Episodes

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

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...

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...

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...

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...

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...

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...

Joanna Lovely, Executive Director of Mill Hill senior residence, tells about their assisted living and cognitive care facilities. Mike and Marcia Perna share a personal story about how to fund long-term care. AMR talks about financial scam – from...

Chris welcomes Kurt Raber, Tim Sawyer, Todd Carson from Catalyst Architecture Interiors to talk about their firm’s evolution, rebranding from Brown, Lindquist, Fenuccio, & Raber, and some of their key projects.

Heather Hurd, a Senior Plan Consultant at BCBS, shares what you need to know about Medicare and the types of plans that are available. For more information, view the “Planning for Medicare: Countdown to 65" webinar at AMRfinancial.com.

Matt Burke, Co-President of Cape Cod Five, joins Chris to talk about the Payroll Protection Program and the bank’s role in helping small businesses gain access to needed capital as a result of the pandemic, as well as filing for the forgiveness process.

A widower shares her story – both her financial and personal experiences. Keats Boyd III, President of talks about proactive planning for accessing digital assets (social media, online photos and books, etc.) of a deceased family member.

The AMR team discusses steps to take after the loss of a spouse, including consolidating accounts, updating health insurance, notifying life insurance companies, etc. If you’d like to receive the AMR paper “Financial Planning for Widowhood”,...

Keats Boyd III, President of shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns,...

The AMR team discusses how to prepare for widowhood. Email or call   if you’d like the AMR paper “Financial Planning for Widowhood”, which provides tips for planning ahead and steps to take after the loss of a spouse.

Chris talks with Dan Wolf, Founder & CEO of Cape Air about the economy and politics. Dan also discusses the impact of Covid-19 on the airline industry and his role as CEO.

Brandon Monk, Head of U.S. Plasma Derived Therapies at Takeda Pharmaceuticals, talks about immunizations for and treatment of Covid-19. Takeda is working on a hyperimmune plasma therapy and is a part of the CoVig-19 Plasma Alliance, consisting of top...

Considering retirement sooner than expected because of Covid-19? Scott shares things to be aware of and sources for obtaining cash if needed (taxable accounts, life insurance, HELOC, IRA, etc.).

Bob Tranchell from The Federal Savings Bank joins Chris to talk about unique uses of a HECM/reverse mortgage (refinancing, buying a dream home, inheritance buy out, etc.) and qualifying requirements.

Brian and Chris discuss how over-time the market does well under both Republican and Democratic political administrations. Scott provides tips on homeowners and auto insurance. Paul Tardif, Esq. answers “How to I protect myself if provided a...

The US market hit a record close last week. Listen to what Chris and Brian say about the market value and recent investment trends. They also talk about government stimulus and what taxes may look like under a Trump or Biden administration.

Vinny deMacedo, Director of Regional Partnerships, shares how Bridgewater State University pivoted in March to all online classes for its 11,000 students. This fall, 90% of classes will be online and 50% of the students living on campus will be coming...

Julia Sheilds-Rutyna, Director of College Planning at MEFA, talks about ways to fund a college education: savings plans, financial aid, scholarships, college payment plans, and private student loans.

Cathi talks with Megan Witton, Staff Scientist at the Atlantic White Shark Conservancy, about their research and findings. Chris and Brian discuss whether gold and silver are favorable investments at this time.