Episodes - Page 8 | Something More with Chris Boyd

Jan. 12, 2024

New Year's Financial Resolutions and Portfolio Review

Chris Boyd starts the year with a focus on Personal Finance New Year's Resolutions, emphasizing the importance of reviewing and planning finances at the start of the year. He offers listeners a Complementary Portfolio Review to help them align their...

Jan. 8, 2024

Avoiding mistakes in retirement financial planning

Senior Financial Planner Scott Birmingham joins Chris Boyd and Jeff Perry to discuss some of the more common mistakes people make while planning for their retirement. Some of the issues discussed are planning for inflation, unexpected...

Jan. 8, 2024

2024 Market Outlook

2024 Market Outlook – Chris Boyd, Jeff Perry and Brian Regan share their thoughts on the outlook for various financial markets in the new year. Brian provides a detailed review of current stock market valuations and offers an optimistic tone for...

Jan. 5, 2024

$1M does not go as far as it used to

$1M does not go as far as it used to – In this segment, Chris Boyd and Jeff Perry dig into a recently published article on CNBC (see link below). Chris reviews the states where $1M in retirement savings will last the longest and the shortest. The...

Jan. 5, 2024

Market Trends, Inflation, Global Events, and More #YearInReview

Year in Review – Chris Boyd and Jeff Perry look back at 2023 and discuss a wide range of topics. The conversation starts out with Chris outlining the market returns for last year and offering commentary on how inflation, higher interest rates, and...

Jan. 1, 2024

New Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & Team

CEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss his primary reason for the...

Jan. 1, 2024

New Year, New You: Mastering Goals

Chris Boyd, Jeff Perry and Scott Birmingham share their thoughts on goal setting and some of the ways to approach diverse types of goals, including the areas of finances, health, spiritual life, relationships, and time management. Jeff highlights the...

Dec. 30, 2023

New Year, New Finances

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help...

Dec. 29, 2023

A Money Makeover; Chris Boyd's Portfolio Review

7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR’s Lead Financial...

Dec. 25, 2023

Santa Claus Rally?

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff...

Dec. 25, 2023

Reflecting on Christmas

Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide...

Dec. 22, 2023

Lessons from people who hate retirement

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below list of the most common...

Dec. 22, 2023

Market Review and update

Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corporate earnings and interest...

Dec. 18, 2023

Something many people don’t want to discuss

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan. The pair starts off with a discussion of the different feelings and emotions that people have when talking about...

Dec. 18, 2023

Retirement Checklist – Part 2

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement. This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for...

Dec. 15, 2023

Tax Season is right around the corner

In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden. Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to...

Dec. 15, 2023

Data - Data – Data

In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment. Chris and Jeff...

Dec. 11, 2023

Risk Across Generations: A Financial Perspective

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally declines as one ages. Chris...

Dec. 11, 2023

Navigating Presidential Powers: From Patents to Politics

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole Act of 1980, the...

Dec. 8, 2023

American Red Cross: Strengthening Communities and Saving Lives

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 shares stories about...

Dec. 8, 2023

Retirement Ready: The 10-Year Checklist

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 comes.”...

Dec. 4, 2023

Remembering Charlie Munger: Lessons from a Wise Investor

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 philanthropist. Until his...

Dec. 4, 2023

Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg

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 October 7 th attack on...

Dec. 2, 2023

Navigating the New Rules: Inheriting an IRA After Secure Act 2.0

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 off with a question whether...