Episodes

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...

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...

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...

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 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 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 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...

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...

Brian talks about his financial marketing pet peeves. He does not want investors to jump on the bandwagon of what is being promoted by those preying on one’s gambling impulses and/or financial insecurities. These pet peeves include: Advice in day...

Chris and Brian talk about investing for income vs. investing for total return. Even if a company is paying dividends, if they fail to reinvest in their business then the company will likely lose value at some point. They also discuss momentum versus...

AMR shares considerations for being tax efficient on your 2021 taxes, including withholdings, retirement plans, Health Savings Accounts, capital gains, investments, and annuities and insurance policies.

Maryanne Bombaugh, MD MSc MBA CPE, past President of MA Medical Society, joins Chris to check in on Covid-19 and the vaccines. They discuss: What do the trends indicate? How effective are the vaccines? Are they safe and being disseminated quickly...

AMR shares tax planning considerations, as well as Biden’s tax plan and the potential impact on the economy. Brian talks about rising bond interest rates and what drives the rates.

F. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a revocable trust-based estate plan, a single-story living plan, and a care plan. They...

AMR discusses some of decisions that people make need to consider when getting a new car. Chris and Brian talk about the four distinct asset areas in the market today: Bubble, Cheap, Fair Value, and Expensive Strong Company.

AMR discusses what’s in the $1.9 trillion American Rescue Plan Act. In addition to helping individuals and families with incomes below certain thresholds, the legislation provides significant support for the vaccine rollout and for schools to open...

AMR shares how to best prepare for unforeseen disasters. How much is enough to keep in an emergency fund? What other financial resources should be available if the unexpected occurs? Planning ahead is paramount, but managing cashflow and risk play a...

Douglas MacDonald, CEO & President of Murray and MacDonald Insurance Services joins Chris to discuss natural disasters and property and casualty insurance coverage. With the increased cost of construction and changes to business code ordinances,...

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...

Chris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses...

AMR discusses the financial bucket approach for money that will be needed now, soon, and later. If you are in need of a financial planner, we discuss what to look for: education and experience, credentials, standard of care, etc. What is the cost of...

Chris and Brian talk about Robinhood limiting GameStop shares and coronavirus vaccines. Chris and Scott discuss AMR’s 360 Financial Planning process, where the entirety of your financial picture (cashflow needs, tax and estate planning, etc.) is...