Episodes

In honor Labor Day AMR focuses on the unemployment numbers and how they are measured, reasons why businesses can’t find employees and perks that they are offering, and the hottest jobs over the next five years.

Brian Regan and Jeff Perry join Chris. They discuss the strong corporate earnings and business shifts as a result of Covid. A client asks for advice on where to place funds from the sale of a secondary inherited home since markets are at all-time highs.

Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from something and to something. Longer lifespans can be an opportunity to use skills in a new way....

Jeff Perry hosts for Chris this week. With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a 529 plan works. Brian explains Fed tapering, which has been in the news recently. Tapering is...

Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider. They also discuss RMDs and the...

Chris, Jeff, and Cathi talk about the book “The Millionaire Next Door” and the difference between Wealth and Affluence. Wealth represents accumulated assets, whereas affluence is a lifestyle based on a high income. Wealth can be inherited or...

Chris and Cathi talk about National Financial Awareness Day on Saturday, August 14th. Jeff Perry discusses the $1.2T Infrastructure bill and what’s included. He also talks about the $3.5T budget plan and what has to happen for it to be approved....

Chris and Brian discuss the increased cost in housing, cars, and other goods. Does this mean inflation? Brian answers clients' questions:  “How high can the market go?” "Why are airline and cruise line stocks not going up?” Our interns Ryan...

Chris’ guest is Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab. They discuss what’s happening in Washington and how it affects investors. Things to look out for are: The Debt Ceiling – The US is...

Cape Cod segment

Nashville segment

Chris and Cathi talk about the Covid-19 Delta variant trends. Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled), Mike Perna and Jeff Tomaneng of AMR join Chris to talk about financial planning for people with...

Chris and Jeff Perry discuss the July 31st Debt Ceiling deadline. Once the Congress borrowing limit is reached, lawmakers must raise the ceiling before Treasury can issue more debt (e.g., bonds) to pay US obligations. The national debt is currently...

The AMR team talks about the recent Wall Street Journal article on life expectancy dropping by 1-5 years in 2020 - the largest decline since at least World War II. Scott shares financial planning tips for widowhood. One of the most important is...

Chris and Brian discuss performance for the first half of 2021 and the factors driving the market. The S&P average annual returns have been at 14% for the prior decade and the all-stock index has surpassed 14% over the last six months. Covid...

Scott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals.  Jeff and Cathi discuss...

Divorce is the 2nd most stressful thing that one can face in life. Scott talks about how to prepare financially before, during, and after. Get organized by pulling tax returns, bank statements, credit card statements, etc. It’s important to discuss...

Jeff Perry hosts for Chris this week. Sunday was World Population Day. Did you know there are 7.8BN people on Earth and 332M in the US? Brian and Scott review highlights from AMR’s recent tax webinar. They discuss: the proposed tax reform...

Bill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a “Something More With Chris Boyd” radio segment from September 2008, in which he...

Chris introduces AMR’s Margaritas & Money program.  Scott Birmingham, CFP®, ChFC, CDFA®, CAP, CLU, Investment Advisor Representative and Chief Compliance Officer at Asset Management Resources, and his fiancée Kristi Curling critique...

Brian talks about stock valuations and what drives P/E (price-to-earnings ratios). He also discusses how real estate investments fit into a portfolio during today’s real estate boom.

The S&P average annual return is 14.82%. Brian, Chris, and Jeff Perry discuss if it is better to stay invested or if now is the right time to get out of the market. Brian discusses the likelihood of inflation and the benefits/disadvantages of an...

Jeff Perry shares lessons from his personal financial journey. He suggests: Writing down goals, amending them annually, and reviewing them quarterly to stay accountable. Do not get emotionally involved in an investment and know what you are investing...

The AMR team discusses saving for college. Their key advice is something is better than nothing and it’s better to start sooner than later (use the power of compounding to your advantage). 529 plans are target-date college investment plans that grow...