Season 15

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement
Aug. 17, 2022

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's Lead Financial Planner,...
Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act
Aug. 15, 2022

Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain...
Morningstar's Christine Benz & Jeffrey Ptak
Aug. 10, 2022

Morningstar's Christine Benz & Jeffrey Ptak

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are...
Economic Market Retrospect & Outlook; Investor Psychology
Aug. 8, 2022

Economic Market Retrospect & Outlook; Investor Psychology

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate...
Fear-Based Decision-Making; Purchases Retirees Almost Always Regret
Aug. 3, 2022

Fear-Based Decision-Making; Purchases Retirees Almost Always Regret

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases...
Markets and Financial News; Real Estate and Home Mortgages
Aug. 1, 2022

Markets and Financial News; Real Estate and Home Mortgages

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc....
What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan
July 27, 2022

What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process,...
Putting Context to Inflation; Bond Yields
July 25, 2022

Putting Context to Inflation; Bond Yields

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and...
Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job
July 20, 2022

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more...
Preparing for Retirement; Bucket Strategies; Life Insurance
July 13, 2022

Preparing for Retirement; Bucket Strategies; Life Insurance

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you...
Economic & Market Update; Preparing for Retirement
July 11, 2022

Economic & Market Update; Preparing for Retirement

Investment Advisor Representative and Host, Jeff Perry, JD, and co-host and AMR CEO, Chris Boyd, CFP®, are joined by CIO, Brian Regan, CFA®, as they cover a market outlook. They touch on bear market territory, inflation, the Federal Reserve,...
Cape Cod Base Ball League - Falmouth Commodores; July Fourth Festivities
July 6, 2022

Cape Cod Base Ball League - Falmouth Commodores; July Fourth Festivities

CEO and Host, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, are joined by Linda Peters, Co-Chair of Fan Relations for the Falmouth Commodores of the Cape Cod Baseball League (CCBL). She discusses the originations of the league, how...
Community; Market Conditions; Inflation Fighting Ideas
July 4, 2022

Community; Market Conditions; Inflation Fighting Ideas

This July 4th weekend, CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, touch on AMR's involvement in the community and with organizations that benefit the community at large. Chris and Jeff give a briefing on stock, bond and crypto market conditions,...
Cape Cod's July 4th - CC Chamber of Commerce
July 2, 2022

Cape Cod's July 4th - CC Chamber of Commerce

Kristen Mitchell Hughes, VP of Tourism Marketing for the Cape Cod Chamber of Commerce, promotes Cape Cod events that are occurring on Cape Cod for the Fourth of July and the summer time.
Cape Cod Housing Market Outlooks Pt. 2
June 29, 2022

Cape Cod Housing Market Outlooks Pt. 2

Host and CEO, Chris Boyd, CFP®, is joined by co-host, Annie Hart Cool, Real Estate Professional at Sotheby’s International Realty, and guests Kurt Raber, Owner/Partner of Catalyst Architecture / Interiors Inc., and Paul Tardif, Esq. P.C., Attorney...
Cape Cod Housing Market Outlooks
June 27, 2022

Cape Cod Housing Market Outlooks

Host and CEO, Chris Boyd, CFP®, is joined by a panel of housing experts to discuss Cape Cod housing issues to opportunities. Joining is CEO of Housing Assistance Corporation (HAC), Alisa Magnotta, Real Estate Professional with Sotheby's International...
Market Conditions; Financial Planning; Dr. David Kelly Clips
June 22, 2022

Market Conditions; Financial Planning; Dr. David Kelly Clips

Chris and Jeff open the second hour talking about market environments, investments, and financial planning, giving their audience food for thought during down markets. Chris shares clips from a recent interview he hosted with JP Morgan’s Chief...
Market Outlook; On-Air Calls
June 21, 2022

Market Outlook; On-Air Calls

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, discuss core and headline inflation and how the Federal Reserve is dealing with it, getting into the implications inflation has on various markets (stock, bond, energy, labor, crypto). They further...
Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question
June 15, 2022

Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply...
Market Outlook; Inflation; 2022 Travel Trends
June 13, 2022

Market Outlook; Inflation; 2022 Travel Trends

IAR and Host, Jeff Perry, JD, is joined by CIO, Brian Regan, CFA®, as they discuss stock market conditions. Brian describes a preferred long-term outlook one should have at this moment in time, mentioning behavioral biases that are noticed in...
Risk Tolerance; Reverse Mortgages; Business Etiquette Week
June 8, 2022

Risk Tolerance; Reverse Mortgages; Business Etiquette Week

Host and CEO, Chris Boyd CFP®, is joined by members of the AMR team to discuss risk tolerance and how it plays a big role on what kind of investor you are. They mention client expectations and how behavioral coaching is a part of their job....
The Movies; OPEC & Oil Production; Financial Advisors
June 6, 2022

The Movies; OPEC & Oil Production; Financial Advisors

CEO, Chris Boyd, CFP®, CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD, open the show talking about the movie theater business, mentioning Top Gun: Maverick. The opening crew soon gets into OPEC's increased amount of oil production and the...
Memorial Day; Market Outlook; Client Questions; Summer Plans
June 1, 2022

Memorial Day; Market Outlook; Client Questions; Summer Plans

CEO, Chris Boyd, CFP®, opens the show recognizing Memorial Day and AMR's helping hand in the community. CIO, Brian Regan, CFA®, Marketing Director, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, join the show to discuss...
Economic/Market Outlook; Memorial Day
May 30, 2022

Economic/Market Outlook; Memorial Day

Host and CEO, Chris Boyd, CFP®, opens the show recognizing Asian American and Pacific Islander Heritage Month. He then transitions his attention to market conditions with CIO, Brian Regan, CFA®, and IAR, Jeff Perry, JD. They get into mistakes...