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SECURE Act 2.0 Webinar Info; Money Issues in Relationships

Something More With Chris Boyd

Release Date: 02/27/2023

Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops show art Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops

Something More With Chris Boyd

MA State Rep. Steven Xiharos shares his experience being a Gold Star Father of his son Nicholas and what Memorial Day means to him. Michelle DeSilva, Cape Cod Cares for the Troops, discusses their annual Troops in the Spotlight event.

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Market performance & bias; lessons learned - allocation show art Market performance & bias; lessons learned - allocation

Something More With Chris Boyd

The AMR team talks about the #market – how is it doing, biases people may have– political or fear, and bank credit tightening. They also review a couple of lessons learned – portfolio allocation and quick money. #financialplanning #investments #stocks

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David Walker, Former Comptroller General of the United States show art David Walker, Former Comptroller General of the United States

Something More With Chris Boyd

Guest David Walker, US Comptroller General of the United States from 1998-2008 and advocate for federal fiscal responsibility, talks with Chris and Jeff Perry about the dangers if the deficit is left untreated. Recorded on May 18, 2023.

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Debt Ceiling; Financial Literacy; Social Security Reform show art Debt Ceiling; Financial Literacy; Social Security Reform

Something More With Chris Boyd

Chris and Jeff discuss the debt ceiling and the politics around it. They also cover Social Security Reform and the Windfall Elimination Provision (WEP). With graduation season underway, they discuss the job situation and the importance of financial literacy for new grads. 

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HerMoney's Jean Chatzky; Personal Finance show art HerMoney's Jean Chatzky; Personal Finance

Something More With Chris Boyd

CEO Chris Boyd, CFP®, and IAR Jeff Perry, JD, are joined by Jean Chatzky. Jean is an award-winning journalist, podcast host, radio show co-host, and CEO and founder of the HerMoney Podcast. She joins us to discuss the unique financial challenges women face in the workplace and in life. Chris and Jeff get into personal finance, discuss financial planning matters, and bring up the importance of budgeting while introducing AMR's Something More Mentoring complimentary personal finance program.

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Mother's Day; Lessons Learned from Mom show art Mother's Day; Lessons Learned from Mom

Something More With Chris Boyd

Host and CEO Chris Boyd, CFP®, and Jeff Perry, JD, are joined by Chris's mother, Ina Boyd, to share stories and express appreciation for all mothers out there. AMR team members express their gratitude and share lessons from their moms.

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Leveraging Debt; Realistic Rate of Return; Institutional Investing show art Leveraging Debt; Realistic Rate of Return; Institutional Investing

Something More With Chris Boyd

CEO Chris Boyd, CFP®, IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, get into financial planning considerations while discussing AMR's upcoming complimentary Social Security and Medicare seminar on June 6th, which will provide insight for plans and strategies that can increase your understanding of social security and Medicare. As different people view debt differently, the team brings up types of debt, good debt vs bad debt, when to borrow vs when to use cash, and how to leverage debt to build wealth. Brian shares insight on what a Realistic Rate of Return is, different methods of measuring...

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Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race show art Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race

Something More With Chris Boyd

We are joined by Nicole Spencer, Executive Director of Heroes in Transition (HIT), to discuss HIT's 8th annual Ruck race. The 200+ mile race runs through all 15 towns on Cape Cod, is roughly 36 hours in duration, and raises funds for HIT’s continuing effort to never leave a fallen hero behind. Visit for more information.  

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16 Year Anniversary!; Federal Reserve; US Debt Ceiling show art 16 Year Anniversary!; Federal Reserve; US Debt Ceiling

Something More With Chris Boyd

Something More with Chris Boyd celebrates its 16-year anniversary. Chris reflects on the start of the show and his firm. Chris and Jeff discuss the Federal Reserve’s recent decision of another Fed funds rate hike, their goals of slowing the economy and how it has affected markets. They talk about moments of difficulty and challenge with recent bank failures and ask about the value of these banks. Chris and Jeff get into a political discussion around US debt ceiling concerns, considerations, hopes, and more.

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Economic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities show art Economic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities

Something More With Chris Boyd

Host and IAR Jeff Perry, JD, and CIO Brian Regan, CFA®, take the hour to discuss financial matters. They start by giving an economic and market update by commenting on GDP numbers, how the stock market is priced, the role earnings and interest rates has on stocks, employment rates, the Federal Reserve’s actions, and consumer sentiment. Brian then reviews corporate earnings and shares his impressions on specific “mega cap” stocks. He discusses the differences between these “mega cap” companies and what he finds important when valuing a stock. Jeff and Brian go down the path of AI...

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More Episodes

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more.

Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your spouse, but a reluctance for shared purchases and accounts for unmarried couples.