Episodes

Nov. 20, 2023

Economic Insights: Inflation Trends, Employment Data, and the Global Landscape

In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment...

Nov. 20, 2023

Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving

As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from...

Nov. 17, 2023

Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones

If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of...

Nov. 17, 2023

Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers

CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A...

Nov. 13, 2023

Retirement Readiness: Nest Eggs & Navigating Risks

In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of...

Nov. 13, 2023

Massachusetts Tax Law Updates: Year-End Financial Strategies

With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax...

Nov. 10, 2023

Saluting Service: Veteran Insights with John Alexander on Veterans Day

To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the...

Nov. 10, 2023

What to watch and what to ignore-"Washington Wise" host Michael Townsend

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics...

Nov. 6, 2023

New factoring into stock and bond markets

In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack. Next up they discuss...

Nov. 6, 2023

End of the year; Optimize your Roth conversions, IRA distributions, and Medicare increases

As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth...

Nov. 3, 2023

The Cost of Long-Term Care

The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether...

Nov. 3, 2023

Changes to Mass Estate Tax Laws

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates...

Oct. 27, 2023

Budget Deadline and a new speaker; what is happening

Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the...

Oct. 27, 2023

Market update; Interest Rates, Unemployment, and other economic data

Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross...

Oct. 23, 2023

Mental Wellness and Housing; Mark Skala, Cape and Islands United Way

Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants...

Oct. 21, 2023

Roth IRA or HSA; Making the right choice

Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments...

Oct. 20, 2023

Divorcing after 50

Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-life advice when...

Oct. 19, 2023

Economy and Market Update

Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed...

Oct. 16, 2023

Are you really retired?

Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce....

Oct. 13, 2023

Financial Infidelity

Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infidelity, having a “mine”...