Episodes

Jeff and Jeff review a BankRate.com survey (April 2023) about money and stress. 52% said money has a negative impact on their health and causes stress. 82% of the 52% say it’s economic factors (e.g., inflation, interest rates, etc.) that are causing...

Jeff and Jeff discuss some of the top mistakes people make when planning for retirement from a MarketWatch article. They are:       Not planning for long-term care expenses. They suggest that this should be considered as part of...

Jeff hosts for Chris. He reviews some key financial indicators that recently came out: Consumer Price Index rate of inflation was less than anticipated Producer Price Index for June only Rose 110th of 1%. The unemployment rate is 3.6% in the United...

Chris and Jeff discuss a CNBC article, "Don’t be Fooled by Common Money Myths Financial Gurus Make". 1) Financial ‘advice’ always has your best interests at heart A fiduciary advisor has a legal duty to put your economic and financial interests...

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...

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...

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....

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...

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...

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...

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...

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...

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...

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...

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...

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 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 Special

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...

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.

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...

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.

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...

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...