Remembering Charlie Munger: Lessons from a Wise Investor
Something More with Chris Boyd
Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal and professional history of Mr. Munger and how he and Warren Buffet became close friends and business partners. Brian shares many of the financial lessons that he has learned from Mr. Munger. Jeff...
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Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg
Something More with Chris Boyd
In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the October 7 th attack on Israel where the terrorist group Hamas attacked Israel killing over 1,400 people, wounding thousands, and kidnapping at least 250 children, women, and men. The group discusses a new study released this week which found that 73 percent of Jewish college students and 44 percent of non-Jewish students have experienced or witnessed antisemitism since the...
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Navigating the New Rules: Inheriting an IRA After Secure Act 2.0
Something More with Chris Boyd
With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) to an IRA from earned income. The questions turn to how a beneficiary IRA distribution is handled before and after the effective date of the Secure Act 2.0. The dialogue continues with specific case scenarios and which rules apply to each unique set...
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Navigating the US-China Relationship: Insights with Attorney Andrew Singer
Something More with Chris Boyd
Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands on the vitriol and blowback that people and organizations face who are trying to further a positive dialogue. Jeff quotes statistics from a Pew Research study that shows that most Americans have a negative view of China. Attorney Singer offers...
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Estate Planning Essentials: Mistakes to Avoid and Family Involvement
Something More with Chris Boyd
In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the common documents used in estate planning. The conversation develops into the emotional side of the estate planning process and the suggested practice of including family members in the discussion. Scott shares a personal story where his own planning came into play and the lessons he learned. The trio discusses the use of trusts. If you need help...
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Mastering Investment Portfolio Construction with Brian Regan
Something More with Chris Boyd
Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to a...
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Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement
Something More with Chris Boyd
CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider accelerating IRA withdrawals now under the current tax rates. As the end of the year is fast approaching, Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified...
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Holiday Shopping, Giving, and Financial Planning
Something More with Chris Boyd
With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is focused on Giving Tuesday and the issues related to charitable giving. Chris and Jeff discuss the story of how a client was able to use a Qualified Charitable Distribution to save income taxes and...
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Economic Insights: Inflation Trends, Employment Data, and the Global Landscape
Something More with Chris Boyd
In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment indicator for the manufacturing sector. The pair goes into detail regarding the above data points showing a lowering rate of inflation and a generally slower economy. The conversation naturally continues to the question of whether a recession is likely. In addition to the financial news, Chris and Jeff discuss the details of the recent budget bills...
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Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving
Something More with Chris Boyd
As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from “The First Encounter” through the fifty years of peace that followed, and ending with King Philip’s War. The book also highlights the mutually dependent relationship between the Pilgrims and the indigenous Wampanoags that is documented in the painting by Rinaldo of The First Thanksgiving, 1621. In this episode the group furthers the...
info_outlineWelcome 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 advantage of this chance to catch up on the market's latest shifts and prepare for what lies ahead.
Tune in, stay informed, and fortify your financial future with Chris, Jeff, and Brian. Because in the world of finance, understanding is your greatest asset.
If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.
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