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Customer Service Week; Financial Planning Logistics

Something More With Chris Boyd

Release Date: 10/03/2022

Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting show art Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting

Something More With Chris Boyd

Host Jeff Perry, JD, is joined by Sheriff Jim Cummings of Barnstable County Sheriff’s Office to discuss his time and career in law enforcement, from entering the Framingham State Police Academy in 1974 to becoming Sheriff in 1999. He shares investigation stories from his rookie career and his journey on how he got to where he is today. They speak on Barnstable County’s drug, alcohol, and mental health rehabilitation efforts and its effects on recidivism rates in the area. After, AMR's Wealth Advisor Jeff Tomaneng, CFP®, joins the show to talk about holiday shopping, planning, and...

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Housing Security, Champ Homes; New World Order or Continued Global Economy? show art Housing Security, Champ Homes; New World Order or Continued Global Economy?

Something More With Chris Boyd

Host Jeff Perry, JD, is joined by Adam Burnett, Executive Director of Champ Homes, to speak about the organization and how Champ Homes acts as a support system for those with housing instability. Adam mentions recent trends of Champ Home stayers are in direct correlation with the recent “housing crisis.” With the goal of instilling self-advocacy, Champ Homes works with people motivated to turn their lives around. They measure their success rate by the number of people who move on from Champ Homes. Jeff is joined by CIO Brian Regan, CFA®, to talk about Brian’s recent article New World...

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Consumer Debt, Holiday Budgets; AAA: 2023 Travel Trends show art Consumer Debt, Holiday Budgets; AAA: 2023 Travel Trends

Something More With Chris Boyd

IAR Jeff Perry, JD, and AMR’s marketing team Cathi Ingersoll and Armen Avakian open with a show outline and talk about holiday budgets and consumer debt. Chuck Nardozza, Managing Director of Travel Sales at AAA, talks about 2023 travel trends, mentions demand levels as people become more eager to visit family/friends during a post-pandemic feel, and shares the benefits of using AAA. Jeff and Armen discuss AMR as a toy drop-off location for Toys for Tots and an AMR social media marketing campaign of asking advisors of a great piece of financial advice.

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Market Conditions and the Economy; Holiday - Toys for Tots show art Market Conditions and the Economy; Holiday - Toys for Tots

Something More With Chris Boyd

Chris, Jeff, and Co-host Dan Wolf, founder and chairman of Cape Air, are joined by CIO Brian Regan, CFA®, to discuss cryptocurrency, real estate, and equity market conditions. Brian enlightens us on economic theory that drives currency on a discussion of the US dollar. Brian shares where he would take the economy if he was chairman of the Federal Reserve. Chris and Jeff shift gears to talk about the holiday season and share AMR’s involvement in the community, acting as a toy drop-off location for Toys for Tots.

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Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics show art Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics

Something More With Chris Boyd

Co-hosting our show is Founder and Board Chairman of Cape Air, Dan Wolf, along with Chris and Jeff, as they talk about Dan’s venture starting Cape Air. They discuss entrepreneurship, the difficulty to break into markets given increased barriers to entry and the involvement of political regulation. Dan expresses his interest in electric airplanes and sustainable aviation. The team gets into the evolution of climate change sentiments. The team mentions recent political news to have a political discussion.

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The First Thanksgiving; Election Results show art The First Thanksgiving; Election Results

Something More With Chris Boyd

We are joined by Karen Rinaldo and Kevin Doyle, authors of In the Wake of the Mayflower, to discuss the historic event of the first Thanksgiving. Karen shares and talks about her unique painting that accurately depicts the encounter of 90 Wampanoags and 53 Mayflower-surviving pilgrims, “The First Thanksgiving – 1621.” She shares how she got involved in creating this piece, the steps she took in constructing the image, and where her painting is today.  Karen and Kevin talk about their journey in what led them to self-publish their book. They speak on spiritual value in the native...

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Economy, Inflation, Energy, CPI Report; Cryptocurrency show art Economy, Inflation, Energy, CPI Report; Cryptocurrency

Something More With Chris Boyd

IAR Jeff Perry, JD, and CIO, Brian Regan, CFA®, give financial news on the downward trending CPI report. Brian discusses his focus on CPI cost considerations of shelter, durable goods, and medical services, and explains how these costs are measured month-over-month and year-over-year. They take into consideration and discuss the implications of the lag time between data points. Brian shares his thoughts on energy while looking at crude oil prices. They talk about inflation, the Federal Reserve’s actions based on real-time and backwards looking data. Brian and Jeff share their thoughts on...

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Veterans Day with Cape & Islands Veterans Outreach Center show art Veterans Day with Cape & Islands Veterans Outreach Center

Something More With Chris Boyd

As Veterans Day approaches, we are happy to be joined by the Cape and Islands Veterans Outreach Center’s Treasurer, Bill Blaisdell, and Outreach & Programs Manager, Barbara-Anne Foley. They join us to discuss the services they offer to Veterans on Cape Cod through expanding programs like their food pantry, housing services, counseling and case management services, and transportation services for Veterans and their families. Barbara and Bill express their openness in accepting and ease of qualifications in helping US Veterans from all over in any way they can through their services mentioned....

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Upcoming Massachusetts Elections with Matt Pitta show art Upcoming Massachusetts Elections with Matt Pitta

Something More With Chris Boyd

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Cape Cod journalist and former news director Matt Pitta to speak on all things in the upcoming Massachusetts election. They discuss running candidates in many of the areas of service, their points of views and many of the possible outcomes from this year’s election. They later get into ballot questions and the implications of a “yes” vote and a “no” vote.

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Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement show art Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement

Something More With Chris Boyd

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, talk about Q3 GDP trends, inflation, earning reports, and more. As GDP trends lower, what does this mean for the future of our economy? Brian comments on inflation data mentioning the state of spending in durable goods and services. How likely is a recession and when will that occur? Brian shares an investors sentiment based on the S&P 500 being forward looking and earnings being backward looking. Brian shares bull and bear cases for specific stocks. Chris and Jeff discuss scenarios of lost 401k’s and collections of...

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More Episodes

Host and IAR, Jeff Perry, JD, is joined by AMR's marketing team to talk about customer service week with examples of good customer service and how it's rewarded. They shift to explain an upcoming marketing campaign that entails asking AMR advisors to give their best financial tip, discussing the inception and execution of the series.

Wealth Advisor, Jeff Tomaneng, CFP®, joins and teases his best piece of financial advice - what he would tell his younger self. They bring up the college planning process from past week's show and stress the importance of college fit.

Jeff and Jeff shift gears to talk about logistics of financial planning and explain the ways they work with their clients. They emphasize what clients can do to elevate the level of service a fiduciary financial planner can give. They discuss values revolving around money and state the importance of budgeting during an inflationary economic period.