Something More with Chris Boyd

By J. Christopher Boyd

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Episodes: 582

Description

Something More with Chris Boyd is Cape Cod's financial podcast. The show covers a wide variety of financial topics with the goal of educating and entertaining.

Episode Date
When is it safe to share your social security number?
Oct 28, 2026
Higher Rates, Inflation, and the Changing Role of Bonds
Oct 23, 2026
Estate Planning Is for Everyone: Wills, Trusts, and the Decisions That Matter
Oct 21, 2026
Is the Stock Market Expensive? A Better Way to Measure Value
Oct 07, 2026
Inheriting a Home or IRA? What to Consider Before You Act
Sep 27, 2026
A Job in Retirement: Purpose Beyond the Paycheck
Sep 22, 2026
AI Doomsday or Sensible Caution? What Investors Should Really Be Thinking About
Sep 16, 2026
Football and Finance: Making the Most of Your Earning Window
Sep 11, 2026
Clean Up Your Financial Junk Drawer: 5 Ways to Simplify Your Financial Life
Sep 08, 2026
Don't Just Do Something, Sit There! Navigating Financial Decisions During Life's Hardest Moments
Sep 02, 2026
The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs​
Aug 25, 2026
AI, Inflation, and the Market Outlook for the Rest of the Year
Aug 20, 2026
How much Cash is King?
Aug 12, 2026
Why Not Now? RMDs, Beneficiaries, and the Mid-Year Planning Checkup
Aug 05, 2026
Navigating Long-Term Care: Insurance Challenges, Hybrid Solutions, and Planning Ahead
Jul 28, 2026
There's No "Never" in Retirement Planning
Jul 21, 2026
AI Boom or Bubble? Navigating Risk, Opportunity, and Concentrated Stock Positions
Jul 16, 2026
Markets, Oil, and AI: What's Really Driving the Second Half?
Jul 09, 2026
Leadership Matters; sometimes more than investors realize
Apr 28, 2026
When Power of Attorney Isn't Enough: Real‑World Estate Challenges
Apr 22, 2026
Planning for the phone call that changes everything: Financial caregiving for aging parents
Apr 14, 2026
Are You Making These Retirement and College Savings Mistakes?
Apr 07, 2026
Should You Sell When Markets Go Down? Smart Decisions in Volatile Times
Mar 31, 2026
How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)
Mar 24, 2026
What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies
Mar 17, 2026
Turbulent Times: Markets, Oil, Inflation, and the Yield Curve
Mar 11, 2026
When Conflict Hits the Headlines: How Investors Can Stay Steady
Mar 02, 2026
Diving Deep on Social Security decisions with Marsha Mantell (part two)
Feb 24, 2026
What's in the Mailbag? Real Questions, Smart Financial Decisions
Feb 18, 2026
Social Security – Lightly Toasted, Not Burnt with Marsha Mantell
Feb 11, 2026
Mortgage Matters: Rates, Refinancing, and Smart Strategies for Today's Market
Feb 03, 2026
AI, Interest Rates, and the Road Ahead
Jan 29, 2026
AI vs. The Human Financial Planner:
Jan 28, 2026
Portfolio Positioning for 2026: Lessons, Risks, and Opportunities
Jan 21, 2026
Retire Overseas: Cost, Culture, and Considerations
Jan 12, 2026
Maximize Your Money in 2026: Retirement, Taxes & More
Jan 09, 2026
New Year, New Goals: Is it Time for a Second Opinion on Your Plan?
Jan 02, 2026
2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
Dec 29, 2025
Doctors do no harm: Navigating Wealth Management for Medical Professionals
Dec 26, 2025
Media Power Plays & Market Signals: Warner Bros Deal + In the News
Dec 22, 2025
Rebalancing for the Future: Why Your Portfolio Needs Attention Now
Dec 19, 2025
Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends
Dec 15, 2025
Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill
Dec 12, 2025
Stress Less, Live More: A Blueprint for a Fulfilling Retirement
Dec 08, 2025
Financial Planning or Product Pitch? How to Spot the Difference!
Dec 05, 2025
The Season of Giving: Charitable Strategies and Tax Tips for Year-End
Dec 02, 2025
Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel
Nov 28, 2025
Planning for Long-Term Care: Costs, Risks & Smart Strategies
Nov 24, 2025
Markets, Fears & AI: What's Driving Today's Rally?
Nov 21, 2025
Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls
Nov 17, 2025
"K" Shaped Economy: Market Momentum vs. Economic Headwinds
Nov 14, 2025
Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility
Nov 10, 2025
Market Crashes, AI, and Risk Management: A lot has changed since 1929
Nov 07, 2025
Smart Moves Before Year-End: Tax Strategies for Retirees & Investors
Nov 03, 2025
Markets, Shutdowns, Trumps trip to Asia
Oct 31, 2025
Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud
Oct 27, 2025
Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim
Oct 24, 2025
Compelling Reasons you Need a Financial Advisor
Oct 20, 2025
Touching the Third Rail of Politics - 7 ways to save Social Security
Oct 17, 2025
Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies
Oct 13, 2025
Tariffs, Tech & Turbulence: Navigating Q4 with Confidence
Oct 10, 2025
Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert
Oct 06, 2025
Who You Gonna Call? ... Not Ghostbusters
Oct 03, 2025
Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes
Sep 29, 2025
From Pensions to Long-Term Care: Insurance Planning That Works
Sep 26, 2025
The 0.01% Rule and Why Upward Mobility Feels Out of Reach
Sep 22, 2025
From Highs to Headwinds: Navigating the Economy's Crosscurrents
Sep 19, 2025
Digital Wrangling: Securing Your Online Legacy
Sep 15, 2025
In the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power
Sep 12, 2025
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Sep 08, 2025
Maximize Your Match: Celebrating National 401(K) Day
Sep 05, 2025
Peace of Mind: Navigating Healthcare As You Age
Sep 01, 2025
Gold Fever: Myths, Memories, and Market Reality
Aug 29, 2025
Love, Legacy & Liquidity: How to Protect Your Wealth and Your Relationships
Aug 25, 2025
Fed Under Fire: Politics, Powell, and the Future of Monetary Policy
Aug 22, 2025
5 Questions to Answer Before Retiring Early
Aug 18, 2025
Alternative Assets in Retirement Plans: Good or Bad Idea?
Aug 15, 2025
Boomers, Benefits & the Budget: What's Next for Social Security?
Aug 11, 2025
Taxes, Tech & Tangents
Aug 08, 2025
Long-term Care Insurance: One size does not fit all
Aug 04, 2025
Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning
Aug 01, 2025
Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make
Jul 28, 2025
Memories Over Money: A New Take on Wealth Transfer
Jul 25, 2025
When to Buy Municipal Bonds
Jul 21, 2025
OBBB Is Law, So What's In It?
Jul 14, 2025
Brian Regan is Focused on the 2nd Half
Jul 11, 2025
Taxes, Timing, and Total Wealth – A Holistic Approach
Jul 07, 2025
2025 At The Half – A Mid-Year Market Check-In
Jul 03, 2025
The Purpose Code
Jun 30, 2025
Climbing the Wall of Worry
Jun 27, 2025
Time to open the Mailbag; RMD's
Jun 23, 2025
IRA Age Milestones
Jun 20, 2025
Things to consider before buying a second home
Jun 16, 2025
Targets of Fraud
Jun 13, 2025
Best Books?
Jun 09, 2025
5 Biggest Stealth Retirement Costs
Jun 06, 2025
Don't Assume
Jun 02, 2025
One Big Beautiful Bill
May 30, 2025
Navigating Economic Waves: A Portfolio Strategy
May 26, 2025
IRA Beneficiaries: Who Inherits What and When?
May 23, 2025
Mail Bag; Expenses in retirement, caring for your estate, 49 and no retirement savings
May 19, 2025
College Planning
May 16, 2025
BUFFETT!
May 12, 2025
Yellin & the News
May 09, 2025
Raising a financially literate child
May 05, 2025
Annual reviews and why you need one
May 02, 2025
Mr. Market is both charming and bipolar
Apr 28, 2025
Federal Employees: Retirement & Layoffs
Apr 25, 2025
What's the Buzz? Recent Lessons
Apr 21, 2025
Do I need to know about NUAs?
Apr 18, 2025
GO SOMEWHERE - Colin Stroud
Apr 14, 2025
What A Week! So, Is It Over?
Apr 11, 2025
Tariffs and how they relate to an estate planning checkup
Apr 07, 2025
New Trump Tariffs and the Stock Market
Apr 04, 2025
What to do when a parent dies?
Mar 31, 2025
Recession?
Mar 28, 2025
Social Security: To start or not to start, that is the question
Mar 24, 2025
Donor Advised Funds
Mar 21, 2025
5 signs it is time to retire
Mar 17, 2025
It has been 5 years
Mar 14, 2025
Tax Time
Mar 10, 2025
Markets and Tariffs
Mar 07, 2025
Navigating aging care with Back Nine Nurses
Mar 03, 2025
Married Women Need to Pay Attention
Feb 28, 2025
Is 80% enough?
Feb 24, 2025
Family Planning – not what you are probably thinking?
Feb 21, 2025
Challenges to an early retirement
Feb 17, 2025
Fires - Are You Properly Covered?
Feb 14, 2025
How much can I take?
Feb 10, 2025
Free Yourself
Feb 07, 2025
What's new for Social Security in 2025?
Feb 03, 2025
To convert or not…that is the question
Jan 31, 2025
Will your wishes be followed
Jan 27, 2025
Navigating life's milestones
Jan 24, 2025
Trump's Taxes, Tariffs, Immigration & the Market
Jan 20, 2025
Dogs of the Dow
Jan 17, 2025
Want to Buy or Sell a Business?
Jan 13, 2025
Social Security Fairness
Jan 07, 2025
The rise of the ETF
Jan 06, 2025
A New Year
Jan 03, 2025
Do you have a Goal?
Dec 30, 2024
Annual Reviews/Know Your Numbers
Dec 27, 2024
Don't go broke in retirement
Dec 23, 2024
Not never, but be cautious
Dec 20, 2024
Retirement Income Strategies for the Long Haul
Dec 16, 2024
Elevate & Empower
Dec 13, 2024
Unpacking Social Security & Government Pensions
Dec 09, 2024
Bulls, Bears, and Pigs
Dec 06, 2024
Beware of Frauds and Scams
Dec 02, 2024
Small Business Saturday and Giving Tuesday
Nov 29, 2024
Mail Bag with Brian Regan; pros and cons of concentration
Nov 25, 2024
The Future of You
Nov 22, 2024
Lessons from Clients
Nov 18, 2024
Year-end tax planning
Nov 15, 2024
Where are Mortgage Rates headed?
Nov 11, 2024
The Case for International Investing with Nick Paul, MFS
Nov 08, 2024
Meaning of Money
Nov 04, 2024
RMD's and things to remember
Nov 01, 2024
Election and Investing
Oct 28, 2024
Retirement Confidence
Oct 25, 2024
End of Year Planning
Oct 21, 2024
College Planning – Part 2
Oct 18, 2024
College Planning – Part 1
Oct 14, 2024
The Survey Says; Retirement Lifestyle Study
Oct 11, 2024
Does China care about our elections?
Oct 07, 2024
Critical Financial Steps to Take Before You Retire
Oct 04, 2024
Why Investors Missed Out on 15%
Sep 30, 2024
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets
Sep 27, 2024
The Fed, Interest Rates, and the Market
Sep 23, 2024
Planning Retirement Income
Sep 20, 2024
What's moving the markets now?
Sep 16, 2024
Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan
Sep 13, 2024
Aging Plans with Annalee Kruger
Sep 09, 2024
International Day of Charity
Sep 05, 2024
Alphabet Soup
Sep 02, 2024
Take a moment, step back, and ask how do I want to be remembered?
Aug 30, 2024
Why we ask the questions we ask
Aug 26, 2024
Estate Planning
Aug 23, 2024
Is Money the Main Concern of Retirement?
Aug 19, 2024
Planning for College-Cozy Whitman
Aug 16, 2024
New RMD Rules are here
Aug 12, 2024
So Much in the News- Should investors worry?
Aug 09, 2024
Chris & Brian review the outlook for risk and opportunities
Aug 05, 2024
Social Security ins and outs Part 2 with Marcia Mantell
Aug 02, 2024
ERISA and Medicare with Marcia Mantell
Jul 29, 2024
Investment Fallacies
Jul 26, 2024
How likely are you to need Long-Term Care?
Jul 22, 2024
Which of these things doesn't belong
Jul 19, 2024
Including family in your financial planning
Jul 15, 2024
Inflation falling, markets rising
Jul 12, 2024
Lessons from the Morningstar Investor Conference
Jul 08, 2024
First half review of the markets for 2024
Jul 05, 2024
Misconceptions about your Money
Jul 01, 2024
Retirement: Income & Taxes
Jun 28, 2024
Gary Quinzel on Markets, Economy, and Election
Jun 24, 2024
Behavioral Wealth and Personal Finance
Jun 21, 2024
Pensions
Jun 17, 2024
Is Inflation Easing?
Jun 14, 2024
Scams and Schemes with Bob Powell
Jun 10, 2024
"R" or "D" who is better for your portfolio?
Jun 07, 2024
The work-from-home stocks
May 31, 2024
Feelings vs. Facts
May 31, 2024
Duffy Health Center Update
May 27, 2024
Memorial Day Weekend and In the News
May 27, 2024
What is it worth? The Value of an advisor
May 24, 2024
Best Night - Cape Cod
May 24, 2024
8 Ways to become poor in your Retirement
May 20, 2024
Cape Cod Housing Challenges
May 20, 2024
What is the economic data telling us?
May 17, 2024
Should you worry about a declining birth rate?
May 17, 2024
Earnings and what really matters
May 13, 2024
5 Conversations with your Financial Advisor
May 13, 2024
The Retirement Smile
May 10, 2024
Mail Bag- Still working exception to 401Ks
May 10, 2024
AI and the Human Element of Marketing
May 06, 2024
17th Anniversary & Changing Times
May 06, 2024
Investors who are more like Gamblers
May 03, 2024
In the News this Week
May 03, 2024
In the News this week
Apr 29, 2024
Wrap up - Stop Sabotaging Your Retirement Plans
Apr 29, 2024
Financial Literacy
Apr 26, 2024
Special Needs Planning
Apr 26, 2024
Stop Sabotaging Your Retirement Plans
Apr 22, 2024
What's my Number?
Apr 22, 2024
Level 5 - Abundance
Apr 19, 2024
Looking Back/Looking Forward
Apr 19, 2024
Should we worry about the dollar? Mailbag Questions
Apr 15, 2024
Market Observations/First Quarter- How are you looking?
Apr 15, 2024
In the News
Apr 12, 2024
Level 4 - Freedom
Apr 12, 2024
Mail Bag- Whole life insurance policy for college expenses
Apr 08, 2024
Level 3 - Security
Apr 05, 2024
Tax Day is upon us
Apr 05, 2024
The Survey Says
Apr 01, 2024
Paper Soldiers
Apr 01, 2024
Retirement Planning for Women
Mar 29, 2024
Level 2 - Strategy
Mar 29, 2024
The 5 Levels of Wealth
Mar 25, 2024
In the News
Mar 25, 2024
The Big 3 Risks to your Retirement
Mar 22, 2024
1,000!
Mar 22, 2024
More Rules of Thumb
Mar 18, 2024
What if you don't need your RMD?
Mar 18, 2024
Picking up the Pieces
Mar 15, 2024
In the News
Mar 15, 2024
Rules of Thumb
Mar 11, 2024
In the News
Mar 11, 2024
Tax Guide Offer
Mar 08, 2024
What Warren Buffet says
Mar 04, 2024
Are Interest Rates high or does it just feel like it?
Mar 04, 2024
Family Finances in 2024
Mar 01, 2024
Tax Talk 2024
Mar 01, 2024
Debt & Deficits
Feb 26, 2024
Do Financial Advisors Really Improve Retirement Readiness?
Feb 23, 2024
Government shut down
Feb 23, 2024
Mailbag Questions-Timeshare Beware
Feb 19, 2024
5 Worst things that harm your retirement plan
Feb 19, 2024
MailBag Questions- Illiquid Investments
Feb 16, 2024
Family Meetings
Feb 16, 2024
Valentine's Day and Healthy Marital Finances
Feb 12, 2024
"Live Long, Die Short"
Feb 09, 2024
In the news this week
Feb 09, 2024
Should you consider downsizing in retirement?
Feb 05, 2024
State Street Global Advisors- Survey Says
Feb 05, 2024
In the Financial News this week
Feb 02, 2024
What is moving the Market
Feb 02, 2024
Having Debt in Retirement?
Jan 29, 2024
The Magnificent 7! (not the movie)
Jan 29, 2024
In the News
Jan 26, 2024
What about Diversification for your $39B fund Mr. Gates?
Jan 26, 2024
Income Tax Dates and Planning
Jan 22, 2024
Long-Term Care Expenses
Jan 22, 2024
Investing in an Election Year
Jan 19, 2024
Bitcoin ETFs
Jan 19, 2024
Portfolio Concerns and Market Trends
Jan 15, 2024
Smart Money Moves and Practical Saving Tips
Jan 15, 2024
Wealth Enhancement Group's Client-Centric Approach
Jan 12, 2024
New Year's Financial Resolutions and Portfolio Review
Jan 12, 2024
Avoiding mistakes in retirement financial planning
Jan 08, 2024
2024 Market Outlook
Jan 08, 2024
$1M does not go as far as it used to
Jan 05, 2024
Market Trends, Inflation, Global Events, and More #YearInReview
Jan 05, 2024
New Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & Team
Jan 01, 2024
New Year, New You: Mastering Goals
Jan 01, 2024
New Year, New Finances
Dec 30, 2023
A Money Makeover; Chris Boyd's Portfolio Review
Dec 29, 2023
Santa Claus Rally?
Dec 25, 2023
Reflecting on Christmas
Dec 25, 2023
Lessons from people who hate retirement
Dec 22, 2023
Market Review and update
Dec 22, 2023
Something many people don't want to discuss
Dec 18, 2023
Retirement Checklist – Part 2
Dec 18, 2023
Tax Season is right around the corner
Dec 15, 2023
Data - Data – Data
Dec 15, 2023
Risk Across Generations: A Financial Perspective
Dec 11, 2023
Navigating Presidential Powers: From Patents to Politics
Dec 11, 2023
American Red Cross: Strengthening Communities and Saving Lives
Dec 08, 2023
Retirement Ready: The 10-Year Checklist
Dec 08, 2023
Remembering Charlie Munger: Lessons from a Wise Investor
Dec 04, 2023
Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg
Dec 04, 2023
Navigating the New Rules: Inheriting an IRA After Secure Act 2.0
Dec 02, 2023
Navigating the US-China Relationship: Insights with Attorney Andrew Singer
Dec 01, 2023
Mastering Investment Portfolio Construction with Brian Regan
Nov 27, 2023
Estate Planning Essentials: Mistakes to Avoid and Family Involvement
Nov 27, 2023
Holiday Shopping, Giving, and Financial Planning
Nov 24, 2023
Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement
Nov 24, 2023
Economic Insights: Inflation Trends, Employment Data, and the Global Landscape
Nov 20, 2023
Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving
Nov 20, 2023
Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones
Nov 17, 2023
Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers
Nov 17, 2023
Retirement Readiness: Nest Eggs & Navigating Risks
Nov 13, 2023
Massachusetts Tax Law Updates: Year-End Financial Strategies
Nov 13, 2023
Saluting Service: Veteran Insights with John Alexander on Veterans Day
Nov 10, 2023
What to watch and what to ignore-"Washington Wise" host Michael Townsend
Nov 10, 2023
New factoring into stock and bond markets
Nov 06, 2023
End of the year; time to Optimize
Nov 06, 2023
The Cost of Long-Term Care
Nov 03, 2023
Changes to Mass Estate Tax Laws
Nov 03, 2023
Budget Deadline and a new speaker; what is happening
Oct 27, 2023
Market update; Interest Rates, Unemployment, and other economic data
Oct 27, 2023
Mental Wellness and Housing; Mark Skala, Cape and Islands United Way
Oct 23, 2023
Roth IRA or HSA; Making the right choice
Oct 21, 2023
Divorcing after 50
Oct 20, 2023
Economy and Market Update; Geo-Politics, AI, Student Loan Repayment
Oct 19, 2023
Are you really retired?
Oct 16, 2023
Financial Infidelity
Oct 13, 2023
Rising National Debt and Budget Deficits; Higher potential Bond rates
Oct 13, 2023
Oil production with geo-political events
Oct 12, 2023
Semi-Retired Kind of Life
Oct 08, 2023
Living with Alzheimers
Oct 06, 2023
Hey Boomers-you need a plan!
Oct 06, 2023
Credit Cycles Decoded: Investing Smart in High-Interest Times
Oct 02, 2023
Four Threats to the Distribution Phase of Retirement
Sep 29, 2023
On the Brink- The Government Shutdown & Debate
Sep 28, 2023
Economic Ebb & Flow: Decoding GDP, Stocks, and Shopping Shifts
Sep 28, 2023
First in Massachusetts; MV Savings Bank with James Anthony
Sep 28, 2023
The New Fed Budget; What does it mean?
Sep 27, 2023
Retirement with the Jeff's
Sep 26, 2023
Retirement Red Zone with Scott Birmingham
Sep 25, 2023
Bridges and Housing- Cape Cod Special Edition featuring Paul Nedzwicki CC Chamber
Sep 19, 2023
Are you ready for retirement?
Sep 18, 2023
Decoding College Financial Planning
Sep 15, 2023
College Visits; What to ask?
Sep 15, 2023
Fear, Conspiracy & Navigating Alternative Investments
Sep 14, 2023
Treasury Bonds & Housing; Where are we?
Sep 13, 2023
Navigating Market Volatility
Sep 12, 2023
Trusts and Divorce with Keats
Sep 11, 2023
Are You in the 10%? Breaking Down Income Brackets and Where We Stand
Sep 07, 2023
Cape & Veteran's Outreach Center
Sep 06, 2023
Stretching Wealth in the Age of Longevity: Planning for a Century and Beyond
Sep 05, 2023
Market Update-Jobs?Inflation?
Sep 04, 2023
Investing on Artificial Intelligence
Aug 31, 2023
Are You Ready for the Retirement Red Zone?
Aug 29, 2023
Will AI save us or hurt us? Maybe a bit of both?
Aug 24, 2023
What did you think of the Republican presidential primary debate?
Aug 24, 2023
Cape Cod Special - Heroes in Transition Gala "Legacy of Love"
Aug 24, 2023
What's My Magic Retirement Number?
Aug 23, 2023
I'm Getting Divorced - Now What?
Aug 22, 2023
Are You Thinking About Retiring Early?
Aug 17, 2023
What Does Your Property & Casualty and Life Insurance Cover?
Aug 16, 2023
If You're Thinking About A Divorce...
Aug 15, 2023
Using Debt Intelligently - Is There Such a Thing?
Aug 14, 2023
College - Investing in the Future for College & What if your Financial Plan Doesn't Work?
Aug 14, 2023
CAPE COD EPISODE - Frank Frederickson, Govt. Affairs Director for the MA Fraternal Order of Police
Aug 10, 2023
What does fundamental analysis mean in measuring a given stock or the market?
Aug 09, 2023
Do You Have Control Over Your Finances?
Aug 08, 2023
How often should I review projections for my long-term financial plan?
Aug 07, 2023
Are you getting the most out of your financial advisor?
Aug 02, 2023
Positioning The Investment Portfolio - What Do We See Going Forward
Aug 01, 2023
Jeffrey Kleintop on the Global Economy - Opportunities & Risks
Jul 31, 2023
What To Do If You Win the Lottery
Jul 24, 2023
Medicare - Things to Know When Planning for Retirement
Jul 22, 2023
Cape Cod Baseball League and Falmouth Commodores Celebrate 100 Years
Jul 20, 2023
Is Money Causing You Stress?
Jul 19, 2023
Top Retirement Planning Mistakes
Jul 18, 2023
Retirement is an Outdated Concept
Jul 13, 2023
Don't Be Fooled By These Common Money Myths
Jul 13, 2023
What Does Your Homeowner's Insurance Cover?
Jul 06, 2023
What...another IRS scam?
Jul 06, 2023
Don't let personal biases drive investment decisions
Jul 06, 2023
So Where's the Recession?
Jul 05, 2023
Converting a 401(k) to IRA; What Money Matters Cause Marital Strife
Jul 03, 2023
Don't Make These Retirement Mistakes
Jun 28, 2023
Having the Crypto Convo with Ric Edelman
Jun 22, 2023
Do you have basic estate planning documents in place?
Jun 21, 2023
When do you need life insurance?
Jun 20, 2023
Super Concentrated Stock Market ; Father's Day Advice
Jun 18, 2023
Robert Powell, award-winning retirement planning journalist
Jun 14, 2023
Jeff Tomaneng, CFP®, Asian-American Voices in Financial Planning; Market Downturns; Republican Presidential Candidates
Jun 13, 2023
Scott Birmingham, Retirement Readiness Survey; Chris & Jeff, SEC Targets Crypto
Jun 13, 2023
Cape Cod Edition: Kristen Mitchell-Hughes, Cape Cod Chamber; Mark Skala, Cape & Islands United Way
Jun 12, 2023
Social Security poll; Withdrawing from retirement accounts for cashflow needs
Jun 07, 2023
Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops
May 29, 2023
Market performance & bias; lessons learned - allocation
May 24, 2023
David Walker, Former Comptroller General of the United States
May 23, 2023
Debt Ceiling; Financial Literacy; Social Security Reform
May 22, 2023
HerMoney's Jean Chatzky; Personal Finance
May 15, 2023
Mother's Day; Lessons Learned from Mom
May 14, 2023
Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race
May 09, 2023
Cost to Retire Comfortably; Importance of Local Elections; AMR Update
May 01, 2023
Social Security/Medicare (Part 2)
Apr 26, 2023
Climate Change; Risk Management; Credit Lending Measures; What Happens When a Bank/Firm Fails?
Mar 27, 2023
Recent Bank Failures, Market Response, CPI/Fed Expectations
Mar 20, 2023
Market Conditions/Economy; Social Security & Medicare Reform
Mar 13, 2023
Boston (band) Bassist Tracy Ferrie; Portfolio Positioning & More
Mar 08, 2023
SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?
Mar 06, 2023
Geopolitics & Markets; Investment Ratios; Preparing for Retirement
Mar 01, 2023
Incomes and Costs of Living; Cashflow Planning
Feb 13, 2023
2022 Analysis; 2023 Outlook; Investing/Financial Planning
Jan 23, 2023
The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions
Dec 21, 2022
Veterans Day with Cape & Islands Veterans Outreach Center
Nov 09, 2022
Long-term Care Planning
Oct 31, 2022
Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation
Sep 14, 2022
Cape Cod's July 4th - CC Chamber of Commerce
Jul 02, 2022
Economic/Market Outlook; Memorial Day
May 30, 2022
Current Economy, Stock Market; Political Environments
May 16, 2022
Cape & Islands United Way
Apr 20, 2022
Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC
Apr 06, 2022
Internet Scams; Mistakes when Hiring a Financial Advisor
Feb 21, 2022
Preparing for the Unexpected; Celebrities who got Scammed
Feb 14, 2022
Market Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse
Jan 31, 2022
Complimentary Portfolio Review; Economic & Market Update
Jan 24, 2022
MLK Day, Pondering Financial Success in 2022
Jan 18, 2022
Setting Goals; 2021 Top News Events
Jan 05, 2022
AMR Complimentary Portfolio Review
Jan 03, 2022
Mutual Funds 101; Infrastructure Bill; ESG
Dec 01, 2021
Zillow iBuying Failure
Nov 23, 2021
Cape Symphony with Michael Albaugh
Nov 23, 2021
Estate Planning & Generational Giving with Keats Boyd, J.D.
Nov 22, 2021
Stocks 101; How AMR Advisors Became Certified Financial Planners
Nov 10, 2021
AMR - Mailbag Q&A
Nov 09, 2021
Cape & Islands Veterans Outreach Center
Nov 09, 2021
Planning for Retirement; How AMR Advisors Became Certified Financial Planners
Oct 27, 2021
Holiday Budgeting; Cost of Owning a Pet
Oct 20, 2021
What to do with your 401(k)
Oct 05, 2021
Cape Cod - Heroes In Transition Fall Gala
Oct 05, 2021
911 Remembrance and Nashville News
Sep 15, 2021
Dorian Mintzer, M.S.W., Ph.D. Revolutionize Retirement
Aug 30, 2021
Michael Townsend, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.
Aug 09, 2021
Nicholas Membrillo, Senior Mortgage Lender at Peoples Home Equity in TN
Aug 05, 2021
AMR, 360 Financial Planning
Jul 19, 2021
AMR, Stock Valuations, Real Estate Investments
Jul 07, 2021
AMR, speculative investing, mailbag, Jeff Perry joins AMR
Apr 28, 2021
AMR, How to Create A Paycheck In Retirement
Apr 19, 2021
Jenny Jackson, Coldwell Banker Barnes, Nashville Real Estate Market
Apr 15, 2021
AMR, $2T Infrastructure bill; F. Keats Boyd, Boyd & Boyd, P.C., Infrastructure bill tax impact; Brian, Real Estate Investing
Apr 12, 2021
F. Keats Boyd, III, Law Offices of Boyd & Boyd, P.C., Stay-At-Home Plan for Seniors
Mar 22, 2021
Christian Weller, PhD, UMass Boston McCormack Graduate School of Policy & Global Studies
Jun 22, 2020
AMR financial questions; Attorney Susan Huettner, Divorce & Family Law
Jun 08, 2020
Stephanie Kelly, Exec. Director of Samaritans Cape Cod & Islands; Advice for recent Grads; AMR Mailbag
Jun 03, 2020
Scott Birmingham and Chris, Retirement Readiness
Jun 01, 2020
Kurt Czarnowski, Social Security
Jun 01, 2020
Brian Regan, AMR Portfolio Manager
May 11, 2020
AMR Quarterly Economic & Market Outlook
May 04, 2020
Chris Boyd discusses Active Allocation
Apr 20, 2020
Scott Vandersall, Cape Cod Five; Dan Schwenk, CPA; Chris & Brian, Asset Management Resources
Apr 13, 2020
AMR discusses the CARES Act, current market conditions, and portfolio considerations.
Apr 06, 2020
Matthew Ko, portfolio specialist, Multi-Asset Division, T. Rowe Price
Mar 30, 2020
Chris Boyd - financial consideration in today's environment; Jennifer A Goldman - work at home best practices
Mar 23, 2020
Ruth Provost, Boys & Girls Club of Cape Cod; Gretchen Murphy, Dowling & O'Neil Group
Mar 19, 2020
Chris and Brian - Coronavirus market impact
Mar 16, 2020
March 9, 2020 - AMR Team talk about financial matters
Mar 09, 2020
March 9, 2020 - AMR Team talk about financial matters
Mar 09, 2020
Coronavirus and market impact
Mar 04, 2020
January 22, 2020 - Jeff Perry, Barnstable County Special Sheriff; Taylor White, Sandwich Town Clerk
Feb 26, 2020
AMR - financial news and mail bag questions
Feb 18, 2020
Chris and Brian - Financial News
Feb 10, 2020
Robert Vandy, Advisors Insurance Brokers
Feb 03, 2020
Kristin Boyd, AMR; Sara Hines, Eight Cousins Bookstore; Val Royal, Brewster Bookstore
Jan 29, 2020
January 25, 2020 - Daniel Schwenk, CPA
Jan 27, 2020
January 18, 2020 - Chris Boyd, Brian Regan, Scott BIrmingham; AMR FInancial
Jan 22, 2020
January 11, 2020 - Keats Boyd, Law Offices of Boyd & Boyd, P.C.
Jan 14, 2020
January 4, 2020 - Maryann Murphy; Jessica Riley-Norton, EVOKE Yoga
Jan 08, 2020
December 28, 2019 - Jeffrey Tomaneng, Brad Wright, Kristin Beane - MA FInancial Planners Association
Dec 30, 2019
December 14, 2019 - Craig Mancusi, Rogers Gray
Dec 16, 2019
December 7, 2019 - Dan Smith
Dec 09, 2019
November 30, 2019 - Mike Arone, State Street Global Advisors
Dec 02, 2019
November 16, 2019 - Hilary Green & Jamie Regan
Nov 18, 2019
November 9, 2019 - Veteran's Day Special (Hour 1)
Nov 11, 2019
November 2, 2019 - Jung-Ho Pak and Carol McLeod
Nov 04, 2019
October 26, 2019 - Women's Club of New Seabury
Oct 28, 2019
October 19, 2019 - Will Crocker
Oct 24, 2019
October 19, 2019 - Sheriff Cummings
Oct 23, 2019
October 12, 2019 - Andrew Gottlieb
Oct 15, 2019
October 5, 2019 - Market Review and Outlook
Oct 07, 2019
Saturday, September 21, 2019 - Atty F. Keats Boyd III
Sep 23, 2019
Saturday, September 14, 2019 Chris and the Team from AMR
Sep 16, 2019
Saturday, September 7, 2018 MA-State Treasurer & Receiver General- Deborah B. Goldberg
Sep 09, 2019
Saturday, August 31, 2019 Lisa Guyon-Exec. Director & Karen Ryan-Comm. & Program Manager of WE CAN
Sep 03, 2019
Saturday, August 24, 2019 Michelle Woodbrey CDP, CSA & Emily Rogue, LNHA-2Sisters Senior Living Advisors
Aug 26, 2019
Saturday, August 17, 2019 The Team of Asset Management Resources, LLC
Aug 16, 2019
Saturday, August 10, 2019 The Team at Asset Management Resources, LLC
Aug 12, 2019
Saturday, August 3, 2019 Shawn DeLude, President-Nauset Disposal
Aug 05, 2019
Saturday, July 27, 2019 Chris, Lisa and Scott from AMR
Jul 29, 2019
Saturday, July 20, 2019 Mary Lou Palumbo-President, Mashpee Chamber of Commerce
Jul 22, 2019
Saturday, July 13, 2019 Chris Boyd from Asset Management Resources, LLC
Jul 18, 2019
Saturday, July 6, 2019 Chris & the Team from AMR!
Jul 08, 2019
Saturday, June 22, 2019 Chris Adams-Chief of Staff, Cape Cod Chamber of Commerce & Bert Jackson-Dir. of Comm. Engagement, Cape Cod Blue Economy
Jun 26, 2019
Saturday, June 22, 2019 Chris Adams, Chief of Staff-Cape Cod Chamber of Commerce, & Bert Jackson, Dir. of Comm. Engagement-The Cape Cod Blue Economy
Jun 24, 2019
Saturday, June 8, 2019 Dan Wolf-Founder & CEO of Cape Air
Jun 10, 2019
Saturday, May 25, 2019 Brian Dobbis-Director of Retirement Solutions - Lord Abbett & Co.
May 28, 2019
Saturday, May 11, 2019 Special Sheriff-Barnstable County-Jeff Perry
May 13, 2019
Saturday, May 4, 2019 Chris & the Team of AMR!
May 08, 2019
Saturday, May 4, 2019 Atty. F. Keats & the staff of Boyd-Boyd & Boyd PC
May 06, 2019
Saturday, April 27, 2019 Megan Murphy-Founder-The Kindness Rocks Project
Apr 29, 2019
Saturday, April 20, 2019 Mark Perry PhD., AEI Scholar & Eric Steinhilber, Sales Coordinator for Everleigh Cape Cod
Apr 24, 2019
Saturday, April 20, 2019 State Senator & Assistant Majority Whip , Julian Cyr
Apr 22, 2019
Saturday, April 13, 2019 Anne Barrett Doyle Co-Director Bishop Accountability
Apr 15, 2019
Saturday, April 6, 2019 Catherine Nicholas-MP, CIO & Portfolio Manager-Nicholas Investment Partners
Apr 08, 2019
Saturday, March 30, 2019 Lauren Barker, CEO of CCYP & Craig Orse-CCYP board member
Apr 01, 2019
Saturday, March 23, 2019 Annie Hart Cool-Sotheby's International Realty & Jeff Kobold-Fairway Mortgage
Mar 27, 2019
Saturday, March 23, 2019 Annie Hart Cool-Realtor-Sotheby's
Mar 25, 2019
Saturday, March 16,2019 Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod
Mar 18, 2019
Saturday, March 9, 2019 Daniel A. Schwenk, CPA
Mar 11, 2019
Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price
Mar 04, 2019
Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price
Mar 04, 2019
Saturday, February, 23, 2019 Chris Konstantinos, CFA, Chief Investment Strategist & Director of International Equity-Riverfront Investment Group
Feb 25, 2019
Saturday, February 16, 2019 Joe Tenaglia-Asset Allocation Strategist-Wisdom Tree & Mark Skala-Pres. & CEO Cape & Islands United Way
Feb 19, 2019
Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC
Feb 11, 2019
Saturday, February 2, 2019 Chris & The Staff of AMR
Feb 07, 2019
Saturday, February 2, 2019 Bruce H. Monrad-Chairman of the Trustees of Northeast Investors Trust
Feb 04, 2019
Saturday, January 26, 2019 Andrew Cipro-RVP of Carillton Towers & Abe Sheikh, CIO of Cougar Investments, Dorothy Savarese, President & CEO of CC5
Jan 30, 2019
Saturday, January 26, 2019 Atty. Matthew Lee, Partner at Tocci & Lee
Jan 28, 2019
Saturday, January 19, 2019 Daniel A. Schwenk-CPA, LLC
Jan 22, 2019
Saturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC
Jan 16, 2019
Saturday, December 30, 2018 Chris & the Staff of AMR
Dec 28, 2018
Saturday, December 15, 2018 Atty. Adam Minsky of the Law Office of Adam S. Minsky-Student Loan expert
Dec 17, 2018
Saturday, December 8, 2018 Kevin Matthews, SVPP of iHeart Media-Cape Cod
Dec 10, 2018
Saturday, December 1, 2018 Mike Burton co-hosts, Hilary Greene-Executive Director-Cape & Islands American Red Cross
Dec 05, 2018
Saturday, December 1, 2018-Mike Burton co-hosts from Slade Mortgage
Dec 03, 2018
Saturday, November 24, 2018 Dennis McCurdy, CIC, CFP from McCurdy Insurance
Nov 27, 2018
Saturday, November 17, 2018 - Adam Burnett and Denene Shimkus of CHAMP Homes
Nov 20, 2018
Saturday, November 17, 2018 Daniel A. Schwenk, CPA, LLC
Nov 19, 2018
Saturday, November 10, 2018 Mike Burton hosts, with the staff of AMR
Nov 13, 2018
Saturday, November 3, 2018 Panel from HAC-Alisa Galazzi, Anne Van Vleck & David Quinn, & Wendy Northcross from the Cape Cod Chamber
Nov 05, 2018
Saturday, October 27, 2018 -Chris & The Staff of AMR
Oct 30, 2018
Saturday, October 13, 2018 Michelle DeSilva from Cape Cod Cares for the Troops
Oct 17, 2018
Saturday, October 6, 2018 Bruce Monrad, Portfolio Manager, Chairman & Trustee from Northeast Investors Trust
Oct 09, 2018
Saturday, September 22, 2018 Joseph R. Antos, Ph.D, AEI Scholar in Healthcare & Retirement Policy
Sep 24, 2018
Saturday, September 15, 2018 Mike Burton Co-hosts with Chris
Sep 19, 2018
Saturday, September 15, 2018 Eric "Rick" Hanushek, Senior Fellow at the Hoover Institute-Stanford University, Mike Burton, Slade Mortgage co-hosts
Sep 17, 2018
Saturday, September 8, 2018 The staff of AMR & Andrew Gottlieb-Executive Director the APCC is back in the studio!
Sep 12, 2018
Saturday, September 8, 2018-AMR staff & Dr. Aparna Mathur, Resident Scholar in Economic Policy studies at the American Enterprise Institute
Sep 10, 2018
Saturday, September 1, 2018 Bob Mauterstock, CFP, ChFC, CLTC-Owner & Founder of Gift of Communication & Plan4Life, LLC & Scott Liebkemann of Slade Mortgage.
Sep 04, 2018
Saturday, August 25, 2018 Mary Gaffney, Esq.-Estate & Medicaid planning
Aug 27, 2018
Saturday, August 18, 2018 Neal Holmgren-Solar Rising & Mike Burton calls in with the Slade Mortgage Minute
Aug 22, 2018
Saturday, August 18, 2018 Alex Brill-AEI Resident Fellow & Neal Holmgren from Solar Rising, Mike Burton with the Slade Mortgage Minute
Aug 21, 2018
Saturday, August 11, 2018 Host Kathy Schatzberg & Rabbi David Freelund from the Cape Cod Synagogue
Aug 13, 2018
Saturday, August 4, 2018 Mike Burton from Slade Mortgage hosts with Brian & Lisa from AMR! Guests Chuck Lindberg -Regent Real Estate & Rebecca Moore Esq.
Aug 06, 2018
Saturday, July 28, 2018 Host Chris Boyd-Market Commentary, Insurance
Aug 01, 2018
Saturday, July 21, 2018 Mike Burton and the SMM, Chris's commentary on stocks, bonds & more!
Jul 26, 2018
Saturday, July 21, 2018 Kara Galvin, Director of Youth Services-CIWDB & Michael Looney, Director of Career & Technical Education-Mashpee Public School district
Jul 24, 2018
Saturday, July 14, 2018 Chris and the staff of AMR
Jul 16, 2018
Saturday, July 7, 2018 Mike Burton Co-hosts! William Blaisdell-BOD & Treasurer & Regina Giambusso-Executive Director-Cape & Islands Veterans Outreach Center
Jul 09, 2018
Saturday, June 30, 2018 MA-Attorney General Candidates Dan Shores and James "Jay" McMahon
Jul 03, 2018
Saturday, June 30, 2018 Chris is joined by Brian from AMR, & Kristen Mitchell-Hughes from the Cape Cod Chamber of Commerce
Jul 02, 2018
Saturday, June 23, 2018 State Representative, Randy Hunt and the staff of AMR
Jun 25, 2018
Saturday, June 16, 2018 Brian Regan from AMR & Catherine Spinelli-Director of Development at the MSPCA of Cape Cod
Jun 18, 2018
June 9, 2018 - Mike Burton and the AMR Staff
Jun 11, 2018
Saturday, June 2, 2018 Lauren Barker-Chief Executive Officer-CCYP, Inc. & Mike Burton-Slade Mortgage
Jun 06, 2018
Saturday, June 2, 2018 Lisa Leigh Connors-Editor in Chief -Cape Cod Magazine & Chatham Magazine
Jun 05, 2018
Saturday, May 26th, 2018 Brian Regan & Lisa Laine from the AMR office! Mike Burton co-hosts from Slade Mortgage
May 30, 2018
Saturday, May 12, 2018 Mike Byrnes from Byrnes Consulting
May 17, 2018
Saturday, May 12, 2018 Lisa Laine & Brian Regan from AMR!
May 15, 2018
Saturday, May 5, 2018 Lisa J. Oliver-President & CEO of The Cape Cod Cooperative Bank, Mike Burton with the Slade Mortgage Minute
May 07, 2018
Saturday, April 14, 2018 Mike Burton- Co-Host, Slade Mortgage & Annie Hart Cool- Realtor, Sotheby's International Realty
Apr 17, 2018
Saturday, March 10th, 2018 Former State Senator & CEO of Cape Air-Dan Wolf, Larry Brown of Cape Cod Academy, Erich Stephens from Vineyard Wind
Mar 12, 2018
Saturday, January 6, 2018 Bill Pavelich-PerspectivEdge, Business Performance Advisor
Jan 08, 2018
Saturday, December 30, 2017-Hilary Greene-American Red Cross Executive Director-Cape, Islands and Southeastern Ma
Jan 03, 2018
Saturday, December 2, 2017-"HAC" members-Anne Van Vleck-Chief Dev. Officer & Laura Reckford-Dir. of Community Relations
Dec 04, 2017
Saturday, September 30, 2017 Host Mike Burton from Slade Mortgage and Lisa Laine from AMR
Oct 03, 2017
Saturday, September 23, 2017 Marybeth Breed, CFP & Sarah Newcomb-Behavioral Economist, Morningstar, Inc.
Sep 25, 2017
Saturday, July 22, 2017 Robert Mauterstock, CFP and Author & Marian Oost-Lievense-Senior Select Living Solutions
Jul 24, 2017
Saturday, June 24, 2017 Co-Host Mike Burton from Slade Mortgage & Lisa Laine from AMR
Jun 29, 2017
Saturday, June 17, 2017 Atty. Susan Huettner, Undersecretary John Chapman, and Bill deSouza from the Cape Cod Chamber of Commerce
Jun 19, 2017
Saturday, June 2, 2017 Guests David Augustinho-Executive Director-CIWIB & Jacob Stapledon-Community Educator-Children's Cove
Jun 05, 2017
Saturday, May 27, 2017 Co-Host Mike Burton and guest Michelle DaSilva from Cape Cod Cares for the Troops
May 30, 2017
Saturday, May 20, 2017 J. Christopher Boyd and Attorney F. Keats Boyd
May 22, 2017
Special Edition-10 year Anniversary Show of Something More with Chris Boyd
May 08, 2017
January 14, 2017 - Social Security Consultant Kurt Czarnowski
Jan 18, 2017
October 8, 2016 - Matt Paradise and Will Crocker
Oct 25, 2016
August 20, 2016
Aug 22, 2016