Episodes
Sept. 9, 2020
Dan Wolf, Founder & CEO of Cape Air
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.
Sept. 8, 2020
Brandon Monk, Head of U.S. Plasma Derived Therapies, Takeda Pharmaceuticals
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...
Sept. 2, 2020
Scott Birmingham, AMR, Retirement Readiness
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.).
Aug. 31, 2020
Bob Tranchell, HECM Senior Vice President, The Federal Savings Bank
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.
Aug. 26, 2020
AMR - markets under political administrations and insurance tips; Paul Tardif, Esq., promissory note for sold property
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...
Aug. 22, 2020
Chris and Brian discuss market value, investment trends, and tax policy under different administrations
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.
Aug. 19, 2020
Vinny deMacedo, Director of Regional Partnerships, Bridgewater State University
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...
Aug. 14, 2020
Julia Shields-Rutyna, Director of College Planning, MEFA
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.
Aug. 12, 2020
Megan Witton, Staff Scientist, Atlantic White Shark Conservancy; Brian discusses gold and silver
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.
Aug. 10, 2020
Brian Regan. markets in the pandemic and Govt. assistance; Betsey Sethares, Exec. Director, Cape Cod Times Needy Fund
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...
Aug. 5, 2020
AMR Team, Republican Senate Coronavirus Relief proposal, best ways to access cash
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
July 31, 2020
AMR Team, Q2 economy and corporate earnings
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.
July 29, 2020
AMR team; Randy Hunt, MA State Representative
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” - .
July 28, 2020
Julie Wagner, Asst. Publisher & Editor, Cape Cod Life
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...
July 19, 2020
Jeff Riley, Commissioner for Secondary and Elementary Education for Commonwealth; Patricia DeBoer, Superintendent of Mashpee Public Schools
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)...
July 19, 2020
Jeff Perry, Special Sheriff for Barnstable County
Jeff Perry, Special Sheriff for Barnstable County, joins Chris this week. They discuss the "defund the police" movement.
July 15, 2020
Kerin Delaney, Acting Executive Director, Falmouth Service Center; AMR Team, How Coronavirus is Changing Retirement
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...
July 13, 2020
Attorney F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.
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...
July 8, 2020
Mike Gannon, Gannon's Tavern; Kristen Mitchell-Hughes, Cape Cod Chamber
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...
July 6, 2020
Brian Regan, AMR, H1 2020 Economic and Market Review
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...
July 1, 2020
Brian Regan, AMR CIO, Real Estate Property; Annie Hart Cool, Sotheby's International Realty Cape Cod
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.
June 29, 2020
Steve Buller, CFA®, Portfolio Manager, Fidelity
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).
June 24, 2020
Bob Tranchell, The Federal Savings Bank; Judy Laster, Woods Hole Film Festival; Brian Regan, AMR Market Update
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...
June 22, 2020
Christian Weller, PhD, UMass Boston McCormack Graduate School of Policy & Global Studies
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.