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Estate Planning Essentials: Mistakes to Avoid and Family Involvement

Something More with Chris Boyd

Release Date: 11/27/2023

Does China care about our elections? show art Does China care about our elections?

Something More with Chris Boyd

Does China care about our elections? – China expert and Attorney Andrew Singer joins Chris Boyd and Jeff Perry for a timely discussion of whether China really cares who wins elections in the United States or is China most interested in division and disruption? In addition to the U.S. Election, Andrew responds to questions about Chinese life & culture, tariffs, and alliances with North Korea and Russia. Andrews also offers commentary concerning China’s conflicts in the region, including the Philippines, Vietnam and India. For a related recent article by Andrew Singer, click the link...

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Critical Financial Steps to Take Before You Retire show art Critical Financial Steps to Take Before You Retire

Something More with Chris Boyd

Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss a list of items that should be considered before you retire. On the top of the list is figuring out what role working part-time will play after you retire from your fulltime work. The conversation turns to Social Security planning and how it fits into the overall retirement income puzzle. Jeff warns listeners of the impact of failing to plan for future inflation. Chris shares his thoughts why it is so critical to identify your own retirement income style before you retire and suggests that people should...

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Why Investors Missed Out on 15% show art Why Investors Missed Out on 15%

Something More with Chris Boyd

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with an update on the opening of a new office location in Hyannis for the AMR Team. They also discuss the recent Federal Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture a greater share of their funds total returns in the future” (see link to the article below). The dialogue shifts to an in-depth look at how behavioral and psychological factors can harm investment performance. The conversation also includes an...

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10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets show art 10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets

Something More with Chris Boyd

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry asks Chris Boyd about a recent news article that Chris was quote in. The GoBankingRates article discusses how retirees can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designing Your Retirement Portfolio Intentionally & Asset Allocation, Delaying Social Security If You Can, Considering Part-Time Work, Not Chasing Income, Revisiting Your Medicare Plan, Considering Downsizing or Relocating, Cutting Overlooked...

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The Fed, Interest Rates, and the Market show art The Fed, Interest Rates, and the Market

Something More with Chris Boyd

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it may be telling investors. Brian also responds to Jeff’s questions regarding fixed income investing and whether the utility sector remains attractive after recent gains. Chris closes out the podcast with a reminder of the upcoming College Planning webinar scheduled for September 24 th (see link below) For more information or to...

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Planning Retirement Income show art Planning Retirement Income

Something More with Chris Boyd

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve into the complicated subject of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement income. The conversation turns to the different methods of sequencing withdrawals from taxable and non-taxable accounts and the consideration of income taxes. Other topics covered are Roth IRAs, owning the stock in a company you have worked for, using...

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What’s moving the markets now? show art What’s moving the markets now?

Something More with Chris Boyd

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcoming decision by the Federal Reserve on interest rates. Also, Chris and Jeff opine on the recent Presidential debate and share their thoughts about the questions they wish had been asked by the moderators. Chris reminds listeners of the upcoming...

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Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan show art Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

Something More with Chris Boyd

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a comprehensive financial plan, seeking a second opinion on retirement planning, and super-funding a 529 plan. In addition, Jeff and Chris discuss their upcoming College Planning Webinar (see link below). For more information or to reach Chris Boyd or...

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Aging Plans with Annalee Kruger show art Aging Plans with Annalee Kruger

Something More with Chris Boyd

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed.  Topics covered include “Red Flags” that family members should look for with aging family members, when and how to step in and offer assistance, caregiver burnout, emotional issues and financial considerations. Annalee also offers her commentary on the current status and future outlook of senior care options. For information on Annalee’s book,...

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International Day of Charity show art International Day of Charity

Something More with Chris Boyd

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Charitable Remainder Trusts, and Charitable Annuities. Chris and Jeff also discuss the benefits of including family members in this process. Jeff highlights why collaborating with a financial advisor regarding charitable giving is an important...

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More Episodes

In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who
needs an estate plan, how often the plan should be reviewed and some of the most
common mistakes people make in estate planning. Jeff starts out with a review of the
common documents used in estate planning. The conversation develops into the
emotional side of the estate planning process and the suggested practice of including
family members in the discussion. Scott shares a personal story where his own planning
came into play and the lessons he learned. The trio discusses the use of trusts.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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