Episodes

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...

Cathi shares results of the state re-opening survey. Chris welcomes Brigadier General Christopher Faux of Joint Base Cape Cod. Scott and Chris share highlights from the recent AMR “Financial Planning in Pandemic webinar.

Adam S. Minsky, Esq., student loan attorney, explains the CARES Act implications for student loans. Kristin O’Malley, President & CEO of the Cape Cod Foundation talks about fund raising efforts to help non-profits affected by COVID-19.

Chris and Brian Regan, AMR’s Portfolio Manager, talk about considerations when investing in stocks - valuation, risk, diversification, exit strategy, and more. #SMoreCB #CapeCodfinancial planner

AMR talks about how businesses, organizations, and individuals are innovating during the age of Coronavirus. Cyndy Jones, President of Heroes In Transition, held a President's Challenge to raise money for pandemic programs. Annie Cool Hart shares...

Chris and the AMR team discuss their recent – response to the virus, stock valuations, Euro and Emerging markets, and recovery. The webinar and latest are available on are available on .

James Anthony, President & CEO of Martha’s Vineyard Savings Bank, shares how they are helping businesses through Lifts Certificates. Bob Tranchell, SVP at The Federal Savings Bank, explains how reverse mortgages can be used in challenging times...

Karen Gardner, CEO, talks about the Community Health Center of Cape Cod. Dr. Don Accetta, Founder of Allergy & Asthma Care in Taunton shares information about COVID-19 – fact from fiction, how to protect yourself, and how to tell the difference...

Chris and F. Keats Boyd III, President at the , discuss the importance of estate documents that one should have and estate planning opportunities to consider.

Chris answers recent client questions and talks about Active Allocation. To help during this time, Asset Management Resources will provide 5 complimentary Comprehensive Portfolio Reviews to individuals who want to fine-tune their investments. Text...

Annie Hart Cool of Sotheby's talks about the Front Porch Project that she started to bring joy and raise money for the Falmouth Service Center. Father David Mastrangelo, a Jesuit Priest, discusses hope and faith during this challenging time.

Chris and Brian talk about the week in numbers. Dan Schwenk, CPA, shares what taxes are due on July 15th. Scott Vandersall, Regional Manager at Cape Cod Five Cents Saving Bank, provides guidance on the Payroll Protection Program. Under this program...

Mike Swaney of MA-Hire Cape & Islands and Alisa Magnotta, CEO of the Housing Assistance Corp., join Chris to talk about unemployment insurance and housing assistance in light of COVID-19. Unemployment information is available at and claims can be...

Chris and team talk about the #CARESAct, current market conditions and portfolio considerations. The CARES Act eases some restrictions on 401k penalties and IRA RMDs, unemployment payouts, the tax filing deadline, and student loans. Individuals will...

Chris welcomes Bob Nelson, Director of the MA SBA, and Bob Tranchell, SVP with the Federal Savings Bank. Small businesses and private non-profits may now apply for SBA economic disaster injury loans up to $2MM fixed-rate or $25k Express Bridge Loans,...

Matthew Ko, Vice President and portfolio specialist in the Multi-Asset Division at T. Rowe Price joins Chris to discuss the short-term financial environment, what the recovery could look like, and how they are approaching various market allocations....

Chris welcomes Graham Silliman, Managing Partner of Better Foods LLC (aka Siena in Mashpee Commons and Tavolino restaurants) and Wendy Northcross, CEO of the Cape Cod Chamber of Commerce. Graham talks about the challenges restaurants are facing and...

Chris welcomes Jennifer Goldman, who shares good business practices for working at home. He also talks about investor considerations during this economic environment, such as cash reserves, portfolio distribution, risk tolerance, expenses, being...

Chris welcomes Ruth Provost, Director of the Boys & Girls Club of Cape Cod and Gretchen Murphy of Dowling & O’Neil Group. With over 1,089 members, the Boys & Girls Club of Cape Cod runs before and after school, school break, and summer...

Chris and Brian discuss the markets - with Thursday seeing a 10% decline and a sharp rebound on Friday. Stocks have declined 25-30% from their peak, signifying the end of an 11-year bull market. America mobilized this week to slow the spread of the...

In recognition of International Women’s Day, the AMR team discusses different investment considerations that may be unique to women. Chris welcomes Barbara Cotton, the new Executive Director, and Ken McGuire, Board Chair, of the Red Cross - Cape,...

Chris and team talk about financial matters including the election, the Coronavirus, the Fed’s rate cut and the market reaction, and the 30-year Treasury rate all-time low. Closings are occurring that contain the Coronavirus, but are slowing down...