Host Chris Boyd is joined by Russ Ball and Luke Bagley for a conversation about one of the biggest financial risks facing retirees: the rising cost of long-term care. Long-term care can have a significant impact on retirement savings, but deciding how to prepare for those expenses is not always straightforward. Chris, Russ, and Luke break down the options families should understand and the financial considerations that can help shape a long-term care strategy. They discuss: · The growing cost

As any lobster roll fan can attest, seafood is fundamental to Cape Cod’s success as a seasonal tourism destination and an integral part of the region’s culture and identity. But how does the catch get from the ocean to your plate? And how are the Cape Cod Bridges involved? On this episode of Bridge the Gap, we’re joined by Shareen Davis, Marketing and Sales Manager for the Chatham Harvesters Cooperative. Shareen shares how a community of fisherfolk is working to build a healthier, more sustaina

Why wait until year-end when there may be planning opportunities available right now? In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley discuss two often-overlooked areas of financial planning that deserve attention before the calendar turns: Required Minimum Distributions (RMDs) and beneficiary designations. With markets posting strong gains through much of the year, many retirees and inherited IRA beneficiaries may be wondering whether it makes sense t

Paul Gaudio Host Michael Connaughton is joined by Paul Gaudio. Paul is a CFP® and Wealth Planner at Crestwood Advisors with 9 years of experience helping individuals and families make smart choices with their money. Paul is passionate about guiding clients through life's financial complexities with clarity and care. He also serves as the President of NexGen for FPA New England, where he supports the growth and development of emerging professionals in the financial planning community, and works

How should you prepare for one of the biggest financial risks facing retirees—and one that many people would rather not think about? In this episode of Something More with Chris Boyd, Chris Boyd, Russ Ball, and Luke Bagley take an in-depth look at long-term care planning, the rising cost of care, and the difficult decisions families face when trying to protect their retirement savings. While many people recognize that long-term care expenses can be substantial, understanding how to prepare for

Host Michael Connaughton is joined by Robert Michaud, Co-Founder and Chief Investment Officer of New Frontier. Robert Michaud is co-founder and Chief Investment Officer of New Frontier Advisors, LLC. He brings over 25 years of financial innovations and investment management experience to serve the needs of financial advisors and institutional clients for optimal financial outcomes with four U.S. patents in portfolio optimization and rebalancing technology. We discuss: Origins & Optimization: