Episodes

AMR, Saving for College, 529 Plans
June 23, 2021

AMR, Saving for College, 529 Plans

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...
Jayson Tinsley, Financial Aid at University of Maryland Global Campus
June 21, 2021

Jayson Tinsley, Financial Aid at University of Maryland Global Campus

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...
AMR, incapacity planning: family dynamics, preparation checklist
June 16, 2021

AMR, incapacity planning: family dynamics, preparation checklist

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 and President of Care Right, Inc., Caring for an Aging Family Member
June 11, 2021

Annalee Kruger, Founder and President of Care Right, Inc., Caring for an Aging Family Member

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...
AMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA
June 9, 2021

AMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA

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,...
AMR; Dave Sampson, Thrive; AMR, Shrinkflation
June 4, 2021

AMR; Dave Sampson, Thrive; AMR, Shrinkflation

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, Financial Tips for Recent Graduates; Glenn Frank, “Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy"
June 2, 2021

AMR, Financial Tips for Recent Graduates; Glenn Frank, “Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy"

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...
AMR - Memorial Day Observance and All Things Amazon
June 2, 2021

AMR - Memorial Day Observance and All Things Amazon

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.
AMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation
June 1, 2021

AMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation

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...
F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s
May 26, 2021

F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

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...
AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics
May 24, 2021

AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics

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...
AMR 360 Financial Planning
May 19, 2021

AMR 360 Financial Planning

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...
AMR Active Allocation
May 17, 2021

AMR Active Allocation

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's Financial Issues; Demographic Trends; Market Updates
May 12, 2021

Women's Financial Issues; Demographic Trends; Market Updates

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,...
AMR Spring Cleaning - Part 2
May 10, 2021

AMR Spring Cleaning - Part 2

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...
AMR, Spring Clean Your Finances
May 5, 2021

AMR, Spring Clean Your Finances

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...
AMR, After the Pandemic; President Biden's Address to Congress
May 3, 2021

AMR, After the Pandemic; President Biden's Address to Congress

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...
AMR, speculative investing, mailbag, Jeff Perry joins AMR
April 28, 2021

AMR, speculative investing, mailbag, Jeff Perry joins AMR

Chris and Brian talk about speculative investments, including IPOs, venture capital, private equity, cryptocurrency. Speculative investing my have a place in some portfolios, but it can come with risk. AMR addresses client questions that have come in...
AMR's Quarterly Market & Economic Update webinar highlights; speculative investments
April 26, 2021

AMR's Quarterly Market & Economic Update webinar highlights; speculative investments

Chris and Brian review market conditions and portfolio designs from the latest AMR Quarterly Economic & Market Update webinar. They also talk about speculative investments, such as cryptocurrency, Game Stop, and more.  Be sure to reach AMR's...
AMR, How to Create A Paycheck In Retirement
April 19, 2021

AMR, How to Create A Paycheck In Retirement

The AMR team shares best practices on how to create a paycheck in retirement. They talk about social security, pensions, work retirement accounts, IRA RMDs, and more. All of these individual income streams should be looked at as part of a big picture...
Jenny Jackson, Coldwell Banker Barnes, Nashville Real Estate Market
April 15, 2021

Jenny Jackson, Coldwell Banker Barnes, Nashville Real Estate Market

Jenny Jackson of Coldwell Banker Barnes joins Chris to talk about the Nashville real estate market. Nashville has seen an influx of new homeowners during the pandemic. With the flexibility to work remotely, some people are choosing to move to areas...
Deborah Schilling, William Raveis Real Estate, Cape Cod Real Estate Market
April 15, 2021

Deborah Schilling, William Raveis Real Estate, Cape Cod Real Estate Market

Deborah Schilling of Willam Raveis joins Chris to talk about the real estate market on Cape Cod. Many people moved during the pandemic to attractive locations like Cape Cod, causing the real estate market in those areas to soar. February statistics...
Ryan Tufts, Harbor One Mortgage, Refinancing; AMR, When to Buy a House?
April 14, 2021

Ryan Tufts, Harbor One Mortgage, Refinancing; AMR, When to Buy a House?

Ryan Tufts from Harbor One Mortgage joins Chris. From a historical perspective mortgage rates continue to be very low and the environment is very competitive. If you are thinking of refinancing, it may be good time to talk with a mortgage...
AMR, $2T Infrastructure bill; F. Keats Boyd, Boyd & Boyd, P.C., Infrastructure bill tax impact; Brian, Real Estate Investing
April 12, 2021

AMR, $2T Infrastructure bill; F. Keats Boyd, Boyd & Boyd, P.C., Infrastructure bill tax impact; Brian, Real Estate Investing

Chris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the potential tax implications of the bill.  Chris and Brian discuss investing in real...