loader from loading.io

Setting Goals; 2021 Top News Events

Something More With Chris Boyd

Release Date: 01/05/2022

Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events show art Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events

Something More With Chris Boyd

Host and Investment Advisor Representative, Jeff Perry, JD, is first joined by Chief Investment Officer, Brian Regan, CFA®. They discuss market conditions during today's inflation rates, what the federal reserve is doing, what makes stocks attractive and more. Wealth Advisor, Jeff Tomaneng, CFP®, joins the show covering how to cut back on personal spending during an inflationary environment, detailing cashflows and expenses. Marketing Director, Cathi Ingersoll, joins to share information on AMR's upcoming Financial Planning webinar (June 8th @ 10am ET), which covers property and...

info_outline
Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets show art Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets

Something More With Chris Boyd

Host and Investment Advisor Representative for AMR, Jeff Perry, JD, starts the show mentioning Armed Forces Day, and thanking the men and women of the United States Armed Forces.  Investment Advisor Representative for AMR, Mike Perna, CFP®, joins to continue to share "The Ten Things [He] Learned from 40 Years of Financial Planning." Mike covers the importance of investing into a retirement or savings program earlier than later, difference between good debt and bad debt, not forsaking secondhand, and more.  AMR's Chief Investment Officer, Brian Regan, CFA®, joins and discusses...

info_outline
Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips show art Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips

Something More With Chris Boyd

This hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, give perspective on challenges investors are facing in current equity markets. They mention giving the market time vs timing the market, what a bear market is vs a correction, changing dynamics and more. After, Investment Advisor Representative, Mike Perna, CFP®, joins the show to discuss his recent write-up, "The Ten Most Important Things I Learned in 40 Years of Financial Planning." Chris and Jeff close out the show sharing a few clips from past economists that have been on the show.

info_outline
Current Economy, Stock Market; Political Environments show art Current Economy, Stock Market; Political Environments

Something More With Chris Boyd

In this hour, AMR's CEO, Chris Boyd, CFP®, and Investment Advisor Representative, Jeff Perry, JD, discuss last week's 15 year anniversary show and then get into economic, political, and geopolitical topics. They mention inflation and the Federal Reserve's implementation of a tighter monetary policy, rising interest rates, current stock market conditions, and much more, explaining the implications of them all. 

info_outline
15 Year Anniversary Show show art 15 Year Anniversary Show

Something More With Chris Boyd

On this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest callers and great commentary from the team.

info_outline
Mailbag of Questions; 15 Years on the Radio show art Mailbag of Questions; 15 Years on the Radio

Something More With Chris Boyd

Host and AMR Investment Advisory Representative, Jeff Perry, JD, is joined by AMR's Wealth Advisor, Jeff Tomaneng, CFP®, and CIO, Brian Regan, CFA®, to answer a few client mailbag questions. Brian and Jeff answer questions on topics of inflation, life insurance, long-term care insurance, cryptocurrency, and more. AMR's Marketing Director, Cathi Ingersoll, joins to close the show to discuss the show's 15-Year Anniversary show airing live on Saturday, May 7th.

info_outline
Retirement Planning; Financial Literacy show art Retirement Planning; Financial Literacy

Something More With Chris Boyd

Host and AMR Investment Advisory Representative, Jeff Perry, JD, and Marketing Director, Cathi Ingersoll, open the show. Cathi answers a financial literacy question and talks about upcoming AMR updates. After, Jeff is joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, and IAR, Mike Perna, CFP®, MBA, to talk about retirement planning within saving and investing. They discuss systematic savings through different avenues, the important decision of retiring, how not to run out of money in retirement, long term care, and much more. Listen through as Jeff asks AMR's advisors a few...

info_outline
15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit show art 15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit

Something More With Chris Boyd

AMR CEO, Chris Boyd, CFP®, and the team open the show at a high level, outlining the hour while mentioning 15 years of radio/podcasting. AMR CIO, Brian Regan, CFA®, briefs his recent article on how expensive your politics can be for you. In recognition of National Volunteer Month, Brian and AMR Wealth Advisor, Jeff Tomaneng, CFP®, talk about their volunteer work in their respective communities, and discussing the importance of giving back to the community you’re involved in. After, more of the team joins the show to talk about the changing dynamics of market conditions. They cover...

info_outline
Stock Updates; Living Paycheck to Paycheck; 4% Rule show art Stock Updates; Living Paycheck to Paycheck; 4% Rule

Something More With Chris Boyd

AMR's CEO, Chris Boyd, CFP®, and Marketing Director, Cathi Ingersoll, open the show with a few tidbits on volunteerism and outline the agenda of the show. AMR's CIO, Brian Regan, CFA®, and Wealth Advisor, Jeff Tomaneng, CFP®, get into the changing dynamics of market conditions, starting with the recent drop in Netflix stock price, and further discussing trends in subscription model companies.  They later tackle how 48% of Americans with incomes over $100k are living paycheck to paycheck, and cover the importance of saving and growing your cashflow. They further explain the 4% rule of...

info_outline
Cape & Islands United Way show art Cape & Islands United Way

Something More With Chris Boyd

Host and AMR CEO, Chris Boyd, CFP®, is joined by Cape & Islands United Way President and CEO, Mark Skala. They discuss the United Way's involvement in the community with a focus on impact, sustainability, and relevance.  Cape & Islands United Way's roots of volunteerism are led by encouragement and support in their community. Their most important issue to focus on today is housing. 

info_outline
 
More Episodes

It's a new year and time for new resolutions. The AMR team shares theirs and Nancy Hardaway, President of Listening2Leaders, discusses how to set goals and make them stick. AMR discusses top news events of 2021.