Episodes

What Does Your Homeowner's Insurance Cover?
July 6, 2023

What Does Your Homeowner's Insurance Cover?

Doug MacDonald, President & CEO of Murray & MacDonald Insurance Services joins to discuss things you don’t typically think about with property and casualty insurance. Doug suggests that your watercraft policy give you replacement cost...
What...another IRS scam?
July 6, 2023

What...another IRS scam?

Chris and Jeff talk about books and podcasts – and the Something More with Chris Boyd podcast now available on YouTube! They discuss the latest IRS scam where unclaimed tax notices are being mailed on what appears to be IRS letterhead. People are...
Don’t let personal biases drive investment decisions
July 6, 2023

Don’t let personal biases drive investment decisions

Chris, Brian, and Jeff talk about biased and fear-based investing. Many make investment decisions based on factors such as politics or where a certain stock sector is going and time the market wrong. When people get nervous, they often sell low vs....
So Where's the Recession?
July 5, 2023

So Where's the Recession?

Brian’s back. He talks with Chris and Jeff about improving financial indicators, which indicates that the economy is starting to normalize. Where has the 18-month promise of a recession been?  Brian discusses other false narratives, such as...
Converting a 401(k) to IRA; What Money Matters Cause Marital Strife
July 3, 2023

Converting a 401(k) to IRA; What Money Matters Cause Marital Strife

Chris and Jeff chat about the July 4th holiday weekend. They answer an “Ask the Advisor” question “Should I convert my 401(s) to an IRA or ROTH IRA? Last but not least, they discuss a CNBC article about what money matters cause strife...
Don't Make These Retirement Mistakes
June 28, 2023

Don't Make These Retirement Mistakes

Chris & Jeff discuss the 12 retirement mistakes to avoid from a "US News & World Report" article. Some of the mistakes are not getting an early start in saving for retirement, agreeing to support adult children, overlooking contribution...
Having the Crypto Convo with Ric Edelman
June 22, 2023

Having the Crypto Convo with Ric Edelman

In this episode, Chris talks with Ric Edelman, investor, author, and founder of Edelman Financial Engines about digital assets and blockchain. Ric also started a Digital Asset Council of Financial Professionals (DACFP), which provides courses and a...
Do you have basic estate planning documents in place?
June 21, 2023

Do you have basic estate planning documents in place?

Attorney F. Keats Boyd, III, President at the Law Offices of Boyd & Boyd, P.C., joins Chris. Keats reviews basic estate planning documents and when they are applicable. It’s never...
When do you need life insurance?
June 20, 2023

When do you need life insurance?

Chris and Jeff talk about the benefit of having life insurance at different stages of one’s life. Life insurance can serve as a temporary tool to give one time to create the wealth that has not yet been created. How much life insurance you need...
Super Concentrated Stock Market ; Father's Day Advice
June 18, 2023

Super Concentrated Stock Market ; Father's Day Advice

Chris & Jeff talk about the market. This week the Federal Reserve paused on interest rate hikes for May and the market is reacting favorably. The Core Inflation Rate is still at 5+, so it is unclear if rates will be hiked in future months. Chris...
Robert Powell, award-winning retirement planning journalist
June 14, 2023

Robert Powell, award-winning retirement planning journalist

Chris has a great conversation with Robert Powell, award-winning journalist about retirement planning. They talk about bucket lists (once you reach 65 you have on average 8,000 days left on this earth), cashflow (using guaranteed income for essential...
Jeff Tomaneng, CFP®, Asian-American Voices in Financial Planning; Market Downturns; Republican Presidential Candidates
June 13, 2023

Jeff Tomaneng, CFP®, Asian-American Voices in Financial Planning; Market Downturns; Republican Presidential Candidates

May was Asian American and Pacific Islander Heritage Month and we celebrate Jeff Tomaneng, CFP®. Jeff is a first generation Filipino American and was recently recognized as a nationwide leader in the article “Amplifying 8 Asian-American Voices in...
Scott Birmingham, Retirement Readiness Survey; Chris & Jeff, SEC Targets Crypto
June 13, 2023

Scott Birmingham, Retirement Readiness Survey; Chris & Jeff, SEC Targets Crypto

Scott Birmingham shares a survey (How well do people perceive their readiness for retirement?) by The Center for Retirement Research at Boston College. Roughly 20% of people interviewed are in bad shape for a secure financial retirement and know it,...
Cape Cod Edition: Kristen Mitchell-Hughes, Cape Cod Chamber; Mark Skala, Cape & Islands United Way
June 12, 2023

Cape Cod Edition: Kristen Mitchell-Hughes, Cape Cod Chamber; Mark Skala, Cape & Islands United Way

Cape Cod Special
Social Security poll; Withdrawing from retirement accounts for cashflow needs
June 7, 2023

Social Security poll; Withdrawing from retirement accounts for cashflow needs

Is Social Security going to be around when you need it?  Chris and Jeff talk about a CNBC Social Security poll that shows bi-partisan support for reducing benefits for high earners, raising the amount of Social Security benefits, raising the...
Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops
May 29, 2023

Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops

MA State Rep. Steven Xiharos shares his experience being a Gold Star Father of his son Nicholas and what Memorial Day means to him. Michelle DeSilva, Cape Cod Cares for the Troops, discusses their annual Troops in the Spotlight event.
Market performance & bias; lessons learned - allocation
May 24, 2023

Market performance & bias; lessons learned - allocation

The AMR team talks about the #market – how is it doing, biases people may have– political or fear, and bank credit tightening. They also review a couple of lessons learned – portfolio allocation and quick money. #financialplanning #investments...
David Walker, Former Comptroller General of the United States
May 23, 2023

David Walker, Former Comptroller General of the United States

Guest David Walker, US Comptroller General of the United States from 1998-2008 and advocate for federal fiscal responsibility, talks with Chris and Jeff Perry about the dangers if the deficit is left untreated. Recorded on May 18, 2023.
Debt Ceiling; Financial Literacy; Social Security Reform
May 22, 2023

Debt Ceiling; Financial Literacy; Social Security Reform

Chris and Jeff discuss the debt ceiling and the politics around it. They also cover Social Security Reform and the Windfall Elimination Provision (WEP). With graduation season underway, they discuss the job situation and the importance of financial...
HerMoney's Jean Chatzky; Personal Finance
May 15, 2023

HerMoney's Jean Chatzky; Personal Finance

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Jean Chatzky. Jean is an award-winning journalist, podcast host, radio show co-host, and CEO and founder of the HerMoney Podcast. She joins us to discuss the unique financial challenges...
Mother's Day; Lessons Learned from Mom
May 14, 2023

Mother's Day; Lessons Learned from Mom

Host and CEO Chris Boyd, CFP®, and Jeff Perry, JD, are joined by Chris's mother, Ina Boyd, to share stories and express appreciation for all mothers out there. AMR team members express their gratitude and share lessons from their moms.
Leveraging Debt; Realistic Rate of Return; Institutional Investing
May 10, 2023

Leveraging Debt; Realistic Rate of Return; Institutional Investing

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and...
Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race
May 9, 2023

Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race

We are joined by Nicole Spencer, Executive Director of Heroes in Transition (HIT), to discuss HIT's 8th annual Ruck race. The 200+ mile race runs through all 15 towns on Cape Cod, is roughly 36 hours in duration, and raises funds for HIT’s...
16 Year Anniversary!; Federal Reserve; US Debt Ceiling
May 8, 2023

16 Year Anniversary!; Federal Reserve; US Debt Ceiling

Something More with Chris Boyd celebrates its 16-year anniversary. Chris reflects on the start of the show and his firm. Chris and Jeff discuss the Federal Reserve’s recent decision of another Fed funds rate hike, their goals of slowing the economy...