Episodes

Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credit card statements, etc. It’s important to discuss...

Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US? Brian and Scott review highlights from AMR’s recent tax webinar. They discuss: the proposed tax reform...

Bill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a “Something More With Chris Boyd” radio segment from September 2008, in which he...

Chris introduces AMR’s Margaritas & Money program.  Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and his fiancée Kristi Curling critique...

Brian talks about stock valuations and what drives P/E (price-to-earnings ratios). He also discusses how real estate investments fit into a portfolio during today’s real estate boom.

The S&P average annual return is 14.82%. Brian, Chris, and Jeff Perry discuss if it is better to stay invested or if now is the right time to get out of the market. Brian discusses the likelihood of inflation and the benefits/disadvantages of an...

Jeff Perry shares lessons from his personal financial journey. He suggests: Writing down goals, amending them annually, and reviewing them quarterly to stay accountable. Do not get emotionally involved in an investment and know what you are investing...

The AMR team discusses saving for college. Their key advice is something is better than nothing and it’s better to start sooner than later (use the power of compounding to your advantage). 529 plans are target-date college investment plans that grow...

Free Application for Federal Student Aid (FAFSA®) forms are due soon. Jayson Tinsley, Assistant Vice President, Financial Aid (Counseling) at University of Maryland Global Campus, joins Chris and Brian to discuss what the FAFSA is and best tips...

Is someone in the family able to step in and manage the finances when the financial head of the house shows signs of incapacity? AMR talks about some of the family dynamics when the financial family roles begin to shift. They also discuss things that...

Annalee Kruger, Founder & President of Care Right, Inc. joins Chris this week. She discusses: the difference between dementia and Alzheimer’s, signs to watch out for – mood changes, fatigue, etc., caregiver fatigue and resource available, and...

Are you thinking of planning a summer vacation? AMR discusses best practices for vacation savings and answers client questions about 401(k) transfer, etc.  Chuck Nardozza, Managing Director of Travel Sales at AAA shares top travel trends,...

Dave Sampson of Thrive Networks shares best cybersecurity tips. Businesses should have a comprehensive security framework including windows updates, data backups, data isolated outside of network, recovery process, and regular testing. Individuals...

AMR reviews financial best practices for recent graduates, including develop a budget, don’t get into debt by chasing the latest shiny penny, manage credit responsibly, and start saving for retirement Glenn E. Frank, author of “Your Encore...

Jeff Perry co-hosts with Chris. They discuss  Memorial Day being a day to remember vets who died in service or are MIA, and the history behind it.   Chris, Mike, Jeff, Jeff, Scott, talk about all things Amazon.

Chris is joined by Brian Regan and Jeff Perry. They discuss these recent financial news events and their impact on the market: Activist investors on the Exxon Mobile Board Significant volatility in crypto-currency markets Inflation - Are higher...

Chris and Keats talk about three tax proposals and how they may affect estate planning: President Biden’s Income Tax, Capital Gains, Social Security Sander’s For the 99.5% Tax Act Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act...

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passing wealth at death...

When doing financial planning money is the how; what is really important is the why. AMR’s 360 Financial Planning process helps clients look at all of the quantitative items impacting their finances, including income, assets, expenses, needs, Social...

Asset Management Resources' Active Allocation process looks at numerous factors, including economic data and valuations, to see where opportunities and risk may be. We proactively adjust the portfolio in anticipation of these issues, striving to get...

Women have unique challenges when it comes to financial planning. As the traditional family caregiver they may have fewer working years, which can affect income, savings, and Social Security benefits. Chris, Brian, and Cathi talk about Warren Buffet,...

The AMR team continues their discussion about spring cleaning finances.  This week they focus on investments, administrative tasks, and insurance, taxes, and estate planning. Some of the best ways to grow your savings are to delay spending...

You spring clean your house, your yard and even your car, what about your personal finances? In this episode the AMR team shares tips for spring cleaning your finances - including bank accounts, credit cards, investments, administration, life...

Listen to what the AMR team has been itching to do once the pandemic has ended and what they don’t want to see revert to pre-pandemic times. Chris, Brian and Jeff Perry comment on President Biden’s address to Congress last week and how the policy...