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…
Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Ma…
Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff …
Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-li…
Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment …
Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-ente…
Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infid…
Asset Management Resources Chartered Financial Analyst Brian Regan joins guest host Jeff Perry for an informative and timely discussion about how the bond market is impacting the stock market. The conversation starts with a …
Following the recent attack on Israel, Jeff Perry and Brian Regan of Asset Management Resources discuss how this geo-political event is impacting the stock and bond markets. Their dialogue extends to the effects on middle ea…
Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-ent…
Dr. Molly Perdue who is the co-founder and Executive Director of the Alzheimer’s Family Support Center joined Chris Boyd and Jeff Perry for an informative interview on the extensive services they provide to individuals livin…
Chris Boyd and Jeff Perry enjoyed a dynamic interview with Plan4Life’s co-founder Bob Mauterstock. Bob is an accomplished speaker, author of 5 books, and sought after authority on the concerns of Baby Boomers and their need…
Something More with Chris Boyd Featuring Chris Boyd, Co-host Jeff Perry, and Special Guest Brian Regan Topic: Navigating Credit Cycles in a High-Interest Rate Environment In this riveting episode, Chris and Jeff sit down wit…
Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: The Four Threats to the Distribution Phase of Retirement In this episode, Chris and Jeff delve deep into the critical phase of retirement - th…
Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: On the Brink - The Government Shutdown & Debate In this timely episode, Chris Boyd and Jeff Perry delve into a pressing concern gripping the n…
Something More with Chris Boyd Featuring Chris Boyd, Jeff Perry, and Special Guest Brian Regan Topic: Economic and Market Update GDP Forecast: The discussion starts with an expected GDP growth rate of 4.9%. With his profoun…
Chris Boyd and Jeff Perry invite James Anthony from Martha's Vineyard Savings Bank to discuss the bank's groundbreaking achievement: becoming the first bank in Massachusetts to earn B Corp Certification. Key Takeaways: What…
As October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the change…
Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Y…
Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the uniq…
Dive into a captivating special edition of "Something More with Chris Boyd" as we set our sights on the picturesque Cape Cod. In this episode, Chris Boyd is joined by Paul Nedzwicki, the Cape Cod Chamber of Commerce Presiden…
Retirement planning is more than just numbers—it's about envisioning your future, understanding your desires, and ensuring you're set up to lead the life you've always wanted. In this enlightening episode, Chris and Jeff wil…
Delve into the intricate maze of college financing with your hosts, Chris Boyd and Jeff Perry, as they chat with Cozy Wittman from CollegeInsideTrack.com. Navigate the world of college affordability as they break down the di…
Join Chris Boyd and co-host Jeff Perry in a captivating discussion with Cozy Wittman of CollegeInsideTrack.com. As the daunting world of college planning continues to evolve in 2024, the trio dives deep into the essential qu…
