Host and IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, take the hour to discuss financial matters. They start by giving an economic and market update by commenting on GDP numbers, how the stock market is priced, the role ea…
Host and IAR Jeff Perry, JD, is joined by AMR’s Lead Financial Planner and Chief Compliance Officer, Scott Birmingham, CFP®. They discuss what it costs to retire comfortably by considering how standard of living and cost of …
CEO Chris Boyd, CFP®, and social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell, continue their discussion on social security, Medicare, and retirement matters, giving insight to callers with pe…
CEO Chris Boyd, CFP®, is joined by social security expert and Founder of Mantell Retirement Consulting, Marcia Mantell. They discuss all things social security and medicare on this first hour of the program, where they take …
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by retired Congressman and Texas State Representative Lamar Smith of the 21st district of Texas. He discusses his work in congress, how he dealt with political opposit…
Chris and Jeff open with an outline of the show and promote our upcoming live show on Saturday, April 22 with Marcia Mantell, who is a social security expert and owner of Mantell Retirement Consulting. We are then joined by …
IAR Jeff Perry, JD, and Wealth Advisor Jeff Tomaneng, CFP®, go over a Financial Literacy Month article on ways to get smarter and be more successful with your money. They discuss the importance of accountability in keeping t…
We are joined by Pastor Ben Feldott of Cape Cod Church to discuss the meaning of Easter and how it’s the story that defines people of the Christian faith. He talks about the stories of Jesus, the ambiguous origin of the word…
We are joined by Annie Hart Cool, real estate agent from Sotheby's International Realty, and Savannah Fabbio, VP regional manager at Shamrock Home Loans. We discuss current real estate conditions on Cape Cod and important fa…
CEO Chris Boyd, CFP®, CIO Brian Regan, CFA®, and IAR Jeff Perry, JD, give financial planning advice based on an example geared toward to the middle aged couples with kids. What are the things a person in that demographic and…
CEO Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss a filing by the SEC that is charging a Massachusetts based Investment Advisor firm for unethical business practice, not disclosing significant compensation…
Host Chris Boyd, CFP®, and Marketing Director Cathi Ingersoll discuss climate change and its potential impacts, along with getting into risk management when it comes to finding your financial advisor. CIO Brian Regan, CFA®, …
With a global population size of 8 billion people, what are our current challenges and what will we contend with at current population rates? We are joined by Ken Gronbach, a demographer, futurist, and CEO/founder of KGC Dir…
CEO Chris Boyd, CFP®, and CIO Brian Regan, CFA®, talk about what happened with the recent bank failures, the logistics behind Federal Reserve and FDIC actions, lessons investors should take, and the market’s response to all …
Chris and Jeff continue their conversation on Medicare reforms that are being proposed by the Biden Administration. They discuss how Medicare is struggling in keeping up the ability to pay out premiums coming out of payroll …
Hosts Chris Boyd, CFP®, and Jeff Perry, JD, are joined by AMR CIO Brian Regan, CFA®, to discuss recent market movements in relation to Fed Chairman Jerome Powell’s comments to congress. We’ll discuss what his comments reveal…
Chris and Jeff are joined by Tracy Ferrie, Boston (band) bassist and worship pastor at Covenant Community Church on Cape Cod. Tracy tells us about his journey picking up the bass and how he became a musician for several arti…
CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, review AMR’s Financial Planning webinar on the SECURE Act 2.0 and give updates on Something More as Chris takes back the host seat for the week. Chris and Jeff talk about 529s an…
Host Jeff Perry, JD, is joined by Chief Investment Officer Brian Regan, CFA®, to talk about geopolitical tensions with China and the Ukraine/Russia war and how it plays into effect on markets. Brian shares his macro perspect…
Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide impor…
On this hour of Something More, AMR team members join for financial lessons that can be taken from Seinfeld (show). They discuss a variety of Seinfeld scenes and episodes that revolve around the characters’ occupations, side…
Host and IAR Jeff Perry and CIO Brian Regan, CFA®, cover financial news and give detail to January's CPI report. They focus on things that stuck out, their lagging effects, and their implications on Federal Reserve and the e…
Chris and Jeff discuss the importance of saving to create appropriate financial lifestyles. Sentiments they share is spending less than you make and setting goals for long-term savings. Recent employment data reveals an incr…
CEO Chris Boyd and IAR Jeff Perry start on the discussion of costs of living and average US income. They discuss differences in income and costs of living today compared to a previous time period. Chris and Jeff continue on …
