Chris and the AMR team discuss challenges the holiday season can bring to one’s financial picture, the use of credit compared to cash purchases, and how saving and budget planning can positively impact your holiday spending habits. Do you own a pet or are you considering adding one to your family? The AMR team discusses the cost of pet ownership beyond initial pet purchase, digging into pet insurance and how budgeting for routine pet expenses can benefit your financial circumstance. 

Something More with Chris Boyd Show Podcasts

Holiday Budgeting; Cost of Owning a Pet

Chris Boyd and Brian Regan review Q3 portfolios, and Q4 market conditions and portfolio designs. They discuss influences of COVID-19, inflation and growth, equity allocation, and fixed income allocation.

AMR Qtrly. Economic & Market Update

Chris is joined by Cathi Ingersoll and Jeff Perry as they look into the top ways to become a millionaire and the richest people in America.

Ways to Become a Millionaire, Richest People in the U.S.

Chris and the AMR team is joined by Bruce Monrad of Northeast Investor's Trust to discuss portfolio management strategies, the Fed, high-yield bonds, and and many other financial topics. 

Bruce Monrad, Northeast Investor's Trust

Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an  impact on their finances: What are they more worried about? What impact has the pandemic had on their retirement? What are their financial goals for the next year? Jeff discusses the upcoming Something More Mentoring Program and seminar “Financial Impacts of Proposed Policy Changes from Washington, D.C.”. Register at 508-771-8900 or email clientservices@AMRfinancial.com.

How has the Pandemic Affected Retirement?

Did you forget about a 401(k) that you established with a prior employer? It’s best to take care of the 401(k) within a year of leaving the company. Options include rolling the funds over into an IRA (preferred) or to the new employer’s retirement plan. AMR is offering a complimentary financial review of your 401(k) – with consultation on where to place the funds and how to diverse your investment. Call Scott Birmingham at 866-771-8901 to schedule your complimentary 401(k) review or visit us at https://amrfinancial.com/401k-complimentary-consultation/ to learn more.

What to do with your 401(k)

Nicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home modification assistance, and financial assistance to veterans, military members, and their families. Kristen Boyd and Sarah Daley are Co-Chairs of the “Stronger Together” 12th Annual Heroes in Transition Fall Gala. The gala will be held on Saturday, November 6th at the Seacrest Resort in Falmouth, MA to raise funds in support of the troops. Tickets may be purchased at heroesintransition.org, which include a buffet dinner, speakers, and a live auction.  

Cape Cod - Heroes In Transition Fall Gala

AMR discusses the Business Insider article “Men over 45 who identify as having 'excellent investment experience' are more likely to panic sell during a market downturn, MIT study finds.” and risk profiles. Brian reviews things to consider in the market: Covid, savings, wages, real estate, S&P 500, SPACS, inflation, durable goods, Evergrande, and the debt ceiling.

Risk Profiles, Market Drivers

Jeff Perry discusses the recent events concerning Chinese company Evergrande with Brian Regan.  Jeff Tomaneng and Scott Birmingham join to answer listener questions from the Mailbag.

Analyzing Evergrande and Mailbag Questions

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make.  Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth conversions.

Fall Financial Moves to Make

Chris and Brian review the scorecard that AMR developed to help those interested in ESG (Environmental Social Governance) investing. It ranks companies based on their cost, performance, and degree to which they have eliminated various “sin” products. Communication and goal setting is critical for couples when it comes to financial planning as individuals have different beliefs and habits about how to handle money. Prenups are becoming increasingly popular, especially for couples entering a second marriage. Gifting appreciated stock as a Qualified Charitable Distribution may be better served than selling it, taking the capital gains hit, and then donating it. AMR talks about Qualified Charitable Distributions and Donor Advised Funds.  

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

Chris and Jeff Perry discuss the House Tax Proposal and how it could affect personal finances, they cover – personal income, corporate income, capital gains, estates and gifts, cryptocurrency, and electric vehicle purchases. They also discuss Social Security. The good news is that the cost-of-living increase (COLA) for Social Security is expected to be 6.2% in 2021. The bad news is if nothing changes to Social Security there could be a significant decrease to benefits in 2034.

House Tax Proposal; Social Security

Chris and Scott think back to their own experiences witnessing the 911 attacks. Scott fills us in on some recent developments in the Nashville market. 

911 Remembrance and Nashville News

Chris and Brian share financial metrics in 2001 as compared to today, including the Federal Budget, the US GDP, the S&P 500, the Dow Jones, and housing prices. Chris and Jeff discuss new government programs implemented since 911, including Homeland Security, ICE, the Patriot Act, and more.

Financial and Government Changes Since 911

Chris welcomes Mark Skala, CEO of Cape and Islands United Way and Dorothy Savarese, Chair and CEO of Cape Cod Five. This year’s Power of the Purse event, hosted by Women United, will be held on September 22nd. Dorothy is this year’s recipient of the Women of Impact award and will be honored at the event. Proceeds from the Power of the Purse are directed to programs encouraging self-sufficiency for women.

Dorothy Savarese, Chair and CEO, Cape Cod 5; Mark Skala, CEO, Cape and Islands United Way

Something More with Chris Boyd is Cape Cod's finanical talk show, airing Saturday's at 3pm on WXTK, 95.1 FM. The show covers a wide variety of finanical topics with the goal of educating and entertaining.

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Something More with Chris Boyd Show Podcasts

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