Episodes

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...

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...

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...

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...

Are you prepared for the unexpected? Chris and AMR team members talk about how to prepare for life's unforeseen events and what you can do to minimize financial downturns for your loved ones.  Later, the team covers the prevalence of financial...

Our first segment is a continuation of talking to your kids/youth about money matters, and how to communicate the importance of financial knowledge.  Next, AMR's Chief Investment Officer, Brian Regan, CFA®, MBA, joins to update us on market...

Host, Jeff Perry, JD, and the AMR Team discuss Tom Brady's retirement and thoughts on the Super Bowl ahead.  After, the team gets into talking to your spouse, parents and kids about money matters that pertain to many of life's circumstances....

Team AMR starts out discussing the NFL games that lead into the AFC and NFC Championship games in a Something More segment. CEO, Chris Boyd, CFP®, CASL®, and IAR's, Jeff Perry, JD, and Mike Perna, CFP®, MBA, spend time discussing tax...

Team AMR discusses market fluctuations, from the most recent Fed meeting to what is going on in Eastern Europe and economic consequences of geopolitical tensions. Chief Investment Officer, Brian Regan, CFA®, gets into investing in bonds and REITs,...

This hour, Chris is joined by Wealth Advisor, Jeff Tomaneng, CFP®, and Investment Advisor Representative, Mike Perna, CFP®, MBA, to talk about how how spouses should manage their incomes, discussing lifestyle choices together and the importance of...

Host Chris Boyd, CFP®, CASL®, discusses AMR's Complimentary Portfolio Review limited offer, which is a two meeting process. At first, after gathering portfolio details, your goals and risk profile, AMR performs an analysis. The second meeting...

Host, Investor Advisor Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, talk about the benefits of joining our Economic & Market Update webinar on Wednesday, January 19th at 10AM ET.  We are soon joined by AMR's Chief...

AMR's Investor Advisor Representative, Jeff Perry, JD, hosts the show, starting with a show overview, and acknowledging Martin Luther King Jr.'s birthday and playing "Did you know?" with Marketing Director Cathi Ingersoll.   AMR's Wealth Advisor,...

AMR is offering a limited time Complimentary Portfolio Review for investors with $500,000 or more, consisting of a detailed analysis of your investments. Our experts will provide you observations and recommendations, including a comparison on how we...

CEO Chris Boyd, CFP®, CASL®, CEPS and Chief Investment Officer Brian Regan, CFA®, look back at a 2021 market performance - showing a great year of market production and how to perceive markets ahead. AMR is offering a limited time Complimentary...

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.

To kick-off the 2022, Chris offers AMR’s Complimentary Portfolio Review (a limited time offer). The Complimentary Portfolio Review is a two-meeting process. In the first meeting, information about your finances and goals is reviewed. AMR puts...

In this Something More Christmas special, our CEO Chris Boyd, CFP®, and Reverend Jane Herring of the Emmanuel Presbyterian Church sit and talk about the importance of Christmas, its significance, and how the tradition of celebration originated.

Chris Boyd, CFP®, CASL®, CEPS, and Scott Birmingham, CFP®, advise reviewing a year-end financial planning checklist, consisting of maximizing 401k contributions, tax-loss harvesting, maximizing business deductions, IRA contributions, and more....

AMR's team of experts discuss the latest Fed press conference, covering the tightening of monetary policy, interest rates and inflation, and how these have effected investment markets.  Recent economic trends show corporate buybacks climbing to...

Adam Burnett, Executive Director of Champ Homes, talks about how his organization provides transitional housing for the homeless on Cape Cod, along with help establishing goals and maintaining a sustainable path. Kristin O'Malley, President and CEO of...

AMR discusses charitable giving and how one can partake in a Charitable Remainder Trust and the benefits of doing so.  A discussion on blockchain technology and cryptocurrencies takes place: what they are, what their rise in popularity means, how...

Stocks continue to show volatility due to uncertainty over the Omicron variant. Our Chief Investment Officer, Brian Regan, CFA®, discusses what to consider when investing, along with what he pays attention to: micro lenses of future earnings and...

Team AMR reviews inflation rates and how some companies/industries benefit during inflationary periods, and how some do not - consumer staples vs technology.  Interest rates bud in to the conversation as AMR's CIO, Brian Regan, CFA®, gets...