Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton…
Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to start preparing so you're in great shape when the time…
Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and phi…
In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the Oct…
With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts …
Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the …
Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on…
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff start…
With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and smal…
CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a…
In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing …
As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflowe…
If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the Pres…
CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both…
In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financi…
With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction wri…
To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer a…
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and g…
In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack…
As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about opt…
The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term car…
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how…
Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Loui…
Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger th…
