Something More with Chris Boyd

Following up a recent episode, Chris Boyd and Jeff Perry return to a conversation of using a Retirement Checklist as you enter or are in retirement.  This week Chris and Jeff go over:

Chris Boyd and Jeff Perry discuss how long you live as a major consideration when it comes to developing a solid financial plan.  The pair starts off with a discussion of the different feelings and e…

In this episode Chris Boyd digs into ways you may be able to reduce this year’s income tax burden.  Chris refers to a recent article in Barrons (link provided below) and starts off the conversation w…

In this segment, Chris Boyd and Jeff Perry review the past week’s financial data including reports on the Consumer Price Index, Core Personal Consumption Expenditures, Producer Price Index, Retail Sa…

In this episode, Chris Boyd and Jeff Perry explore the recent decision of the Biden administration to use “March-In” rights and assert its authority to seize the patents held by pharmaceutical compan…

7How do you view Risk as you grow older? Chris Boyd and Jeff Perry dig into the issues of risk tolerance and asset allocation in this segment. The pair gives non-financial examples of how our toleran…

Barbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to…

Need a Retirement Checklist? In this segment, Chris Boyd and Jeff Perry review a recent article from Kiplinger’s Magazine, “Ten years before you retire is a good time to start preparing so you're in …

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 busin…

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 a…

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. C…

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 Si…

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 es…

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 …

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 c…

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 s…

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 …

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 abou…

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 …