Episodes - Page 27 | Something More with Chris Boyd

Dec. 31, 2020

Alisa Magnotta CEO, Housing Assistance Corp.; Chris and Cathi, 2020 Radio Program Highlights

Alisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the pandemic. Their Workforce Housing Fund helps people who are facing housing challenges during this...

Dec. 30, 2020

Brian, Stimulus Program; Chris, AMR Complimentary Portfolio Review; Scott, 360 Financial Planning

Brian reviews what’s in the Stimulus package and how the markets might react. Chris reviews AMR’s Complimentary Portfolio Review – learn more at . Scott explains AMR’s 360 Financial Planning process – understanding your full financial...

Dec. 23, 2020

Chris, Mike and Scott, Year-End Tax Tips; Barbara Cotton, Executive Director, American Red Cross-Southeastern MA

Mike provides some year-end tax planning tips, including: Max out your retirement plan contributions IRA RMDs are not required this year IRS is allowing a $300 charitable gift deduction for standard filings If self-employed, consider making purchases...

Dec. 18, 2020

Chris and Brian, Purchasing Individual Stocks

Chris and Brian talk about things to consider when purchasing individual stocks, including the company’s: market capitalization income statement gross margin operating margin earnings per share expected profit Stocks should be considered as a...

Dec. 16, 2020

AMR - stock buybacks, managing holiday debt

What is a stock buyback? Brian, AMR’s CIO, explains how companies direct excess cashflow to capital reinvestment, shareholder dividends, and/or stock buybacks. The AMR team discusses their holiday plans and tips for managing debt: use credit cards...

Dec. 11, 2020

F. Keats Boyd, President, Boyd & Boyd, P.C., philanthropic giving

70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this year: RMDs, Cash, and Appreciated Assets. They also talk about the difference between Spousal...

Dec. 9, 2020

Kristin O'Malley, President and CEO, Cape Cod Foundation; Lisa Guyon, Exec. Director, WE CAN; AMR, How Couples Share Finances

Kristen O’Malley, President and CEO, of The Cape Cod Foundation, announced a Strategic Emergency Response Fund challenge campaign to help Cape Cod families who are struggling with food insecurity, and need fuel and medical assistance. Lisa...

Dec. 7, 2020

AMR shares actions to take before year-end and how couples management finances.

The AMR team reviews takeaways from the SECURE Act and the CARES Act, and year-end financial planning priorities to consider: maximizing retirement plan contributions, tax harvesting, Roth conversions, charitable giving, Biden administration...

Dec. 2, 2020

Susan Huettner, Esq., Law Offices of Susan A. Huettner, PC; Scott, Divorce Financial Planning; Chris and Brian, AMR 2020 Portfolio Tactics

Susan Huettner, Esq., specializing in family law, shares how the MA courts are currently handling family cases. She is seeing an uptick in divorce cases, with more being settled through mediation and pre-court agreements. Scott shares how financial...

Nov. 30, 2020

Chris & Brian, Covid-19 vaccines & Janet Yellen; Douglas MacDonald, President, Murray & MacDonald Insurance

Chris and Brian talk about Covid-19 vaccinations and Biden’s appointment of Janet Yellen as Treasury Secretary. Douglas MacDonald, President, Murray & MacDonald Insurance provides great advice on earthquake and wind insurance. It’s important...

Nov. 25, 2020

AMR 401(k) complementary 401(k) Review; Mark Skala, President of Cape and Islands United Way

Is your 401(k) working as hard as you do? Chris and Scott talk about things to consider. AMR is offering a complementary 401(k) review. Learn more at Mark Skala President of Cape and Islands United Way talks about the need and ways to give – their...

Nov. 23, 2020

Skip Schweiss, President-elect of the Financial Planning Association; Brian Regan, AMR, NY Times Deal Book Summit

Chris welcomes Skip Schweiss, President-elect of the Financial Planning Association (FPA). Skip shares a few initial thoughts on what a Biden administration might mean for investors. He indicates that a “split federal government has, over the...

Nov. 18, 2020

Robert Vandy, President, Advisors Insurance Brokers; Tammy Leone, Director, Cape Kid Meals

Chris welcomes Bob Vandy, President of Advisors Insurance Brokers. They discuss factors to consider when choosing between traditional #long-termcareinsurance, hybrid policies, or hybrid annuities for long-term care. Tammy Leone, Director of Cape Kid...

Nov. 16, 2020

AMR - Chris & Brian - market review, Chris & Cathi long-term care recap

Brian reviews recent drivers behind the market, including a split Congress, selection of a U.S. president, relations with China, and momentum with a coronavirus vaccine. He also reviews how certain sectors are affected as we move into a more stable...

Nov. 11, 2020

Bill Blaisdell, Joe Taylor, Anthony Encarnacion, Veterans Outreach Center; Chris & Cathi, MA Covid-19 Order #54

On this Veterans Day, Chris welcomes Bill Blaisdell and Joe Taylor from the Cape & Islands Veterans Outreach Center to share the great work that they do to help veterans. Anthony Encarnacion, a highly decorated combat veteran who served the US...

Nov. 9, 2020

Chris and Brian, market reaction to elections, muni bonds, lessons learned

Chris and Brian discuss the initial market reaction to the elections and the drivers behind it. They also talk about key indicators that measure an economic rebound – GDP, unemployment, new mortgage applications, credit card usage, etc. Listen to...

Nov. 4, 2020

AMR - retirement savings, biological aging, Trump vs. Biden

Interested in how your retirement savings stacks up? Mike talks how important it is to pay yourself first. Scott & Cathi discuss how biological age factors into financial planning. Brian reviews how Trump and Biden compare on a stimulus package...

Nov. 2, 2020

Chris, voting & coronavirus numbers; Brian, investing in bonds

Chris talks about voting options and the coronavirus numbers. Why invest in bonds when interest rates are so low? Brian explains.

Oct. 28, 2020

Annalee Kruger, Right Care; Maureen Gardner, Laurentide Mashpee Commons

Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help. Karen Gardner, Executive Director of Laurentide at Mashpee...

Oct. 26, 2020

Cyndy Jones, Nicole Spencer, Kristen Boyd, Heroes in Transition; Melanie Braverman, Alzheimer's Family Support Center of Cape Cod

Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home...

Oct. 21, 2020

Amy Barao Kullar, Esquire, Patricia Mello & Associates, P.C., Medicaid

Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. Chris also talks with...

Oct. 19, 2020

AMR Q4 Economic & Market Outlook; Bob Tranchell, HECMs, The Federal Savings Bank

Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from The Federal Savings Bank...

Oct. 14, 2020

Joy Tower, Regional Director, Mary Ellen Greenfield, Culinary Director, Maplewood Senior Living; Chris and Scott, national FPA conference and social security question

AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020...

Oct. 13, 2020

Chris Boyd, traditional long-term care insurance; Robert Vandy, President of Advisors Insurance Brokers, hybrid insurance solutions

Insurance is a key tool to mitigate risk. Chris and Robert Vandy, President of Advisors Insurance Brokers, talk about how long-term care insurance works, why it is needed, costs to consider, and policy features – for both traditional and hybrid...