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Should we worry about the dollar? Mailbag Questions

Something More with Chris Boyd

Release Date: 04/15/2024

Best Night - Cape Cod show art Best Night - Cape Cod

Something More with Chris Boyd

Best Night - Cape Cod – Chris Boyd and Jeff Perry welcome Bert Talerman, President of Cape Cod 5 Bank. The episode starts off with congratulations to Bert for being recognized with the Visionary Award from the Cape and Islands United Way. Chris outlines the various efforts the United Way provides funding and services. Bert next answers Chris’s questions about the current banking environment and economic conditions on Cape Cod. Jeff expresses appreciation to Bert and Cape Cod 5 for their efforts to enhance financial literacy. Jeff shares a story of a program offered at the Barnstable County...

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What is it worth? The Value of an advisor show art What is it worth? The Value of an advisor

Something More with Chris Boyd

What is it worth? – How does one put a value on collaborating with a good financial advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin the conversation by outlining the various roles of a financial advisor. Chris explains the importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting the right financial advisor. A wide range of topics are discussed including making the decision when to retire, claiming social security, asset allocation, risk tolerance, estate planning, tax planning, Roth conversions, retirement cash-flow...

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Cape Cod Housing Challenges show art Cape Cod Housing Challenges

Something More with Chris Boyd

Cape Cod Housing Challenges – Alisa Magnotta from the Housing Assistance Corp (HAC) of Cape Cod joins Chris Boyd and Jeff Perry to discuss the numerous housing related challenges in the region. Alisa reviews the wide range of services and programs of HAC in attempts to bridge issues between homelessness and homeownership. The discussion highlights the growing issues of homelessness, including an increasing number of senior citizens, and the ever-present need for additional workforce housing. Chris asks Alisa how people can assist HAC with their efforts. For more information or to reach Chris...

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8 Ways to become poor in your Retirement show art 8 Ways to become poor in your Retirement

Something More with Chris Boyd

8 Ways to become poor in your Retirement – Chris Boyd and Jeff Perry review an article which outlines common financial mistakes baby boomers are making in their retirement years (see link below). Having too much consumer debt, starting social security too soon, having too much house, not having a realistic budget, and selling your investments at the wrong time are some of the issues covered. https://www.gobankingrates.com/retirement/planning/ways-baby-boomers-become-poor- in-retirement/ For more information or to reach Chris Boyd or Jeff Perry, click the below link:  

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Should you worry about a declining birth rate? show art Should you worry about a declining birth rate?

Something More with Chris Boyd

Should you worry about a declining birth rate? –The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened. Chris Boyd and Jeff Perry review a recent Wall Street Journal article discussing what declining birth rates mean to the economy, investing and the quality of life (see link below). For more information or to reach Chris Boyd or Jeff Perry, click the below link:  

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What is the economic data telling us? show art What is the economic data telling us?

Something More with Chris Boyd

What is the economic data telling us? – Chris Boyd and Jeff Perry explore the financial data reports from the past week, including the Producer Price Index, Consumer Price Index, Retail Sales, and Consumer Debt. Chris reviews comments from Federal Reserve Chairman Jerome Powell regarding the Federal Reserve’s efforts to tame inflation. Jeff discusses the impacts that higher interest rates are having on consumer spending and willingness to take on debt. For more information or to reach Chris Boyd or Jeff Perry, click the below link:  

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5 Conversations with your Financial Advisor show art 5 Conversations with your Financial Advisor

Something More with Chris Boyd

5 Conversations with your Financial Advisor - Based on the recently published article in Financial Planning (linked below), there are five extraordinary circumstances that go beyond the basic retirement planning that advisors should address with clients. The topics of discussion include non-traditional relationships and what happens when things go wrong, special issues with minor children, estate planning in second marriages, health challenges, and income tax surprises.  Chris and Jeff also dig into some frequent areas where people with good intentions neglect to consider when putting...

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Earnings and what really matters show art Earnings and what really matters

Something More with Chris Boyd

Earnings and what really matters – Chris Boyd welcomes Brian Regan to the show. With approximately 80% of corporate earnings reported for this quarter, Brian outlines common trends he is seeing from these earnings. Jeff Perry questions Brian about areas of concern that CEO’s and investors may be focused on. Brian explains how he approaches evaluating a company to invest in and the trio discuss how stock buybacks and dividends can be positive or negative for a stock. Chris asks Brian how he makes the decision when it is time to sell a specific investment. Brian reflects on an article he...

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Mail Bag- Still working exception to 401Ks show art Mail Bag- Still working exception to 401Ks

Something More with Chris Boyd

Mail Bag – For this episode, Chris Boyd and Jeff Perry open the “Mail Bag” and discuss questions from clients and listeners. Chris and Jeff start the episode with a Happy Mother’s Day wish. During the episode, Chris and Jeff discuss the “Still Working” exception related to 401Ks and required minimum distributions (RMDs), how to use a QCD (qualified charitable distribution) to reduce income taxes, and best practices when planning for loved ones with special needs. For more information or to reach Chris Boyd or Jeff Perry, click the below link: ...

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The Retirement Smile show art The Retirement Smile

Something More with Chris Boyd

The Retirement Smile – Chris Boyd and Jeff Perry explore personal spending patterns when people enter retirement. The Retirement Smile shows increased spending in the early and late stages of retirement. Chris and Jeff dig into the reasons for this phenomenon and how to create a financial plan to best reflect projected spending and capital needs. Chris also brings up a Wall Street Journal article indicating that most people expect their retirement age to be sixty-five, but reality tells a vastly different story. For more information or to reach Chris Boyd or Jeff Perry, click the below link:...

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More Episodes

Mail Bag - Should we worry about the Dollar? – Chris Boyd welcomes Brian Regan to
this episode to discuss a question from the AMR Team Mail Bag. This listener’s question
asks about the threats to the strength of the US Dollar and whether China may have a
political or market interest in a devalued US Dollar. Other threats to the strength of the
US Dollar are discussed, including the rising level of US government debt. The episode
concludes with a conversation of the seemingly growing number of newsletters and fear-
related products being marketed to consumers.


For more information or to reach Chris Boyd or Jeff Perry, click the below link:


https://www.wealthenhancement.com/s/advisor-teams/amr