Episodes

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below) which highlights five steps that all investors should consider taking to help...

7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR’s Lead Financial...

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff...

Chris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide...

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff Perry review an article (see link below) from Bottomline magazine on why some people are not happy in retirement. Chris and Jeff discuss the below list of the most common...

Brian Regan, who is the Chief Investment Officer for Asset Management Resources joins Chris Boyd and Jeff Perry and reviews recent market performance and potential headwinds for 2024. Brian offers an optimistic tone for corporate earnings and interest...

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan.  The pair starts off with a discussion of the different feelings and emotions that people have when talking about...

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over: Considering Medicare and Medigap deadlines. Planning for...

In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden.  Chris refers to a recent article in Barrons (link provided below) and starts off the conversation with Jeff Perry on six specific areas to...

In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sales, and Unemployment.  Chris and Jeff...

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our tolerance for risk naturally declines as one ages. Chris...

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical companies. Under the Bayh–Dole Act of 1980, the...

Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton shares stories about...

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to start preparing so you're in great shape when the time comes.”...

Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his...

In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the October 7 th attack on...

With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether...

Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the...

Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk...

In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the...

With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally...

CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to...

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...

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...