Episodes

April 13, 2022

Financial Literacy 2.0

Host, Jeff Perry, JD, keeps the show's focus on Financial Literacy Month, starting with talking about credit scores, how they are determined, and what it means for your ability to receive loans. AMR's Chief Investment Officer, Brian Regan,...

April 11, 2022

Financial Literacy

Investment Advisor Representative, Jeff Perry, JD, hosts the show, opening with AMR's Marketing Director, Cathi Ingersoll, to talk about Financial Literacy Month and their upcoming Quarterly Economic & Market Outlook webinar. Wealth Advisor, Jeff...

April 6, 2022

Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC

Chris, Jeff and Brian start the hour off talking about a 401k Secure Retirement Bill that is in congress's hands at the moment. They shift the conversation to discuss geopolitical implications of the Ukraine/Russia war, inquiring on the dominance of...

April 4, 2022

Treasury Yield; Inflation & Money Supply; Economy

AMR's CIO, Brian Regan, CFA®, talks about his attendance on a fixed income panel at the Private Wealth New England Forum, and the discussion around the 10-year Treasury yield, what it looks like given current conditions and where it is going. The...

March 30, 2022

Client Portfolio Question; Tax Traps

AMR's CEO, Chris Boyd, CFP®, is joined by IAR, Jeff Perry, JD, to go over and answer a client question on why their portfolio is looking downward. They cover the Ukraine war, rising interest rates, and other factors that create downward pressure on...

March 28, 2022

Something More Mentoring; Economic Conditions Domestic + Abroad

AMR's CEO, Chris Boyd, CFP®, is joined by Jeff Perry, JD, for the hour to discuss AMR's new Something More Mentoring program, which is a monthly educational on personal finance. They further discuss rising interest rates, the role the...

March 23, 2022

Market News; Something More Mentoring; HIT Ruck Race

Jeff is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, to review his market discussions on AMR's most recent Financial Planning webinar. He further shares his thoughts on current market environments in today's economic and geopolitical...

March 21, 2022

Helping Ukraine; Cybersecurity

Host, Jeff Perry, JD, an Investment Advisor Representative for AMR, and Marketing Director, Cathi Ingersoll, open the show mentioning AMR’s most recent financial planning webinar and how to view it. They also discuss the current situation in Ukraine...

March 16, 2022

Inflation & Retirement; Audit Triggers; Client Mailbag

CEO, Chris Boyd, CFP®, is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss things to think about as it relates to investing and planning for retirement during an inflationary period. After, Chris and Scott are joined...

March 14, 2022

Markets in Current Economic Conditions

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show and introduce AMR's upcoming webinar, which is live on Wednesday, March 16 at 10:00AM, ET: Financial Planning in Current Economic Conditions. Chris is joined by AMR's...

March 10, 2022

Special Guest - Kristi Curling, People's Home Equity

In this special segment, Host, Chris Boyd, CFP®, is joined by IAR, Scott Birmingham, CFP®, and Kristi Curling, a Mortgage Loan Originator for People's Home Equity. Kristi helps people find the right fit for their mortgage, discovers refinance...

March 9, 2022

Spending Your Kids Inheritance; Real Estate Mortgages

CEO, Chris Boyd, CFP®, is joined by returning guest Marie Stevenson to talk about spending your kids inheritance (SKI-ing) by spending it with her adult kids through travel opportunities that further grow family connections. Chris is then joined by...

March 7, 2022

Ukraine/Russia War Geopolitical Implications

AMR's CEO, Chris Boyd, CFP®, and Director of Marketing, Cathi Ingersoll, cover the show's agenda, mentioning Women's History month - when it started and how it grew from there. AMR's Chief Investment Officer, Brian Regan, CFA®, joins the show to...

March 2, 2022

Ukraine/Russia; Client Mailbag; Special Guests from CC Chamber of Commerce and Tennessee Titans

Chris and Brian discuss the Ukraine/Russia conflict and unpack what it means for your investments. Chris and the team cover different types of risk investors will take on throughout their investment journey. Special Guest - Paul Niedzwiecki, CEO of...

Feb. 28, 2022

Credit Freeze; Special Guest Bob Powell, CFP®

CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, go over the shows agenda and talk about some benefits of freezing your credit. Special guest Bob Powell, CFP®, joins the show and talks about his involvement in a variety of...

Feb. 23, 2022

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

Host, Jeff Perry, JD, is joined by AMR’s Investment Advisor Representative and Chief Compliance Officer, Scott Birmingham, CFP®, to cover budgeting and debt in retirement, impacts of inflation on retirement, and the 4% rule for withdrawing...

Feb. 21, 2022

Internet Scams; Mistakes when Hiring a Financial Advisor

Host, Jeff Perry, JD, is joined by AMR’s Director of Marketing, Cathi Ingersoll, to talk about staying vigilant against rising internet scams. Does your advisor do any of these (red flags)? AMR’s Wealth Advisor, Jeff Tomaneng, CFP®, joins...

Feb. 16, 2022

What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations. After, the team gets into how...

Preparing for the Unexpected; Celebrities who got Scammed

Feb. 14, 2022