Episodes

Brian explains the markets bouncing back during the pandemic and the impact of government assistance on the economy.  Betsey Sethares, Executive Director of the @capecodtimes Needy Fund talks about their Major Crisis Relief Fund, which provides...

The AMR team discusses the Republican Senate Coronavirus Relief proposal and Democrats response. Scott reviews some of the CARES Act provisions that can provide short-term access to cash. #economicgrowth #financialplanning #retirementreadiness

The AMR team discusses the Q2 GDP drop and corporate earnings, which beat expectations. They talk about recent Fed announcements to provide ongoing support during this time.

The AMR team talks about unemployment claims and the next virus aid package. State Representative Randy Hunt discusses plans for building new Cape Cod bridges. See the “MassDOTs Study on Cape Cod Canal” - .

Julie Wagner, Assistant Publisher and Editor of Cape Cod Life magazine (including Cape Cod Home and Cape Cod Art) joins Chris. The Best of Cape Cod & Islands lists voter choices in dining, lodging, food & drink, things to do, and shopping. The...

Chris talks with Jeff Riley, MA Commissioner for Secondary and Elementary Education and Patricia DeBoer, Superintendent of Mashpee Public Schools about the 3 guidance scenarios for MA schools re-opening this fall (in-person, hybrid; remote learning)...

Jeff Perry, Special Sheriff for Barnstable County, joins Chris this week. They discuss the "defund the police" movement.

Kerin Delaney, Acting Executive Director, Falmouth Service Center tells how their 14 programs and 600 volunteers are supporting those in need. The AMR team discusses a Forbes survey “How COVID-19 has changed retirement planning” and the challenges...

Are your estate planning documents in order? Keats shares the challenges with a Medicaid Planning Trust (MPT) and whether you can access your assets once one is in place. It is important to discuss the impact of the CARES Act and the SECURE Act on...

Mike Gannon of Gannon's Tavern in Hyannis talks about the challenges that restaurants have faced with social distancing requirements and how they have innovated for their re-opening. Kristen Mitchell-Hughes of the Cape Cod Chamber of Commerce tells...

Brian reviews the economy and market performance for the first half of the year. It has been a tale of two markets - the NASDAQ has done well, while the S&P 500 has had challenges. He also discusses the outlook for the remainder of 2020, noting...

Chris and Brian talk about the pros & cons of investment property real estate. Annie Hart Cool of Sotheby’s International tells how active the real estate market on Cape Cod is and what’s behind it.

Steve Buller, CFA®, manages Fidelity’s Real Estate Investment Portfolio and a couple of their real estate funds.  Steve talks about how they manage real estate funds and investing in REITs (Real Estate Investment Trusts).

Bob Tranchell of The Federal Savings Bank talks about the ways HECMs can help compensate for income during retirement. If you’d like the “HECM Empowerment” booklet contact 833-411-HECM (4326). The Woods Hole Film Festival will be held July 25...

Christian Weller, PhD, from UMass Boston McCormack Graduate School of Policy and Global Studies discusses wealth and housing gaps of African-Americans in the U.S., and the resulting outcomes.

Bill Blaisdell and Gina Giambusso from the Cape & Islands Veteran’s Outreach Center introduce Joe Taylor as the new Executive Director. They talk about how they help vets in need and the Dennis House. Chris talks about investing for preservation...

Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod, shares the bank’s experiences over last several weeks and how it will impact community banking going forward. Lisa also discusses the Payroll Protection Program and how the bank...

Have you had the most important conversation with the most important people in your life? Chris welcomes Dr. Amy D’Aprix, Susan Turnbull, and Bob Mauterstock, eldercare experts who talk about the importance of legacy planning and discussing your...

The AMR team answers: Why is the market going higher in the midst of coronavirus and civil unrest? What is causing personal savings rates to be at 33%? What’s in the proposed PPP Flexibility Act? Attorney Susan Huettner talks about divorce and...

Stephanie Kelly, Executive Director, talks about the programs  on Cape Cod and the Islands offer. Chris and Cathi read advice for recent grads from our listeners. Scott and Chris answer mailbag questions: What are the biggest things that get...

Does unemployment have an impact on collecting Social Security benefits? Am I eligible for Social Security if I have a public pension? How does Social Security work if I am divorced? Chris and Kurt Czarnowski continue the Social Security discussion....

How do you re-create a paycheck in retirement? Listen to Scott and Chris discuss expenses, investable assets, and other financial planning factors to consider when in or near retirement.

Chris welcomes Social Security expert Kurt Czarnowski. This is a must listen if you are thinking about taking benefits or have questions.  Part 1 of 2.

Scott and Chris share more financial planning tips from the recent AMR “Financial Planning in Pandemic" webinar – https://amrfinancial.com/account-access/. Michelle DeSilva from Cape Cod Cares for the Troops talks about the care packages they send...