Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions o…
Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined…
AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics ca…
AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®…
Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance. Cap…
Host and CEO, Chris Boyd, CFP®, and CIO, Brian Regan, CFA®, refreshes listeners on AMR's most recent Economic & Market Outlook webinar, uncovering key drivers of the economy's markets. With bad news highlighting high inflati…
Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans. AMR's Chief Investment Offic…
Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar…
Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inqu…
AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and …
AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that cre…
AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance. They further discuss rising interest rates, t…
Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's …
Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the cur…
CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. After, Chris a…
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions. Chr…
In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, d…
CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections.…
AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CF…
Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - …
CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit. Special guest Bob Powell, CFP®, joins the show and talks about his involvement i…
Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule …
Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams. Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomane…
The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations. After, the t…
