Episodes

Chris and Jeff open with an outline of the show and promote our upcoming live show on Saturday, April 22 with Marcia Mantell, who is a social security expert and owner of Mantell Retirement Consulting. We are then joined by Senior Vice President of...

IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping track of your goals and...

We are joined by Pastor Ben Feldott of Cape Cod Church to discuss the meaning of Easter and how it’s the story that defines people of the Christian faith. He talks about the stories of Jesus, the ambiguous origin of the word “Easter,” and the...

We are joined by Annie Hart Cool, real estate agent from Sotheby's International Realty, and Savannah Fabbio, VP regional manager at Shamrock Home Loans. We discuss current real estate conditions on Cape Cod and important factors to consider when...

CEO Chris Boyd, CFP®, CIO Brian Regan, CFA®, and IAR Jeff Perry, JD, give financial planning advice based on an example geared toward to the middle aged couples with kids. What are the things a person in that demographic and situation should...

CEO Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss a filing by the SEC that is charging a Massachusetts based Investment Advisor firm for unethical business practice, not disclosing significant compensations, and for various wrong...

Host Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss climate change and its potential impacts, along with getting into risk management when it comes to finding your financial advisor. CIO Brian Regan, CFA®, gives an FOMC meeting...

With a global population size of 8 billion people, what are our current challenges and what will we contend with at current population rates? We are joined by Ken Gronbach, a demographer, futurist, and CEO/founder of KGC Direct, LLC, to discuss how...

CEO Chris Boyd, CFP®, and CIO Brian Regan, CFA®, talk about what happened with the recent bank failures, the logistics behind Federal Reserve and FDIC actions, lessons investors should take, and the market’s response to all of this. They discuss...

Chris and Jeff continue their conversation on Medicare reforms that are being proposed by the Biden Administration. They discuss how Medicare is struggling in keeping up the ability to pay out premiums coming out of payroll taxes, what the government...

Hosts Chris Boyd, CFP®, and Jeff Perry, JD, are joined by AMR CIO Brian Regan, CFA®, to discuss recent market movements in relation to Fed Chairman Jerome Powell’s comments to congress. We’ll discuss what his comments reveal about current/future...

Chris and Jeff are joined by Tracy Ferrie, Boston (band) bassist and worship pastor at Covenant Community Church on Cape Cod. Tracy tells us about his journey picking up the bass and how he became a musician for several artists/bands like White Cross,...

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR’s Financial Planning webinar on the SECURE Act 2.0 and give updates on Something More as Chris takes back the host seat for the week. Chris and Jeff talk about 529s and Roth plans - some of...

Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspective and explains how a...

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways...

On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side hustles, money habits,...

Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the economy. After, Brian...

Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings. Recent employment data reveals an increase in job reports. How...

CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period. Chris and Jeff continue on to challenges people face...

CEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a...

Host and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They...

Chris and Jeff are joined by AMR’s Chief Investment Officer Brian Regan, CFA®, to discuss where the Fed will go next with anticipated fed funds rate hikes. Brian gives an outlook on market expectations while considering the effects of fed...

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, talk about the recent GDP report, employment numbers, consumer spending, and housing data to then give an outlook on what it means for the economy and recession anticipations. They consider the Fed trying...

Chris, Jeff, and Brian get into an animated political and economic discussion about the US debt ceiling. They explain what the debt ceiling is and the economic impact if the US defaulted on their debt. Chris and Jeff talk about how to prepare for a...