Financial Planning Meets Estate Planning; Economy; Millionaire Tax
Something More With Chris Boyd
Release Date: 02/08/2023
Demographics with Ken Gronbach; Tax Strategies
Something More With Chris Boyd
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 Direct, LLC, to discuss how demographics affect economies at large and the implications for America and other global nations. Ken shares perspective on the changing dynamics within generational shifts that will affect immigration, labor, real estate, manufacturing, and more. His book: Website: As tax season is upon us, Chris shares input on tax strategies and rules...
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Recent Bank Failures, Market Response, CPI/Fed Expectations
Something More With Chris Boyd
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 of this. They discuss how these events will affect CPI and Federal Reserve expectations at the March FOMC meeting with regard to interest rates and combatting inflation moving forward.
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Medicare Reform Pt. 2; How to Evaluate Your Financial Advisor; Massachusetts Heraldry
Something More With Chris Boyd
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 taxes, what the government is doing about it, and how it will affect today's demographic currently using Medicare. Evaluating financial advisors is challenging, especially when there aren't easy numbers you can use to measure their performance. So what should you be looking at? Chris and Jeff cover some key questions you should consider asking your advisor. We are joined by...
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Market Conditions/Economy; Social Security & Medicare Reform
Something More With Chris Boyd
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 about current/future fund rates and what it means for inflation and the economy ahead. Social Security and Medicare reform can be considered a politically dangerous discussion. Chris and Jeff talk about the reality of minimized social security benefits, Medicare reform proposed by the Biden administration, and the importance of political decision making for both.
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Boston (band) Bassist Tracy Ferrie; Portfolio Positioning & More
Something More With Chris Boyd
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 artists/bands like White Cross, Rebecca St. James, Sonic Flood, Plumb and Stryper. He shares his personal life experiences that led him to Cape Cod, ministry work, and much more. Chris and Jeff discuss recent lessons learned from a client example and get into overweight legacy positions in single companies or industries and tax topics.
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SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?
Something More With Chris Boyd
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 and Roth plans - some of their recent changes, tax implications, and strategies for use. CIO Brian Regan, CFA®, joins to discuss the economic future and answers a popular question - Will there be a recession? The team brings up relevant economic factors to consider when answering this big question.
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Geopolitics & Markets; Investment Ratios; Preparing for Retirement
Something More With Chris Boyd
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 perspective and explains how a prolonged war can change his investment thesis for 2023. Jeff and Brian discuss how to get comfortable with being a long-term investor. Brian defines and educates us on common investment ratios, shares his opinions on what worth they have to the individual investor, and gives a few reasons why relying solely on P/E ratio can be misleading. AMR’s...
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SECURE Act 2.0 Webinar Info; Money Issues in Relationships
Something More With Chris Boyd
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 important takeaways for how this Act affects retirement savings and more. Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your...
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Financial Lessons Taken from Seinfeld
Something More With Chris Boyd
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 hustles, money habits, and more. Whether being frugal or trying to Keep up with the Joneses, they never failed to entertain us with their creative entrepreneurial drive – and teach us a few things along the way. Team AMR considers their takeaways and relates them to modern day.
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CPI; Stock Valuation; Cyber Security
Something More With Chris Boyd
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 economy. After, Brian covers sentiments from his recent article "Investing and Lessons Learned from Gamblers" and discusses money supply and ways to value stocks. Jeff is joined by VP of Cyber Risk and Strategy at Thrive, David Sampson. David shares with us his work for Thrive and describes types of cyber security risks to be aware of. He gets into what ransomware attacks...
info_outlineHost and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your portfolio management.