Episodes

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 – 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 – 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 – 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 – 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 – 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? – 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 – 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% – 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 – 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 – 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 – 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? 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 (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– 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 (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- 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?   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  – 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  – 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...

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the...

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid...

New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advice on different strategies for Required Minimum...

So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted. Chris Boyd and Jeff Perry dig into several...