Episodes - Page 3 | Something More with Chris Boyd

Oct. 18, 2024

College Planning – Part 2

College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy Wittman of College Inside Track. Cozy offers her thoughts on how to find the best...

Oct. 14, 2024

College Planning – Part 1

College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth...

Oct. 11, 2024

The Survey Says; Retirement Lifestyle Study

The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political...

Oct. 7, 2024

Does China care about our elections?

Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and...

Oct. 4, 2024

Critical Financial Steps to Take Before You Retire

Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from...

Sept. 30, 2024

Why Investors Missed Out on 15%

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the...

Sept. 27, 2024

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking...

Sept. 23, 2024

The Fed, Interest Rates, and the Market

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield...

Sept. 20, 2024

Planning Retirement Income

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The...

Sept. 16, 2024

What’s moving the markets now?

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election,...

Sept. 13, 2024

Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle...

Sept. 9, 2024

Aging Plans with Annalee Kruger

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed....

Sept. 5, 2024

International Day of Charity

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make...

Sept. 2, 2024

Alphabet Soup

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United...

Aug. 30, 2024

Take a moment, step back, and ask how do I want to be remembered?

Take a moment, step back, and ask how do I want to be remembered? While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot...

Aug. 26, 2024

Why we ask the questions we ask

Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting...

Aug. 23, 2024

Estate Planning

Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The...

Aug. 19, 2024

Is Money the Main Concern of Retirement?

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the...

Aug. 16, 2024

Planning for College-Cozy Whitman

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid...

Aug. 12, 2024

New RMD Rules are here

New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advice on different strategies for Required Minimum...

Aug. 9, 2024

So Much in the News- Should investors worry?

So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted. Chris Boyd and Jeff Perry dig into several...

Aug. 5, 2024

Chris & Brian review the outlook for risk and opportunities

In this episode, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more...

Aug. 2, 2024

Social Security ins and outs Part 2 with Marcia Mantell

Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement rejoins the program with Chris Boyd and Jeff Perry for a continuing conversation on the topic of Social Security. The trio starts out with an explanation of how Social...

July 29, 2024

ERISA and Medicare with Marcia Mantell

ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris Boyd and Jeff Perry. The segment starts off with the recognition that the Employee Retirement Income Security Act of 1974 (ERISA) is about to turn 50 years old!...