What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan
Something More with Chris Boyd
Release Date: 07/27/2022
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...
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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...
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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...
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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...
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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...
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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...
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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...
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Trusts and Divorce with Keats
Something More with Chris Boyd
In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot in the financial community. When divorce meets trust situations, how does the law interpret it? More importantly, this episode prompts us to reflect on a deeply personal question: How is your trust built? Tune in as we explore the complexities of trust structures, the nuances of divorce implications, and the importance of financial foresight. Whether you're a...
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Are You in the 10%? Breaking Down Income Brackets and Where We Stand
Something More with Chris Boyd
Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the top 10% of income earners, offering insights into how these figures have evolved over time and what they signify in today's economy. Are you close to joining these ranks, or perhaps you're curious about how far that milestone may seem? From examining the criteria that set these individuals apart to pondering how the average American measures up against these numbers, this episode offers a comprehensive look at the financial landscapes of...
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Cape & Veteran's Outreach Center
Something More with Chris Boyd
On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that started with a couple of guys and truck assisting soldiers returning from Vietnam. Cape and Islands Veterans Outreach Center has helped tens of thousands of veterans over the years and are continuing to do so as food insecurity and housing issues grow. The 40th Anniversary Gala is coming up so if you can support them on this mission we ask that you do. Cape & Islands Veterans Outreach Center If you need help with...
info_outlineCEO, 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.