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Mailbag of Questions; 15 Years on the Radio

Something More With Chris Boyd

Release Date: 05/04/2022

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement show art Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

Something More With Chris Boyd

While feeling the effects of inflation, CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, uncover ways to keep a flexible budget while still being able to travel and have summer fun. AMR's Lead Financial Planner, Scott Birmingham, CFP®, joins as the team discusses how to deal with risks and challenges that people face in retirement.

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Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act show art Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, connect this first hour on current market landscapes and what certain economic and federal outcomes can mean for investors. The Team brings up the topic of supply chain disruptions in the semiconductor chip space, and mentions the effects on the chip industry from geopolitical tensions in Taiwan. The Team gets into legislative discussion on the inflation reduction act. They cover the effects this act has on investors.

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Morningstar's Christine Benz & Jeffrey Ptak show art Morningstar's Christine Benz & Jeffrey Ptak

Something More With Chris Boyd

This hour, we are joined by Christine Benz, Morningstar's Director of Personal Finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, and Jeffrey Ptak, CFA®, Morningstar's Chief Ratings Officer; both are hosts of The Long View podcast. They share insights about what's happening in the world of personal finance, the valuation of markets, how to evaluate ESG and more. Podcast: LinkedIn: Christine Benz - Jeffrey Ptak - Twitter:  Christine Benz - @christine_benz  Jeffrey Ptak - @syouth1 *Episode recorded on Thursday, August 4th, 2022*

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Economic Market Retrospect & Outlook; Investor Psychology show art Economic Market Retrospect & Outlook; Investor Psychology

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA®, have an economic discussion in this hour. Brian gives a July market retrospect, discussing market drivers like earning reports, slowing inflation, a long-term interest rate outlook, and more. Brian shares thought provoking emotional biases and cognitive errors investors can have toward their investments.

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Fear-Based Decision-Making; Purchases Retirees Almost Always Regret show art Fear-Based Decision-Making; Purchases Retirees Almost Always Regret

Something More With Chris Boyd

Team AMR opens the hour discussing fear-based decision-making in the midst of tough market environments, and how to best alleviate financial stresses. They cover common mistakes investors make and go over a GOBankingRates article, "8 Purchases Retirees Almost Always Regret." Budgeting and stress-testing your financial plan to minimize mistakes and regrets during retirement grows in discussion.

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Markets and Financial News; Real Estate and Home Mortgages show art Markets and Financial News; Real Estate and Home Mortgages

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, and IAR, Jeff Perry, JD, jump into economic discussion, talking about Q2 GDP, a recession, the Federal Reserve, financial news, and more. Chris and Jeff are joined by Loan Officer Savannah Fabbio from Shamrock Home Loans, Inc. to discuss the economic and interest rate environment and how they effect home mortgages and the real estate market.

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What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan show art What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and Lead Financial Planner, Scott Birmingham, CFP®, talk about the down market and discuss what millionaires typically do when in Bear Market territory. The Team covers AMR's financial planning process, explaining the attention AMR puts in when forming and stress testing a financial plan. Chris brings up the importance of understanding the client's circumstances. Scott describes what a Monte Carlo simulation is and why it is helpful.

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Putting Context to Inflation; Bond Yields show art Putting Context to Inflation; Bond Yields

Something More With Chris Boyd

CEO, Chris Boyd, CFP®, IAR, Jeff Perry, JD, and CIO, Brian Regan, CFA, discuss and give context to the causes and reasons for inflation and its effects on the economic environment. Brian covers the difference between Headline and Core inflation and why it matters. Brian gets into the bond yields, mentioning the implications and logistics of investing in high yield bonds. He shares his outlook on the stock and bond markets, the federal reserve, interest rates, mortgage rates and more.

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Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job show art Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

Something More With Chris Boyd

IAR, Jeff Perry, JD, and Wealth Advisor, Jeff Tomaneng, CFP®, discuss investor psychology, covering client sentiment, consumer confidence, recency bias and behavioral finance. They get into tips on coping with inflation, mentioning to be more mindful on your wants, finding substitutes for activities, finding a side job and more. They also discuss options to consider for your retirement accounts when you change jobs, advising taking control of your money in your plans.

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Inflation & PCE, US Dollar, Inflation & PCE, US Dollar, "Finding Your Financial Advisor"

Something More With Chris Boyd

Jeff Perry & Brian Regan discuss inflation (Core vs. Headline) and the PCE price index, which the Federal Reserve prefers for economic analysis. They talk about the USD strength relative to interest rates around the world and the international trade balance. Brian’s latest article “Finding Your Financial Advisor” was recently published on The Street. In this article he emphasizes that a good financial advisor will help you determine your risk preference and invest within in.

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More Episodes

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.