最佳Chris Boyd播客 (2024)

1
Where are Mortgage Rates headed? 41:54

3d ago41:54

41:54

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 likely impacts for mortgage rates due to the recent election. Robert answers questions regarding the mortgage application process, debt to income r…

1
The Case for International Investing with Nick Paul, MFS 35:02

6d ago35:02

35:02

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 using mutual funds for international investing. Related topics covered include the potential impacts from the recent election, the growing national debt,…

1
Meaning of Money 45:17

11d ago45:17

45:17

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! Topics discussed include, why we give money meaning, money and emotion, money and relationships, identifying influences/origins of money messages, illust…

1
RMD’s and things to remember 51:57

13d ago51:57

51:57

RMD’s and things to remember – Just back from the Ed Slott conference in San Diego, Chris Boyd shares a variety of tax and financial planning topics with co-host Jeff Perry. The conversation begins with brief commentary on the upcoming elections. Next Chris shares detailed lessons about Required Minimum Distributions. The dialogue transitions to it…

1
Election and Investing 38:58

17d ago38:58

38:58

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 with a review of how the stock market has performed under prior Presidents. Brian shares detailed commentary of the likely economic outcomes of a Trump or…

1
Retirement Confidence 20:39

20d ago20:39

20:39

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. Chris and Jeff dig into topics surveyed which include responses about Social Security, pensions, IRAs/401Ks, inflation, working after retirement and vari…

1
End of Year Planning 42:50

25d ago42:50

42:50

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, life insurance, charitable giving, deferring income, accelerating expenses, capital gains/loss harvesting and Roth conversions. Chris also reminds eve…

1
College Planning – Part 2 35:48

27d ago35:48

35:48

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. Cozy offers her thoughts on how to find the best “fit” for your student in the college selection. In addition, Cozy outlines the financial aid process an…

1
College Planning – Part 1 43:09

1M ago43:09

43:09

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 cost of college and whether college is still worth the cost. Chris and Jeff then turn to the different ways to save and invest for future college expense…

1
The Survey Says; Retirement Lifestyle Study 39:43

1M ago39:43

39:43

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 conversation begins with the survey’s top political concerns of the respondents as being inflation and taxes. Aya answers questions of the significance of elec…

1
Does China care about our elections? 39:02

1M ago39:02

39:02

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 States or is China most interested in division and disruption? In addition to the U.S. Election, Andrew responds to questions about Chinese life & cultu…

1
Critical Financial Steps to Take Before You Retire 40:30

1M ago40:30

40:30

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 working part-time will play after you retire from your fulltime work. The conversation turns to Social Security planning and how it fits into the overall…

1
Why Investors Missed Out on 15% 29:10

2M ago29:10

29:10

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 Budget deal and what it may mean after the November election. Chris and Jeff next review a recent Morningstar article titled “How can investors capture…

1
10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets 39:26

2M ago39:26

39:26

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 can be prepared for inflation with forward thinking and some simple financial strategies (see article at the link below). Topics covered include Designi…

1
The Fed, Interest Rates, and the Market 33:00

2M ago33:00

33:00

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 asks Brian about the normalization of the yield curve and what it may be telling investors. Brian also responds to Jeff’s questions regarding fixed in…

1
Planning Retirement Income 40:11

2M ago40:11

40:11

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 of planning income for your retirement. The discussion starts with a review of how pensions and social security can serve as the base of retirement inc…

1
What’s moving the markets now? 38:19

2M ago38:19

38:19

What’s moving the markets now? The stock market has felt a bit like a rollercoaster lately. Join Chris Boyd and Jeff Perry as they discuss the issues impacting the markets. Topics include the seasonality of the stock market, the November election, potential of a government shut down, economic reports of the CPI, PPI, and unemployment, and the upcom…

1
Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan 43:34

2M ago43:34

43:34

Mail Bag (release on 9/12/24) – In this episode, Chris Boyd and Jeff Perry dig into the Team AMR Mail Bag and discuss questions and issues from clients and listeners. In a fast-paced and sometimes humorous conversation, Chris and Jeff handle questions related to SIPC coverage, Social Security Survivor benefits, how Social Security fits into a compr…

1
Aging Plans with Annalee Kruger 44:08

2M ago44:08

44:08

Aging Plans with Annalee Kruger– Chris Boyd and Jeff Perry welcome Annalee Kruger of Care Right, Inc., and co-owner of Plan4LifeNow to this episode for an important discussion of when and how a comprehensive Aging Plan should be developed. Topics covered include “Red Flags” that family members should look for with aging family members, when and how…

1
International Day of Charity 39:31

2M ago39:31

39:31

International Day of Charity (release on 9/05/24) – In recognition of the International Day of Charity, Chris Boyd and Jeff Perry discuss different ways individuals with a chartable intent and who are concerned about income taxes may wish to make charitable donations. The duo has an active dialogue about the pros and cons of Donor Advised Funds, Ch…

1
Alphabet Soup 37:37

2M ago37:37

37:37

Alphabet Soup- Attorney Keats Boyd joins Chris Boyd and Jeff Perry for a wide-ranging conversation about the impacts of recent items in the legal and political news, including the Corporate Transparency Act, Non-Compete Agreements, the Moore vs United States decision on unrealized gains being taxable, and the new rules on how listing and buyer real…

1
Take a moment, step back, and ask how do I want to be remembered? 27:04

3M ago27:04

27:04

Take a moment, step back, and ask how do I want to be remembered? While most of us don’t wish to contemplate our own death, doing the necessary estate and financial planning and having the appropriate family conversations can mean a lot more than simply leaving a financial legacy for your family. Chris Boyd and Jeff Perry share experiences and clie…

1
Why we ask the questions we ask 34:11

3M ago34:11

34:11

Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the “getting to know you meeting” and follow up document gathering. Subjects covered inclu…

1
Estate Planning 28:27

3M ago28:27

28:27

Estate Planning – With all the changes to the laws regarding estate planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to the program. The conversation starts out with some basic estate planning techniques. The topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and Roth Conversions. Att…

1
Is Money the Main Concern of Retirement? 44:50

3M ago44:50

44:50

Is Money the Main Concern of Retirement? – Chris Boyd and Jeff Perry begin this episode with a review and commentary on the economic news of the week, including PPI, CPI, Retail Sales, and Unemployment data. Chris and Jeff then turn to the non-financial aspects of retirement planning, including deciding how you will allocate new found time in retir…

1
Planning for College-Cozy Whitman 42:02

3M ago42:02

42:02

Planning for College – Cozy Whitman of College Inside Track joins Chris Boyd and Jeff Perry to discuss the many challenges of planning for college. The conversation starts out with an announcement that the Free Application for Federal Student Aid (FAFSA) will not be available on the scheduled date of October 1 st . Topics covered during the podcast…

1
New RMD Rules are here 48:59

3M ago48:59

48:59

New RMD rules are here! - The Internal Revenue Service (IRS) has finally issued the regulations related to the SECURE 2.0 Act. Chris Boyd and Jeff Perry provide the details of the new rules and advice on different strategies for Required Minimum Distributions (RMD) from retirement accounts. After reviewing the new regulations, Chris and Jeff talk a…

1
So Much in the News- Should investors worry? 43:21

3M ago43:21

43:21

So much in the news – should investors worry? – If you have spent any time watching the news lately, it is easy to become worried about how your finances and investments might be negatively impacted. Chris Boyd and Jeff Perry dig into several items in the news this past week, including growing tensions between Israel and Iran, increased stock marke…

1
Chris & Brian review the outlook for risk and opportunities 37:47

3M ago37:47

37:47

In this episode recorded on Thursday, August 1st, Chris and Brian dive into the key insights from the recent client webinar. They review the outlook for risk and opportunities, explaining their strategic shift from an overweight position in Mega Cap Growth stocks to a more diversified approach, including Small Caps, Utilities, and buffered risk str…

1
Social Security ins and outs Part 2 with Marcia Mantell 40:11

3M ago40:11

40:11

Social Security ins and outs (Part 2 of 2) – Marcia Mantell of Mantell Retirement rejoins the program with Chris Boyd and Jeff Perry for a continuing conversation on the topic of Social Security. The trio starts out with an explanation of how Social Security benefits are calculated. Chris and Jeff present a series of special circumstances and how t…

1
ERISA and Medicare with Marcia Mantell 50:04

4M ago50:04

50:04

ERISA and Medicare (Part 1 of 2) – Marcia Mantell of Mantell Retirement joins Chris Boyd and Jeff Perry. The segment starts off with the recognition that the Employee Retirement Income Security Act of 1974 (ERISA) is about to turn 50 years old! Marcia outlines the history and goals of ERISA. The conversation turns to a detailed review of the Medica…

1
Investment Fallacies 30:01

4M ago30:01

30:01

Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth conversation about a variety of financial planning beliefs (which may or may not be true), including the pending demise of Social Security, lower expected equity/stock returns, the limits of ind…

1
How likely are you to need Long-Term Care? 35:09

4M ago35:09

35:09

How likely are you to need Long-Term Care? Chris Boyd and Jeff Perry dig into the data on the average incidence and duration of long-term care needs and who is most likely to have a severe, sustained, long-term care incident. During this episode, Chris and Jeff review a recent article from Morningstar (see link below) which outlines the likelihood …

1
Which of these things doesn't belong 41:35

4M ago41:35

41:35

Which of these things doesn't belong? – Do you know what types of investments are legally prohibited from being in an individual retirement account (IRA)? Chris Boyd and Jeff Perry outline in detail the various categories of investments that are not allowed to be inside an IRA. The conversation turns to a detailed dialogue of investments that may b…

1
Including family in your financial planning 32:14

4M ago32:14

32:14

Including family in your financial planning – While many people wish to keep their financial planning completely private, as one ages, it can be prudent to inform family members of your financial planning, estate planning, and help that may be needed from the family. Chris Boyd and Jeff Perry dig into this subject as Chris shares a personal story a…

1
Inflation falling, markets rising 32:44

4M ago32:44

32:44

Inflation falling, markets rising – Fresh off the Consumer Price Index (CPI) report, Chris Boyd and Jeff Perry discuss recent economic data and how it is impacting markets and the Federal Reserve’s posture on interest rates. Jeff summarizes recent stock market returns and reviews the AAII Investor Sentiment Survey (see links below) and Chris commen…

1
Lessons from the Morningstar Investor Conference 30:40

4M ago30:40

30:40

Lessons from the Morningstar Investor Conference – After attending the Morningstar Investors Conference, Chris Boyd summaries lessons learned. Chris starts out by sharing a chance meeting with legendary investor Mario Gabelli. Chris goes on to share what he took away from Morningstar’s CEO Kumal Lapoor’s comments at the Conference which in part pre…

1
First half review of the markets for 2024 32:15

4M ago32:15

32:15

First half review of the markets – Chris Boyd and Jeff Perry welcome Brian Regan to the episode for a review of market returns for the first half of 2024. The conversation turns to a detailed analysis of Nvidia returns, including a history of the company and an outlook for other companies in the semiconductor industry. Chris asks Brian about his ou…

1
Misconceptions about your Money 34:00

5M ago34:00

34:00

Misconceptions about your Money – Chris Boyd and Jeff Perry explore common misconceptions about money that can put your retirement plan in jeopardy. The conversation starts out with diversification dangers of single stock investing. Chris offers specific examples of mistakes people make and offers some guidelines to consider. Jeff warns listeners t…

1
Retirement: Income & Taxes 34:02

5M ago34:02

34:02

Retirement: Income and Taxes – Almost 20% of people over sixty-five are still working. In this episode, Chris Boyd and Jeff Perry discuss the various financial and emotional reasons that retirees continue to work beyond the typical retirement age. The conversation continues with a detailed dialogue about how working before and after Social Security…

1
Gary Quinzel on Markets, Economy, and Election 25:13

5M ago25:13

25:13

Gary Quinzel on Markets, Economy, and Election – Chris Boyd welcomes Gary Quinzel who is the Vice President of Portfolio Consulting with Wealth Enhancement Group. Gary offers his commentary on the recent strength of the stock market and economy, including digging into recent inflation data and the direction of interest rates. Jeff Perry joins and a…

1
Behavioral Wealth and Personal Finance 46:08

5M ago46:08

46:08

Behavioral Wealth and Personal Finance – Behavioral Wealth Specialists Cohen Taylor and Wendell Clarke join Chris Boyd and Jeff Perry for a lively discussion on how financial planners can best serve their clients. Cohen and Wendell explain how the qualitative aspects of wealth management in a framework around emotional and behavioral components of …

1
Pensions 38:34

5M ago38:34

38:34

Pensions – Chris Boyd and Jeff Perry explore the various issues surrounding pension decision options. The in-depth dialogue starts off with a discussion a recent client was facing and how a range of factors influence what is best for each individual. At the 25- minute mark the conversation moves to how the Massachusetts state and municipal pension …

1
Is Inflation Easing? 33:54

5M ago33:54

33:54

Is Inflation Easing? – Brian Regan joins the episode with Chris Boyd and Jeff Perry to review the inflation data from the past week, including the Consumer Price Index and the Producer Price Index, both of which show signs of a recent lower rate of inflation. Brian offers detailed commentary of the specifics beyond the headlines and which data poin…

1
Scams and Schemes with Bob Powell 38:13

5M ago38:13

38:13

In this episode, Chris Boyd CFP®, CASL, CEPS catches up with Bob Powell CFP®, RMA® to discuss the pressing issue of financial exploitation, focusing on scams and schemes. Bob Powell highlights the prevalence of financial scams, particularly those targeting elderly individuals, with statistics showing significant financial losses and many cases goin…

1
“R” or “D” who is better for your portfolio? 31:21

5M ago31:21

31:21

“R” or “D” who is better for your portfolio? – Do investors do better under a Republican or a Democrat President and Congress? How about when the federal government power is divided between the political parties? Chris Boyd reviews “Y- Chart” data with Jeff Perry for this engaging review of what really matters to investor performance. Chris and Jef…

1
The work-from-home stocks 21:09

6M ago21:09

21:09

The work-from-home stocks – Brian Regan joins Chris Boyd and Jeff Perry for a conversation about the work-from-home pandemic era stocks, including Zoom, Twilio, and Peloton. The trio discusses how each company exemplifies the highs and lows of pandemic-fueled growth and the challenges of sustaining momentum in a post- pandemic world. Brian offers h…

1
Feelings vs. Facts 29:21

6M ago29:21

29:21

Feelings vs. Facts – As a follow up to a recent discussion about how the majority of Americans feel as if the economy is in a recession and the financial markets are struggling, Brian Regan joins Chris Boyd and Jeff Perry to talk about how the emotions/feelings of many clients do not match the data. Chris proposes a theory that much of this disconn…

1
Duffy Health Center Update 24:08

6M ago24:08

24:08

Duffy Health Center Update – Heidi Nelson, CEO of Duffy Health Center joins Chris Boyd and Jeff Perry with an update on Duffy’s efforts to prevent and serve the homeless individuals and families on Cape Cod. Heidi shares a personal announcement of her upcoming 2025 retirement and offers her thoughts on recent data concerning the scope of homelessne…

1
Memorial Day Weekend and In the News 27:05

6M ago27:05

27:05

Memorial Day Weekend and In the News – With Memorial Day approaching, Chris Boyd and Jeff Perry reflect on the true meaning of Memorial Day. They highlight the Cape Cod Cares for the Troops event happening on Sunday, May 26 th (see link below) as they outline the excellent work done by Michelle and Dylan DeSilva. Chris and Jeff next discuss that de…

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