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

Something More with Chris Boyd

Release Date: 12/05/2022

Level 4 - Freedom show art Level 4 - Freedom

Something More with Chris Boyd

Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels of Wealth (see related article linked below). For this segment, they move onto level 4 – Freedom. Chris and Jeff discuss how Freedom means having the ability to cover your current and future financial needs, and when working is more of a personal choice than a financial need. Jeff emphasizes that reaching the freedom stage still requires long-term planning, budgeting and lifestyle discipline. Chris talks about why it is important to stress-test your financial plan, especially for the potential need of...

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In the News show art In the News

Something More with Chris Boyd

In the News – There is never a shortage of financially related news items to discuss. In this episode, Chris Boyd and Jeff Perry begin the conversation with the recent Solar Eclipse and the economic impact of such an event. Chris and Jeff next review economic data reports from the week, including the Consumer Price Index (CPI) and the Producer Price Index (PPI) and what each report tells us about inflation trends. To wrap up this segment, Jeff brings up a story that Costco has been selling up to $200M a month in gold bars. Chris discusses why people buy gold related assets. The segment ends...

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Mail Bag- Whole life insurance policy for college expenses show art Mail Bag- Whole life insurance policy for college expenses

Something More with Chris Boyd

Mail Bag – In this episode, Chris Boyd and Jeff Perry answer a question from a listener on the subject of what is the correct type of life insurance? Chris summarizes the scenario where a woman from Wisconsin asks about whether a whole life insurance policy is an effective use for life insurance and for saving for future college expenses and retirement. Chris and Jeff outline how to evaluate the need and amount of insurance and when different types of policies may be appropriate. The segment concludes with advice to listeners to work with a financial advisor who is a fiduciary and to be...

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Changing Advisors show art Changing Advisors

Something More with Chris Boyd

Changing Advisors – Chris Boyd and Jeff Perry dig into a recent survey which indicates that approximately 75% of financial planning clients considered changing their financial advisor last year (see link below). Chris and Jeff provide responses to the various parts of the survey, including that 61% of clients said they prefer to hear from their advisors via email, while 41% say they would rather talk over the phone, and 38% say they would like a face-to-face meeting with their advisor. Chris and Jeff provide commentary on the importance of a financial advisor knowing the client’s goals,...

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Tax Day is upon us show art Tax Day is upon us

Something More with Chris Boyd

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Level 3 - Security show art Level 3 - Security

Something More with Chris Boyd

Level 3 - Security – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to level 3 of Security (see related article linked below). At Level 3, Security is about seeing the fruits of your disciplined financial strategy and how financial decisions should become more second nature. Jeff and Chris go deep into the details of how much one should have for an emergency fund and the advantages of creating a comprehensive financial plan to focus on retirement planning and other significant financial planning goals....

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The Survey Says show art The Survey Says

Something More with Chris Boyd

The Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other business/economic issues. In this latest poll are issues of President Biden’s proposal for a Corporate Income Tax increase, banning the social media app TikTok, and voters’ thoughts on a Trump versus Biden election rematch. Chris and Jeff have some fun sharing their views on each of the subjects. As a reminder, Chris mentions that the Something More with Chris Boyd podcast...

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Paper Soldiers show art Paper Soldiers

Something More with Chris Boyd

Paper Soldiers – Chris Boyd welcomes Saleha Mohsin, the author of the new book “Paper Soldiers”. Saleha, a reporter from Bloomberg offers her thoughts on “the untold story of how one of America’s most invincible institutions (the Treasury) has used the U.S. dollar to define America’s role in the world, and our economic future”. Saleha explains how the Treasury Department has shaped U.S. policy at home and overseas by wielding the American dollar as a “weapon” and what that means in a new age of crisis. Chris adds his commentary on globalization and how the strength or...

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Retirement Planning for Women show art Retirement Planning for Women

Something More with Chris Boyd

Retirement Planning for Women – With March being Women’s History Month, Chris Boyd and Jeff Perry welcome Jocelyn Lee of Wealth Enhancement Group to the segment to discuss unique challenges that many women face in financial planning. Jocelyn starts out by sharing her personal story of meeting her first financial advisor and how she prefers a values-based planning approach. During a lively dialogue, the trio explore issues many women face of taking time off from work to care for family and how this relates to future social security benefits and the need for retirement planning in general....

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Level 2 - Strategy show art Level 2 - Strategy

Something More with Chris Boyd

Level 2 - Strategy – Chris Boyd and Jeff Perry continue their previous discussion about the 5 Levels of Wealth by moving up the wealth pyramid to the level of strategy (see related article linked below). At Level 2 you are no longer just surviving, you are beginning to make your money work for you. Chris and Jeff outline a successful method of goal setting and dig into some common financial goals of saving for a home purchase, saving for retirement, and planning for higher education costs of children. Chris provides his thoughts for reducing risk as you get closer to a financial goal. ...

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More Episodes

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 budgeting.