Economic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities
Something More with Chris Boyd
Release Date: 05/03/2023
The New Fed Budget; What does it mean?
Something More with Chris Boyd
As October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the changes coming to the federal budget as the new fiscal year starts. Key Takeaways: The Federal Budget Explained: Chris and Jeff simplify the complexities of the federal budget, explaining how it's structured and why it matters to everyday Americans. Fundamental Changes to Watch: The hosts delve into the most significant adjustments in the new fiscal budget, touching...
info_outline
Retirement with the Jeff's
Something More with Chris Boyd
Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap. Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance...
info_outline
Retirement Red Zone with Scott Birmingham
Something More with Chris Boyd
Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement. Key Takeaways: The Retirement Redzone Explained: Learn what the term 'Retirement Redzone' means and why these years are crucial for setting the stage for a financially stable retirement. Seminar Insights: Chris, Jeff, and Scott discuss the highlights from their recent...
info_outline
Bridges and Housing- Cape Cod Special Edition featuring Paul Nedzwicki CC Chamber
Something More with Chris Boyd
Dive into a captivating special edition of "Something More with Chris Boyd" as we set our sights on the picturesque Cape Cod. In this episode, Chris Boyd is joined by Paul Nedzwicki, the Cape Cod Chamber of Commerce President, to shed light on local issues that hit close to home for many Cape Cod residents. From the bridges that need to be replaced and the unique housing challenges faced by locals, Chris and, Jeff Perry and Paul navigate the intricate landscape of this beloved coastal region. Beyond the picturesque beaches and scenic views, Cape Cod has its challenges. If you have...
info_outline
Are you ready for retirement?
Something More with Chris Boyd
Retirement planning is more than just numbers—it's about envisioning your future, understanding your desires, and ensuring you're set up to lead the life you've always wanted. In this enlightening episode, Chris and Jeff will: Break down the complexities of retirement planning. Share insights and stories from their extensive experience in the field. Offer guiding principles to help you determine a realistic savings goal. Discuss crucial factors that impact your retirement requirements, from lifestyle choices to unexpected expenses. Whether you're at the start of your retirement journey or...
info_outline
Decoding College Financial Planning
Something More with Chris Boyd
Delve into the intricate maze of college financing with your hosts, Chris Boyd and Jeff Perry, as they chat with Cozy Wittman from CollegeInsideTrack.com. Navigate the world of college affordability as they break down the differences between aid types, scholarships, and the nuances of merit-based support. Cozy sheds light on those tricky loans that often entangle students in a web of debt and shares insider tips on sneaky wording and clauses that every aspiring college student and parent should be wary of. Whether you're on the brink of making collegiate financial decisions or simply...
info_outline
College Visits; What to ask?
Something More with Chris Boyd
Join Chris Boyd and co-host Jeff Perry in a captivating discussion with Cozy Wittman of CollegeInsideTrack.com. As the daunting world of college planning continues to evolve in 2024, the trio dives deep into the essential questions every prospective student should be armed with during campus visits. Is there such a thing as having too many or too few schools on your list? With the landscape of education undergoing rapid change, Cozy shares insights into current trends, strategies, and tools to help families navigate the complexities of college selection. Whether you're a parent, a student, or...
info_outline
Fear, Conspiracy & Navigating Alternative Investments
Something More with Chris Boyd
Chris and Jeff Perry shed light on a pressing topic: the influence of fear and conspiracy theories in the realm of alternative investments. Navigating the choppy waters of alternative investments can be daunting, especially when bombarded with misleading information and sensational claims. Chris and Jeff aim to equip listeners with the tools and knowledge to discern genuine opportunities from mere sales pitches fueled by panic and misinformation. So, whether you're an experienced investor or just starting your financial journey, this episode offers invaluable insights into staying...
info_outline
Treasury Bonds & Housing; Where are we?
Something More with Chris Boyd
Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed rate mortgages and more housing conversations happening around the world. What does the typical person with their 401k do when they're selecting a fund? Buying high yield? Join us on this enlightening journey because, in the financial world, knowledge isn't just power – it's profit. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with...
info_outline
Navigating Market Volatility
Something More with Chris Boyd
Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are joined by renowned CFO Brian Regan to dissect the pulse of the stock market. As recent fluctuations stir unease among investors, Brian offers expert insight into the causes, implications, and strategies to weather this volatility storm. Whether you're an investment pro, a stock market novice, or simply curious about the economic climate, this discussion will illuminate the intricacies of market volatility and how to stay afloat. Take...
info_outlineHost 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 earnings and interest rates has on stocks, employment rates, the Federal Reserve’s actions, and consumer sentiment.
Brian then reviews corporate earnings and shares his impressions on specific “mega cap” stocks. He discusses the differences between these “mega cap” companies and what he finds important when valuing a stock. Jeff and Brian go down the path of AI technology and how the rise in AI will affect some of these businesses.
Later, Jeff asks Brian about his recent article “Investors Beware! Celebrities and Companies Can Mislead You” published on TheStreet, covering ways investors can be mislead by celebrity endorsements.