Something More with Chris Boyd
Where are Mortgage Rates headed? – Robert Foos, President of Sparrow Mortgage discusses the current state of the home mortgage market with Chris Boyd and Jeff Perry. The conversation starts off with the likely impacts for mortgage rates due to the recent election. Robert answers questions regarding the mortgage application process, debt to income ratios, types of income that qualify for a mortgage, self-employment situations, and programs for first time homebuyers. At the end of the segment, Robert mentions community events in the Falmouth area that he is involved with (see links below). For...
info_outline The Case for International Investing with Nick Paul, MFSSomething More with Chris Boyd
The Case for International Investing with Nick Paul, MFS – Nicholas J. Paul, CFA who serves as the Equity Portfolio Manager for MFS joins Chris Boyd and Jeff Perry for an in-depth discussion about using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt, tariffs, deglobalization, emerging markets, and currency risk. During the episode Chris and Nick also discuss the benefits of active management for international investing. For more information or to reach Chris Boyd or Jeff Perry, click the below...
info_outline Meaning of MoneySomething More with Chris Boyd
Meaning of Money – Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a dynamic conversation about the Meaning of Money. This episode is about a lot more than counting the dollars! Topics discussed include, why we give money meaning, money and emotion, money and relationships, identifying influences/origins of money messages, illustrating impact of money messages on financial behaviors, and highlighting impact on advisor/client relationship. For more information or to reach Chris Boyd or Jeff Perry, click the below link:
info_outline RMD’s and things to rememberSomething More with Chris Boyd
RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections. Next Chris shares detailed lessons about Required Minimum Distributions. The dialogue transitions to items to consider before the end of the year, including retirement contributions, Roth conversions, charitable giving and QCD’s. For more information or to reach Chris Boyd or Jeff Perry, click the below link:...
info_outline Election and InvestingSomething More with Chris Boyd
Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a lively discussion about how the upcoming election may impact the markets and investors. The podcast starts out with a review of how the stock market has performed under prior Presidents. Brian shares detailed commentary of the likely economic outcomes of a Trump or Harris presidency. Jeff and Brian dig into issues of tax policy, deficit spending, employment, tariffs, and geo-politics. For more information or to reach Chris Boyd, Brian Regan or Jeff Perry, click the below link:
info_outline Retirement ConfidenceSomething More with Chris Boyd
Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th Annual Retirement Confidence Survey conducted by the Employee Benefit Research Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include responses about Social Security, pensions, IRAs/401Ks, inflation, working after retirement and various expected sources of income. The discussion goes off on a tangent as the pair discuss the non-financial aspects of retirement planning. Chris also invites you to join him at an upcoming seminar titled “Your Retirement Countdown”. Click the...
info_outline End of Year PlanningSomething More with Chris Boyd
End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax strategies investors may wish to consider prior to the end of the year. Topics discussed are RMD’s, estate planning, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds everyone why it is important to check and update your beneficiaries. Chris and Jeff also inform listeners of the new AMR Team office location in Hyannis and discuss the recent Grand Opening ceremony. For more information or to reach Chris Boyd or...
info_outline College Planning – Part 2Something More with Chris Boyd
College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy Wittman of College Inside Track. Cozy offers her thoughts on how to find the best “fit” for your student in the college selection. In addition, Cozy outlines the financial aid process and dispels some commonly held beliefs of which colleges may be the best value. Cozy also explains the FAFSA process and offers her advice as to what students and families should do with the announcement of the FAFSA opening delay. To watch the...
info_outline College Planning – Part 1Something More with Chris Boyd
College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two episodes from their recent College Planning webinar. In this segment, Chris and Jeff discuss the current and future cost of college and whether college is still worth the cost. Chris and Jeff then turn to the different ways to save and invest for future college expenses. The conversation focuses on the use of 529 plans. Jeff highlights why grandparents may be the best choice to set up a 529 plan. Chris and Jeff discuss what happens to 529 plan funds if they are not needed for college expenses. To watch the...
info_outline The Survey Says; Retirement Lifestyle StudySomething More with Chris Boyd
The Survey Says – Aya Yoshioka CFA of Wealth Enhancement joins Chris Boyd and Jeff Perry to discuss the findings of Wealth Enhancement’s recent Retirement Lifestyle Study (linked below). The conversation begins with the survey’s top political concerns of the respondents as being inflation and taxes. Aya answers questions of the significance of elections and the stock market. Jeff outlines the lifestyle and happiness survey data among different generations. Chris asks Aya for her thoughts on the various geo-political events and how they could impact investors. ...
info_outlineRetirement 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 just looking for some assurance you're on the right track, tune in to get a clearer perspective on what you truly need to save for a comfortable, fulfilling retirement.
Ready to discover your retirement number? Let Chris and Jeff guide the way. Join us for an episode packed with expert perspectives and the wisdom you need to make informed decisions for your future.
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 Chris Boyd:
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