Something More with Chris Boyd

Mail Bag with Brian Regan – Senior Portfolio Manager Brian Regan joins Jeff Perry and Russ Ball to answer client questions. The episode begins with Brian responding to a 70-year-old client who has ap…

The Future of You – Co-founders of “The Future of You” Nan Ives and Lisa Stornaielo join Jeff Perry and Russ Ball for a non-financial planning discussion focusing on how someone in retirement should …

Lessons from clients – Chris Boyd, Jeff Perry, and Russ Ball review a variety of commonly discussed client financial planning issues. With the rise of stock prices in companies such as Nvidia, some i…

Year-end tax planning – With the end of the calendar year fast approaching, Chris Boyd, Jeff Perry, and Russ Ball discuss strategic tax planning topics. Topics covered include, RMDs, charitable givin…

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 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 us…

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! To…

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 wit…

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. Ch…

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,…

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. Co…

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 co…

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 conversa…

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 S…

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 wo…

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 …

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 c…

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…

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 …