Season 14

AMR, incapacity planning: family dynamics, preparation checklist
June 16, 2021

AMR, incapacity planning: family dynamics, preparation checklist

Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity? AMR talks about some of the family dynamics when the financial family roles begin to shift. They also discuss things that...
AMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA
June 9, 2021

AMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA

Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc.  Chuck Nardozza, Managing Director of Travel Sales at AAA shares top travel trends,...
AMR; Dave Sampson, Thrive; AMR, Shrinkflation
June 4, 2021

AMR; Dave Sampson, Thrive; AMR, Shrinkflation

Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, recovery process, and regular testing. Individuals...
AMR, Financial Tips for Recent Graduates; Glenn Frank, “Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy
June 2, 2021

AMR, Financial Tips for Recent Graduates; Glenn Frank, “Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy"

AMR reviews financial best practices for recent graduates, including develop a budget, don’t get into debt by chasing the latest shiny penny, manage credit responsibly, and start saving for retirement Glenn E. Frank, author of “Your Encore...
AMR - Memorial Day Observance and All Things Amazon
June 2, 2021

AMR - Memorial Day Observance and All Things Amazon

Jeff Perry co-hosts with Chris. They discuss  Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it.   Chris, Mike, Jeff, Jeff, Scott, talk about all things Amazon.
AMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation
June 1, 2021

AMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation

Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon Mobile Board Significant volatility in crypto-currency markets Inflation - Are higher...
F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s
May 26, 2021

F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden’s Income Tax, Capital Gains, Social Security Sander’s For the 99.5% Tax Act Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act...
AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics
May 24, 2021

AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passing wealth at death...
AMR 360 Financial Planning
May 19, 2021

AMR 360 Financial Planning

When doing financial planning money is the how; what is really important is the why. AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social...
AMR Active Allocation
May 17, 2021

AMR Active Allocation

Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of these issues, striving to get...
AMR Spring Cleaning - Part 2
May 10, 2021

AMR Spring Cleaning - Part 2

The AMR team continues their discussion about spring cleaning finances.  This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning. Some of the best ways to grow your savings are to delay spending...
AMR, After the Pandemic; President Biden's Address to Congress
May 3, 2021

AMR, After the Pandemic; President Biden's Address to Congress

Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy...
Author Marcia Mantell, Social Security Part 2
Feb. 15, 2021

Author Marcia Mantell, Social Security Part 2

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...
Author Marcia Mantell, Social Security
Feb. 15, 2021

Author Marcia Mantell, Social Security

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...
AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design
Feb. 10, 2021

AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design

AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care, etc. What is the cost of...
AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets
Feb. 8, 2021

AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets

Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and estate planning, etc.) is...
AMR, Financial Planning for Life Milestones Part 3
Feb. 3, 2021

AMR, Financial Planning for Life Milestones Part 3

AMR continues the discussion on financial planning for life milestones - college, divorce, and retirement. Are you familiar with the 4% rule of thumb for withdrawing retirement funds once you reach 65 years of age? AMR suggests developing a thoughtful...
AMR discusses last week's market fluctuation and Bitcoin
Feb. 1, 2021

AMR discusses last week's market fluctuation and Bitcoin

Chris and Brian explain what happened with the market last week and they discuss Bitcoin. Stocks are a long-term investment where investors own an underlying piece of the business; therefore, it is important to know what you own. Asset Management...
Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage
Jan. 28, 2021

Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage

Chris continues the buying a home discussion with Annie Hart Cool of Sotheby’s International Realty Cape Cod and Ryan Tufts of Harbor One Mortgage. Their biggest advice is to know your financial limits and don’t jeopardize your credit score in...
AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County
Jan. 13, 2021

AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County

AMR talks about principles for long-term investing: plan for a long life, identify your risk tolerance, volatility is expected, diversify and rebalance, and more.   To help with the challenges in structuring an investment portfolio,...
AMR, Investing for Return
Jan. 11, 2021

AMR, Investing for Return

Brian and Chris talk about how the  was affected by the events of last week,  for income vs. return, and Barron's "Best Income Investments for the New Year". Companies can reinvest in their company, buyback stock and/or pay...
Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness
Jan. 6, 2021

Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness

Brian Regan, AMR’s CIO, shares his two (really three) biggest investment lessons from 2020: don’t overreact to politics; stocks are long-term assets and short-term volatility can provide an opportunity. Cheryl Rogers, President of On Course...
Chris, 2020 market highlights, AMR Complimentary Portfolio Review
Jan. 4, 2021

Chris, 2020 market highlights, AMR Complimentary Portfolio Review

The market hit 50 all-time highs in 2020. Chris shares performance for the Dow Jones, S&P 500, Nasdaq, small company stocks, oil, gold and silver, Bitcoin, and semi-conductor companies. AMR is currently offering a Complimentary Portfolio Review,...