Something More with Chris Boyd
"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us. You can also hear us on Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod or live streamed on the iHeart app.
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Remembering Charlie Munger: Lessons from a Wise Investor
12/04/2023
Remembering Charlie Munger: Lessons from a Wise Investor
Brian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal and professional history of Mr. Munger and how he and Warren Buffet became close friends and business partners. Brian shares many of the financial lessons that he has learned from Mr. Munger. Jeff reminds listeners that not only was Mr. Munger a hugely successful investor, but that he lived a generous, humble life and often used humor in his conversations. Chris reflects on several quotes and principles of Mr. Munger and how his simple business methods and patience proved successful for decades. 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: / #CharlieMunger #InvestmentWisdom #BerkshireHathaway #WarrenBuffett #FinancialLessons #Legacy #BusinessSuccess #HumorInBusiness #InvestingPrinciples #AssetManagement
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Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg
12/04/2023
Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg
In this episode, Chris Boyd and Jeff Perry welcome Rabbi Jonah Steinberg from the Anti-Defamation League (ADL). Rabbi Steinberg is the Director of ADL’s New England Region and discusses the rise of antisemitism since the October 7 th attack on Israel where the terrorist group Hamas attacked Israel killing over 1,400 people, wounding thousands, and kidnapping at least 250 children, women, and men. The group discusses a new study released this week which found that 73 percent of Jewish college students and 44 percent of non-Jewish students have experienced or witnessed antisemitism since the start of this school year. Rabbi Steinberg offers his thoughts on some reasons for the rise in antisemitism. The group discusses the poor response to antisemitism from several universities, including Harvard, Penn State and Columbia. The conversation includes the recent investigation of the U.S. Department of Education and the possibility of issues related to Title 6/Civil Rights. For more information on the above-mentioned study, see the link below: https://www.adl.org/resources/press-release/nearly-three-quarters-jewish-students- experienced-or-witnessed-antisemitism 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: / #AntisemitismAwareness
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Navigating the New Rules: Inheriting an IRA After Secure Act 2.0
12/02/2023
Navigating the New Rules: Inheriting an IRA After Secure Act 2.0
With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) to an IRA from earned income. The questions turn to how a beneficiary IRA distribution is handled before and after the effective date of the Secure Act 2.0. The dialogue continues with specific case scenarios and which rules apply to each unique set of facts. The issues of inheriting a Roth IRA are reviewed and the segment wraps up with when it may be appropriate to consider a Roth IRA conversion. 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: / #IRAInheritanceChanges
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Navigating the US-China Relationship: Insights with Attorney Andrew Singer
12/01/2023
Navigating the US-China Relationship: Insights with Attorney Andrew Singer
Attorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands on the vitriol and blowback that people and organizations face who are trying to further a positive dialogue. Jeff quotes statistics from a Pew Research study that shows that most Americans have a negative view of China. Attorney Singer offers his thoughts why China and the United States hold such views of each other. The conversation continues with how the relationship between these two superpowers impacts not only geopolitics and military issues, but also on trade and commerce. To read Attorney Singer’s recent newsletter on this subject, see the link below: https://www.andrewsingerchina.com/post/andrewsingerchina-newsletter-vol-2-issue-35- special 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: / #USChinaRelations #ChinaSingsToMe #BilateralDiplomacy #Geopolitics #TradeAndCommerce #PositiveDialogue #GlobalSuperpowers #PublicPerception #AndrewSingerChina #PodcastDiscussion
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Estate Planning Essentials: Mistakes to Avoid and Family Involvement
11/27/2023
Estate Planning Essentials: Mistakes to Avoid and Family Involvement
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. Something More with Chris Boyd: / #FinancialPlanning #EstatePlanMistakes #FamilyInvolvement #EstatePlanReview #CommonDocuments
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Mastering Investment Portfolio Construction with Brian Regan
11/27/2023
Mastering Investment Portfolio Construction with Brian Regan
Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to a portfolio depending upon changes in valuations. The group ends the segment with some thoughts of how this all fits together at finding the right balance for each client. 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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Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement
11/24/2023
Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement
CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider accelerating IRA withdrawals now under the current tax rates. As the end of the year is fast approaching, Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified Charitable Distributions. 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: / #SecureAct2.0 #FederalTaxRates #IRAWithdrawals #RothIRAConversions #QualifiedCharitableDistributions
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Holiday Shopping, Giving, and Financial Planning
11/24/2023
Holiday Shopping, Giving, and Financial Planning
With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is focused on Giving Tuesday and the issues related to charitable giving. Chris and Jeff discuss the story of how a client was able to use a Qualified Charitable Distribution to save income taxes and make a more generous charitable contribution. The segment concludes with Chris and Jeff talking about how charitable contributions fit into one’s comprehensive financial plan. 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: / #HolidayShopping #SmallBusinessSaturday #ShopLocal #CyberMondayDeals #CharitableGiving #GivingTuesday #IncomeTaxSavings #QualifiedCharitableDistribution #FinancialPlanning #ComprehensiveFinancialPlan
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Economic Insights: Inflation Trends, Employment Data, and the Global Landscape
11/20/2023
Economic Insights: Inflation Trends, Employment Data, and the Global Landscape
In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment indicator for the manufacturing sector. The pair goes into detail regarding the above data points showing a lowering rate of inflation and a generally slower economy. The conversation naturally continues to the question of whether a recession is likely. In addition to the financial news, Chris and Jeff discuss the details of the recent budget bills passed in Congress and the meeting in San Francisco between President Biden and President Xi of China. 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: / EconomicNews #InflationTrends #EmploymentData #HousingPrices #ManufacturingSector #RecessionRisk #BudgetBills #USChinaMeeting #SMwCB
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Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving
11/20/2023
Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving
As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from “The First Encounter” through the fifty years of peace that followed, and ending with King Philip’s War. The book also highlights the mutually dependent relationship between the Pilgrims and the indigenous Wampanoags that is documented in the painting by Rinaldo of The First Thanksgiving, 1621. In this episode the group furthers the conversation by talking about issues of trade, how the use of wampum rose and fell and the different concepts of value that came into play during this time period. The discussion also focuses on the differences of how native Indian people, the Dutch, and the English viewed land ownership. The segment concludes with the concept of gratitude and thanksgiving. 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: / #MayflowerHistory #Wampanoags #FirstThanksgiving #TradeHistory #LandOwnership #Gratitude #ThanksgivingTraditions #SMwCB
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Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones
11/17/2023
Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones
If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of Cantor Fitzgerald Asset Management. The discussion starts off with a lesson in 1031 exchanges, which is an exchange or swap of one real estate investment property for another, that in certain circumstances allows capital gain taxes to be deferred. Next on this episode’s agenda is a detailed outline of the Delaware Statutory Trust (DST). A DST is a real estate investment vehicle that allows investors to reinvest the proceeds from the sale of a property into a trust that holds a diversified portfolio of income-producing properties. For the final part of this episode, the trio has an informative conversation regarding investing in the Qualified Opportunity Zone Program. Jay describes the Opportunity Zone incentive as an economic development tool that supports economic growth while offering an investor the ability to defer taxes on eligible gains. 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: / #RealEstateInvesting #1031Exchanges #DelawareStatutoryTrust #OpportunityZones #CapitalGains #TaxDeferredInvesting
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Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers
11/17/2023
Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers
CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class- action lawsuit of Sitzer v. the National Association of Realtors alleged that the NAR artificially and unfairly inflated agent commissions. In this context, Chris, Scott, and Jeff explore related questions that have been brought forward as to who real estate agents actually represent. Further questions of proper disclosures and consumer awareness are part of the dialogue. Chris, Scott, and Jeff also discuss how these issues relate to financial advisors. Chris emphasizes the importance of working with a Fiduciary (putting the client’s best interests first) and making sure you know how people who work for you are compensated. 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: / #RealEstate #NAR #AgentCommissions #ConsumerAwareness #FiduciaryResponsibility #FinancialAdvisors
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Retirement Readiness: Nest Eggs & Navigating Risks
11/13/2023
Retirement Readiness: Nest Eggs & Navigating Risks
In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of a “nest egg” do I need? Chris offers his thoughts about the many different variables on the subject. Next up, the pair discusses the issues of the correct asset allocation, risk tolerance and how they are related to building a stable cash flow plan in retirement. Jeff stresses the importance of sharing your questions, fears, desires, and dreams with your financial advisor. 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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Massachusetts Tax Law Updates: Year-End Financial Strategies
11/13/2023
Massachusetts Tax Law Updates: Year-End Financial Strategies
With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax reductions for volunteer services provided to a local government. Chris and Jeff suggest to those who are able to maximize contributions to their retirement plans before the end of the year. Jeff reminds listeners to make sure that quarterly tax payments are made on time. Jeff brings up the subject of 179 deductions for business owners. Chris furthers the conversation by discussing the value of Roth conversions and the options for charitable giving. 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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What to watch and what to ignore-"Washington Wise" host Michael Townsend
11/10/2023
What to watch and what to ignore-"Washington Wise" host Michael Townsend
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics starting with the new Speaker of the House of Representatives, who he is, is he operating with the same House Rules and what to expect to be his legislative agenda. As the conversation continues, they explore the concerns of the government’s shutdown looming next week and the mounting cost of the national debt. Chris questions Michael on the various geo- political concerns and how this impacts the markets. The episode wraps up with a review of the regulatory environment for investors and advisors. 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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Saluting Service: Veteran Insights with John Alexander on Veterans Day
11/10/2023
Saluting Service: Veteran Insights with John Alexander on Veterans Day
To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the Military & Veteran Services Advisor at Cape Cod Community College. During the segment John goes into detail about his own military service as well as a program he helped start to train police officers to be better able to assist veterans in crisis. John, Chris, and Jeff go into a detailed discussion of the various charitable groups on Cape Cod who work to provide services to Veterans and those currently in the military. John recounts his involvement with Heroes in Transition (HIT), the Ruck Run and various other services and programs offered by HIT. The segment ends with a thank you to all Veterans for their service to our Country. 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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New factoring into stock and bond markets
11/06/2023
New factoring into stock and bond markets
In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack. Next up they discuss other potential geo- political concerns, including the extended war in Ukraine and the fear such conflicts expanding to potentially include Iran, North Korea and China. Chris and Jeff next dive into the recent commentary from the Federal Reserve and the continued pause on increasing the Federal Funds rate. Jeff and Chris close out the segment with a dialogue on the Treasury’s growing need to sell additional bond securities to fund the United States growing national debt. 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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End of the year; time to Optimize
11/06/2023
End of the year; time to Optimize
As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth conversions, taking IRA required minimum distributions, planning to minimize capital gains taxes, protecting against unneeded Medicare premium increases, and considering the best options/methods for charitable giving. Chris also reminds people to be thoughtful and intentional during the holiday period regarding spending and gifting. The pair discusses how easy it is to overspend during the holiday period. To read the article referenced during this segment, see the link below: https://www.kiplinger.com/retirement/tax-moves-retirees-should-consider-before-end-of- year 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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The Cost of Long-Term Care
11/03/2023
The Cost of Long-Term Care
The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether purchasing long- term care insurance is a good option to consider. The pair goes back and forth on the pros and cons of long-term care insurance. To put things into a larger perspective, Chris and Jeff review the recent data related to the likelihood of having a long-term care need, the average length of stay, and the likely cost. The pair discusses options other than insurance to consider when preparing a financial plan. 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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Changes to Mass Estate Tax Laws
11/03/2023
Changes to Mass Estate Tax Laws
CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates for residents and non-residents of Massachusetts. The trio also reviews the changes to the short-term capital gains rates which are now in effect for this year. Attorney Boyd ends the segment by putting all of these issues into the broader estate planning process and offers general advice regarding how often an estate plan should be reviewed. 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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The 4% Rule for Retirement
10/30/2023
The 4% Rule for Retirement
Chris Boyd and Jeff Perry dig into the subject of the 4% rule of withdrawing funds from retirement assets. The 4% rule is a popular retirement withdrawal strategy that suggests retirees can withdraw the amount equal to 4% of their savings during the year they retire and adjust for inflation or deflation each subsequent year for 30 years. In an article recently published in Market Watch (see link below), there is a discussion whether it is appropriate to use a 4.7% withdrawal rate in certain circumstances. Chris and Jeff debate the various factors and dangers to consider when developing a withdrawal strategy, as well as the need for a comprehensive financial plan. https://www.marketwatch.com/story/the-4-rule-for-retirement-spending-is-now-the-4-7- rule-91499af 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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Bull and Bear cases for the markets
10/30/2023
Bull and Bear cases for the markets
Chris Boyd and Jeff Perry welcome Chief Investment Officer Brian Regan for a review of a recent Asset Management Resources webinar on the markets and the economy. Brian reviews the year to date returns for various stock and bond benchmarks. When discussing the 10-year Treasury, Brian reflects on the rate at which the prices have fallen. Chris extends the discussion on the flattening of the yield curve and discusses whether it is a positive or negative economic indicator. Brian lays out the Bull and Bear cases for the markets. Jeff raises the question to Chris whether the recent geo-political issues are worrying investors and the markets. The episode concludes with a reminder that the recent webinar can be viewed at the link below: 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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Budget Deadline and a new speaker; what is happening
10/27/2023
Budget Deadline and a new speaker; what is happening
Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the political headwinds, the conversation flows to the challenges that Congress is facing with the looming November 17 th budget deadline. Other issues discussed are President Biden’s proposal for aid to Israel and Ukraine. This dialogue naturally flows to the growing concerns of the 33 trillion dollars of national debt and how it ultimately will have broader consequences to spending and taxation. 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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Market update; Interest Rates, Unemployment, and other economic data
10/27/2023
Market update; Interest Rates, Unemployment, and other economic data
Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross Domestic Product (GDP) report. The conversation develops into a broad range of economic measurements, including interest rates, unemployment data and corporate earnings. Brian provides commentary on several recent corporate earnings reports, such as Google, Microsoft, and Amazon. For more information about the efforts of the Cape and Islands United Way, click the link below: 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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Mental Wellness and Housing; Mark Skala, Cape and Islands United Way
10/23/2023
Mental Wellness and Housing; Mark Skala, Cape and Islands United Way
Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants and assistance that the United Way offers focusing on assisting organizations who provide respite services to those providing care to individuals suffering from Alzheimer’s disease. The conversation continues to the growing migrant crisis that Cape Cod is facing and the specific challenges that the migrant children are facing. For more information about the efforts of the Cape and Islands United Way, click the link below: 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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Roth IRA or HSA; Making the right choice
10/21/2023
Roth IRA or HSA; Making the right choice
Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments on how a Durable Power of Attorney works and when it is appropriate to have one in place. Scott next answers a question on how to choose a qualified Financial Planner as Jeff suggests three key questions to ask anyone in the financial services industry. The segment concludes with a lively analysis of how best to approach a withdrawal plan for your retirement assets. 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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Divorcing after 50
10/20/2023
Divorcing after 50
Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-life advice when confronting a pending separation. During the conversation Jeff and Scott reference a recent article published at Yahoo Finance, which outlines 13 common mistakes made when older couples divorce. This article can be reviewed at the link below: 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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Economy and Market Update; Geo-Politics, AI, Student Loan Repayment
10/19/2023
Economy and Market Update; Geo-Politics, AI, Student Loan Repayment
Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed commentary concerning how geo-politics is impacting the stock and the bond market. While Jeff and Brian focus on the recent attack on Israel, the pair also discuss the Russian invasion of Ukraine and the related impacts to China and the United States. The segment concludes with a brief description of the other webinar subjects of Artificial Intelligence and student loan repayment. 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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Are you really retired?
10/16/2023
Are you really retired?
Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce. The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financial need. The pair also discussed the positive impacts of boosting social security benefits, delaying retirement funds withdrawal, having a purpose in society and the social connections made while working part-time. Chris Boyd reminded listeners to check out their recent Retirement Red Zone webinar which can be found at 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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Rising National Debt and Budget Deficits; Higher potential Bond rates
10/13/2023
Rising National Debt and Budget Deficits; Higher potential Bond rates
Asset Management Resources Chartered Financial Analyst Brian Regan joins guest host Jeff Perry for an informative and timely discussion about how the bond market is impacting the stock market. The conversation starts with a review of the inversion of the yield curve and additional commentary by Brian on the recent movements of the 10-year treasury note. Jeff seeks Brian’s expert opinion regarding the likelihood of a recession in the near future. With a rising national debt and budget deficits, Brian and Jeff discuss the possibility of the United States Treasury potential need to pay higher rates on bonds to attract an adequate level of buyers to service our debt. 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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