Market Conditions/Economy; Social Security & Medicare Reform
Something More With Chris Boyd
Release Date: 03/13/2023
Social Security poll; Withdrawing from retirement accounts for cashflow needs
Something More With Chris Boyd
Is Social Security going to be around when you need it? Chris and Jeff talk about a CNBC Social Security poll that shows bi-partisan support for reducing benefits for high earners, raising the amount of Social Security benefits, raising the retirement age, and increasing payroll tax. They discuss a Schwab article about when to take Social Security and how much you can withdraw annually from your portfolio for cashflow needs. People are often uncomfortable about taking withdrawals after they have saved so long for retirement. The general rule has been if you are in a 50/50 type...
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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
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
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
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
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
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
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
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
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.
info_outlineHosts Chris Boyd, CFP®, and Jeff Perry, JD, are joined by AMR CIO Brian Regan, CFA®, to discuss recent market movements in relation to Fed Chairman Jerome Powell’s comments to congress. We’ll discuss what his comments reveal about current/future fund rates and what it means for inflation and the economy ahead.
Social Security and Medicare reform can be considered a politically dangerous discussion. Chris and Jeff talk about the reality of minimized social security benefits, Medicare reform proposed by the Biden administration, and the importance of political decision making for both.