood”, which provides tips for planning ahead and steps to take after the loss of a spouse.
Dan Wolf, Founder & CEO of Cape Air
Sept. 9, 2020

Dan Wolf, Founder & CEO of Cape Air

Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his role as CEO.
Brandon Monk, Head of U.S. Plasma Derived Therapies, Takeda Pharmaceuticals
Sept. 8, 2020

Brandon Monk, Head of U.S. Plasma Derived Therapies, Takeda Pharmaceuticals

Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a hyperimmune plasma therapy and is a part of the CoVig-19 Plasma Alliance, consisting of top...
Scott Birmingham, AMR, Retirement Readiness
Sept. 2, 2020

Scott Birmingham, AMR, Retirement Readiness

Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts, life insurance, HELOC, IRA, etc.).
Bob Tranchell, HECM Senior Vice President, The Federal Savings Bank
Aug. 31, 2020

Bob Tranchell, HECM Senior Vice President, The Federal Savings Bank

Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy out, etc.) and qualifying requirements.
AMR - markets under political administrations and insurance tips; Paul Tardif, Esq., promissory note for sold property
Aug. 26, 2020

AMR - markets under political administrations and insurance tips; Paul Tardif, Esq., promissory note for sold property

Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners and auto insurance. Paul Tardif, Esq. answers “How to I protect myself if provided a...
Chris and Brian discuss market value, investment trends, and tax policy under different administrations
Aug. 22, 2020

Chris and Brian discuss market value, investment trends, and tax policy under different administrations

The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about government stimulus and what taxes may look like under a Trump or Biden administration.
Vinny deMacedo, Director of Regional Partnerships, Bridgewater State University
Aug. 19, 2020

Vinny deMacedo, Director of Regional Partnerships, Bridgewater State University

Vinny deMacedo, Director of Regional Partnerships, shares how Bridgewater State University pivoted in March to all online classes for its 11,000 students. This fall, 90% of classes will be online and 50% of the students living on campus will be coming...
Julia Shields-Rutyna, Director of College Planning, MEFA
Aug. 14, 2020

Julia Shields-Rutyna, Director of College Planning, MEFA

Julia Sheilds-Rutyna, Director of College Planning at MEFA, talks about ways to fund a college education: savings plans, financial aid, scholarships, college payment plans, and private student loans.
Megan Witton, Staff Scientist, Atlantic White Shark Conservancy; Brian discusses gold and silver
Aug. 12, 2020

Megan Witton, Staff Scientist, Atlantic White Shark Conservancy; Brian discusses gold and silver

Cathi talks with Megan Witton, Staff Scientist at the Atlantic White Shark Conservancy, about their research and findings. Chris and Brian discuss whether gold and silver are favorable investments at this time.
Brian Regan. markets in the pandemic and Govt. assistance; Betsey Sethares, Exec. Director, Cape Cod Times Needy Fund
Aug. 10, 2020

Brian Regan. markets in the pandemic and Govt. assistance; Betsey Sethares, Exec. Director, Cape Cod Times Needy Fund

Brian explains the markets bouncing back during the pandemic and the impact of government assistance on the economy.  Betsey Sethares, Executive Director of the @capecodtimes Needy Fund talks about their Major Crisis Relief Fund, which provides...
AMR Team, Republican Senate Coronavirus Relief proposal, best ways to access cash
Aug. 5, 2020

AMR Team, Republican Senate Coronavirus Relief proposal, best ways to access cash

The AMR team discusses the Republican Senate Coronavirus Relief proposal and Democrats response. Scott reviews some of the CARES Act provisions that can provide short-term access to cash. #economicgrowth #financialplanning #retirementreadiness
AMR Team, Q2 economy and corporate earnings
July 31, 2020

AMR Team, Q2 economy and corporate earnings

The AMR team discusses the Q2 GDP drop and corporate earnings, which beat expectations. They talk about recent Fed announcements to provide ongoing support during this time.
AMR team; Randy Hunt, MA State Representative
July 29, 2020

AMR team; Randy Hunt, MA State Representative

The AMR team talks about unemployment claims and the next virus aid package. State Representative Randy Hunt discusses plans for building new Cape Cod bridges. See the “MassDOTs Study on Cape Cod Canal” - .
Julie Wagner, Asst. Publisher & Editor, Cape Cod Life
July 28, 2020

Julie Wagner, Asst. Publisher & Editor, Cape Cod Life

Julie Wagner, Assistant Publisher and Editor of Cape Cod Life magazine (including Cape Cod Home and Cape Cod Art) joins Chris. The Best of Cape Cod & Islands lists voter choices in dining, lodging, food & drink, things to do, and shopping. The...
Jeff Riley, Commissioner for Secondary and Elementary Education for Commonwealth; Patricia DeBoer, Superintendent of Mashpee Public Schools
July 19, 2020

Jeff Riley, Commissioner for Secondary and Elementary Education for Commonwealth; Patricia DeBoer, Superintendent of Mashpee Public Schools

Chris talks with Jeff Riley, MA Commissioner for Secondary and Elementary Education and Patricia DeBoer, Superintendent of Mashpee Public Schools about the 3 guidance scenarios for MA schools re-opening this fall (in-person, hybrid; remote learning)...
Jeff Perry, Special Sheriff for Barnstable County
July 19, 2020

Jeff Perry, Special Sheriff for Barnstable County

Jeff Perry, Special Sheriff for Barnstable County, joins Chris this week. They discuss the "defund the police" movement.
Kerin Delaney, Acting Executive Director, Falmouth Service Center; AMR Team, How Coronavirus is Changing Retirement
July 15, 2020

Kerin Delaney, Acting Executive Director, Falmouth Service Center; AMR Team, How Coronavirus is Changing Retirement

Kerin Delaney, Acting Executive Director, Falmouth Service Center tells how their 14 programs and 600 volunteers are supporting those in need. The AMR team discusses a Forbes survey “How COVID-19 has changed retirement planning” and the challenges...
Attorney F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.
July 13, 2020

Attorney F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.

Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one is in place. It is important to discuss the impact of the CARES Act and the SECURE Act on...
Mike Gannon, Gannon's Tavern; Kristen Mitchell-Hughes, Cape Cod Chamber
July 8, 2020

Mike Gannon, Gannon's Tavern; Kristen Mitchell-Hughes, Cape Cod Chamber

Mike Gannon of Gannon's Tavern in Hyannis talks about the challenges that restaurants have faced with social distancing requirements and how they have innovated for their re-opening. Kristen Mitchell-Hughes of the Cape Cod Chamber of Commerce tells...
Brian Regan, AMR, H1 2020 Economic and Market Review
July 6, 2020

Brian Regan, AMR, H1 2020 Economic and Market Review

Brian reviews the economy and market performance for the first half of the year. It has been a tale of two markets - the NASDAQ has done well, while the S&P 500 has had challenges. He also discusses the outlook for the remainder of 2020, noting...
Brian Regan, AMR CIO, Real Estate Property; Annie Hart Cool, Sotheby's International Realty Cape Cod
July 1, 2020

Brian Regan, AMR CIO, Real Estate Property; Annie Hart Cool, Sotheby's International Realty Cape Cod

Chris and Brian talk about the pros & cons of investment property real estate. Annie Hart Cool of Sotheby’s International tells how active the real estate market on Cape Cod is and what’s behind it.
Steve Buller, CFA®, Portfolio Manager, Fidelity
June 29, 2020

Steve Buller, CFA®, Portfolio Manager, Fidelity

Steve Buller, CFA®, manages Fidelity’s Real Estate Investment Portfolio and a couple of their real estate funds.  Steve talks about how they manage real estate funds and investing in REITs (Real Estate Investment Trusts).