Episodes

Where are Mortgage Rates headed?
Nov. 11, 2024

Where are Mortgage Rates headed?

Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage discusses the current state of the home mortgage market with Chris Boyd and Jeff Perry. The conversation starts off with the likely impacts for mortgage rates due to the...
The Case for International Investing with Nick Paul, MFS
Nov. 8, 2024

The Case for International Investing with Nick Paul, MFS

The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing....
Meaning of Money
Nov. 4, 2024

Meaning of Money

Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about a lot more than counting the dollars! Topics discussed include, why we give money meaning,...
RMD’s and things to remember
Nov. 1, 2024

RMD’s and things to remember

RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections....
Election and Investing
Oct. 28, 2024

Election and Investing

Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the stock market has performed...
Retirement Confidence
Oct. 25, 2024

Retirement Confidence

Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which...
End of Year Planning
Oct. 21, 2024

End of Year Planning

End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring...
College Planning – Part 2
Oct. 18, 2024

College Planning – Part 2

College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy Wittman of College Inside Track. Cozy offers her thoughts on how to find the best...
College Planning – Part 1
Oct. 14, 2024

College Planning – Part 1

College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth...
The Survey Says; Retirement Lifestyle Study
Oct. 11, 2024

The Survey Says; Retirement Lifestyle Study

The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political...
Does China care about our elections?
Oct. 7, 2024

Does China care about our elections?

Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and...
Critical Financial Steps to Take Before You Retire
Oct. 4, 2024

Critical Financial Steps to Take Before You Retire

Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from...
Why Investors Missed Out on 15%
Sept. 30, 2024

Why Investors Missed Out on 15%

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the...
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets
Sept. 27, 2024

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking...
The Fed, Interest Rates, and the Market
Sept. 23, 2024

The Fed, Interest Rates, and the Market

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield...
Planning Retirement Income
Sept. 20, 2024

Planning Retirement Income

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The...
What’s moving the markets now?
Sept. 16, 2024

What’s moving the markets now?

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election,...
Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan
Sept. 13, 2024

Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle...
Aging Plans with Annalee Kruger
Sept. 9, 2024

Aging Plans with Annalee Kruger

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed....
International Day of Charity
Sept. 5, 2024

International Day of Charity

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make...
Alphabet Soup
Sept. 2, 2024

Alphabet Soup

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United...
Take a moment, step back, and ask how do I want to be remembered?
Aug. 30, 2024

Take a moment, step back, and ask how do I want to be remembered?

Take a moment, step back, and ask how do I want to be remembered?   While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot...
Why we ask the questions we ask
Aug. 26, 2024

Why we ask the questions we ask

Why we ask the questions we ask  – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting...
Estate Planning
Aug. 23, 2024

Estate Planning

Estate Planning  – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The...