Season 14

Sept. 7, 2021

Unemployment, Hottest Jobs

In honor Labor Day AMR focuses on the unemployment numbers and how they are measured, reasons why businesses can’t find employees and perks that they are offering, and the hottest jobs over the next five years.
Sept. 1, 2021

HR2

Brian Regan and Jeff Perry join Chris. They discuss the strong corporate earnings and business shifts as a result of Covid. A client asks for advice on where to place funds from the sale of a secondary inherited home since m…
Aug. 30, 2021

Dorian Mintzer, M.S.W., Ph.D. Revolutionize Retirement

Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from something and to something. Longer lifespans can be an opportunity to u…
Aug. 25, 2021

529 Plans and Fed Tapering

Jeff Perry hosts for Chris this week. With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a 529 plan works. Brian explains Fed tapering, which has been in the…
Aug. 20, 2021

How to Prepare for Retirement

Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider. They also discuss RMD…
Aug. 18, 2021

AMR, Wealth vs. Affluence, Financial Trivia

Chris, Jeff, and Cathi talk about the book “The Millionaire Next Door” and the difference between Wealth and Affluence. Wealth represents accumulated assets, whereas affluence is a lifestyle based on a high income. Wealth ca…
Aug. 16, 2021

AMR, National Financial Awareness Day, Infrastructure Bill and Budget Plan, Client Mailbag

Chris and Cathi talk about National Financial Awareness Day on Saturday, August 14th. Jeff Perry discusses the $1.2T Infrastructure bill and what’s included. He also talks about the $3.5T budget plan and what has to happen f…
Aug. 11, 2021

AMR, Inflation, Market High, Travel Stocks, Interns

Chris and Brian discuss the increased cost in housing, cars, and other goods. Does this mean inflation? Brian answers clients' questions:  “How high can the market go?” "Why are airline and cruise line stocks not going up?” …
Aug. 9, 2021

Michael Townsend, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

Chris’ guest is Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. They discuss what’s happening in Washington and how it affects investors. Things to look out for are: The Debt Ceil…
Aug. 4, 2021

AMR and Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled)

Chris and Cathi talk about the Covid-19 Delta variant trends. Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled), Mike Perna and Jeff Tomaneng of AMR join Chris to talk about financial plannin…
Aug. 2, 2021

AMR, US Debt Ceiling and Infrastructure Deal

Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before Treasury can issue more debt (e.g., bonds) to pay US obligations. The na…
July 28, 2021

Life Expectancy, Widowhood, Annuity Costs, Unlimited Wealth

The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II. Scott shares financial planning tips for widowhood. One of t…
July 26, 2021

AMR, Economic & Market Update; Inflation

Chris and Brian discuss performance for the first half of 2021 and the factors driving the market. The S&P average annual returns have been at 14% for the prior decade and the all-stock index has surpassed 14% over the last …
July 19, 2021

AMR, 360 Financial Planning

Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.  Jeff…
July 14, 2021

AMR; Financial Planning For Divorce; Mailbag

Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credit card statements, etc. I…
July 12, 2021

AMR; Financial Planning Strategies in an Uncertain Tax Environment

Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US? Brian and Scott review highlights from AMR’s recent tax webinar. They discuss: the prop…
July 9, 2021

William Zammer Tribute - Cape Cod Special Segment

Bill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a “Something More With Chris Boyd” radio segment from September 20…
July 8, 2021

AMR Margaritas & Money; Secure Act RMD Proposal

Chris introduces AMR’s Margaritas & Money program.  Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and his fiancée Kristi Curling …
July 7, 2021

AMR, Stock Valuations, Real Estate Investments

Brian talks about stock valuations and what drives P/E (price-to-earnings ratios). He also discusses how real estate investments fit into a portfolio during today’s real estate boom.
July 6, 2021

AMR, Market Trends: S&P, Inflation, Foreign Investments

The S&P average annual return is 14.82%. Brian, Chris, and Jeff Perry discuss if it is better to stay invested or if now is the right time to get out of the market. Brian discusses the likelihood of inflation and the benefit…
June 28, 2021

AMR; Jeff Perry's Financial Journey; Global Beatles Day

Jeff Perry shares lessons from his personal financial journey. He suggests: Writing down goals, amending them annually, and reviewing them quarterly to stay accountable. Do not get emotionally involved in an investment and …
June 23, 2021

AMR, Saving for College, 529 Plans

The AMR team discusses saving for college. Their key advice is something is better than nothing and it’s better to start sooner than later (use the power of compounding to your advantage). 529 plans are target-date college i…