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 spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is focused on Giving Tuesday and the issues related to charitable giving. Chris and Jeff discuss the story of how a client was able to use a Qualified Charitable Distribution to save income taxes and make a more generous charitable contribution. The segment concludes with Chris and Jeff talking about how charitable contributions fit into one’s comprehensive financial plan. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd   #HolidayShopping #SmallBusinessSaturday #ShopLocal #CyberMondayDeals #CharitableGiving #GivingTuesday #IncomeTaxSavings #QualifiedCharitableDistribution #FinancialPlanning #ComprehensiveFinancialPlan

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 employment data, housing prices and a sentiment indicator for the manufacturing sector. The pair goes into detail regarding the above data points showing a lowering rate of inflation and a generally slower economy. The conversation naturally continues to the question of whether a recession is likely. In addition to the financial news, Chris and Jeff discuss the details of the recent budget bills passed in Congress and the meeting in San Francisco between President Biden and President Xi of China. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd   EconomicNews #InflationTrends #EmploymentData #HousingPrices #ManufacturingSector #RecessionRisk #BudgetBills #USChinaMeeting #SMwCB

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 about life after the Mayflower arrival from “The First Encounter” through the fifty years of peace that followed, and ending with King Philip’s War. The book also highlights the mutually dependent relationship between the Pilgrims and the indigenous Wampanoags that is documented in the painting by Rinaldo of The First Thanksgiving, 1621.  In this episode the group furthers the conversation by talking about issues of trade, how the use of wampum rose and fell and the different concepts of value that came into play during this time period. The discussion also focuses on the differences of how native Indian people, the Dutch, and the English viewed land ownership. The segment concludes with the concept of gratitude and thanksgiving.     If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd   #MayflowerHistory #Wampanoags #FirstThanksgiving #TradeHistory #LandOwnership #Gratitude #ThanksgivingTraditions #SMwCB

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 Jay Frank who is the President & COO of Cantor Fitzgerald Asset Management. The discussion starts off with a lesson in 1031 exchanges, which is an exchange or swap of one real estate investment property for another, that in certain circumstances allows capital gain taxes to be deferred. Next on this episode’s agenda is a detailed outline of the Delaware Statutory Trust (DST). A DST is a real estate investment vehicle that allows investors to reinvest the proceeds from the sale of a property into a trust that holds a diversified portfolio of income-producing properties. For the final part of this episode, the trio has an informative conversation regarding investing in the Qualified Opportunity Zone Program. Jay describes the Opportunity Zone incentive as an economic development tool that supports economic growth while offering an investor the ability to defer taxes on eligible gains. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd   #RealEstateInvesting #1031Exchanges #DelawareStatutoryTrust #OpportunityZones #CapitalGains #TaxDeferredInvesting

CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class- action lawsuit of Sitzer v. the National Association of Realtors alleged that the NAR artificially and unfairly inflated agent commissions. In this context, Chris, Scott, and Jeff explore related questions that have been brought forward as to who real estate agents actually represent. Further questions of proper disclosures and consumer awareness are part of the dialogue. Chris, Scott, and Jeff also discuss how these issues relate to financial advisors. Chris emphasizes the importance of working with a Fiduciary (putting the client’s best interests first) and making sure you know how people who work for you are compensated. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd #RealEstate #NAR #AgentCommissions #ConsumerAwareness #FiduciaryResponsibility #FinancialAdvisors

In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of a “nest egg” do I need? Chris offers his thoughts about the many different variables on the subject. Next up, the pair discusses the issues of the correct asset allocation, risk tolerance and how they are related to building a stable cash flow plan in retirement. Jeff stresses the importance of sharing your questions, fears, desires, and dreams with your financial advisor. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax reductions for volunteer services provided to a local government. Chris and Jeff suggest to those who are able to maximize contributions to their retirement plans before the end of the year. Jeff reminds listeners to make sure that quarterly tax payments are made on time. Jeff brings up the subject of 179 deductions for business owners. Chris furthers the conversation by discussing the value of Roth conversions and the options for charitable giving. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Michael Townsend, the Managing Director of Legislative and Regulatory Affairs for Charles Schwab & Co. The trio discusses wide-ranging political and governmental topics starting with the new Speaker of the House of Representatives, who he is, is he operating with the same House Rules and what to expect to be his legislative agenda. As the conversation continues, they explore the concerns of the government’s shutdown looming next week and the mounting cost of the national debt. Chris questions Michael on the various geo- political concerns and how this impacts the markets. The episode wraps up with a review of the regulatory environment for investors and advisors. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

To honor Veterans Day, Chris Boyd and Jeff Perry invite John Alexander to join them. John is a Veteran with service in Desert Storm. In addition to his military service, John is a recently retired Barnstable Police Officer and has worked as the Military & Veteran Services Advisor at Cape Cod Community College. During the segment John goes into detail about his own military service as well as a program he helped start to train police officers to be better able to assist veterans in crisis. John, Chris, and Jeff go into a detailed discussion of the various charitable groups on Cape Cod who work to provide services to Veterans and those currently in the military. John recounts his involvement with Heroes in Transition (HIT), the Ruck Run and various other services and programs offered by HIT. The segment ends with a thank you to all Veterans for their service to our Country. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

In this segment, Chris Boyd and Jeff Perry review various items in the recent news cycle that have been a factor in the stock and bond markets. The conversation starts out with Israel’s response to the Hamas terrorist attack. Next up they discuss other potential geo- political concerns, including the extended war in Ukraine and the fear such conflicts expanding to potentially include Iran, North Korea and China. Chris and Jeff next dive into the recent commentary from the Federal Reserve and the continued pause on increasing the Federal Funds rate. Jeff and Chris close out the segment with a dialogue on the Treasury’s growing need to sell additional bond securities to fund the United States growing national debt. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

As the end of the calendar year is fast approaching, Chris Boyd and Jeff Perry of Asset Management Resources review an article from Kiplinger’s magazine and remind listeners that it is a good time to start thinking about optimizing end of year Roth conversions, taking IRA required minimum distributions, planning to minimize capital gains taxes, protecting against unneeded Medicare premium increases, and considering the best options/methods for charitable giving. Chris also reminds people to be thoughtful and intentional during the holiday period regarding spending and gifting. The pair discusses how easy it is to overspend during the holiday period. To read the article referenced during this segment, see the link below: https://www.kiplinger.com/retirement/tax-moves-retirees-should-consider-before-end-of- year If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

The difficult subjects of long-term care planning and insurance are discussed in detail by Chris Boyd and Jeff Perry. Chris Boyd shares some common themes and concerns from clients about the potential cost of a long-term care event and whether purchasing long- term care insurance is a good option to consider. The pair goes back and forth on the pros and cons of long-term care insurance. To put things into a larger perspective, Chris and Jeff review the recent data related to the likelihood of having a long-term care need, the average length of stay, and the likely cost. The pair discusses options other than insurance to consider when preparing a financial plan. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

CEO of Asset Management Resources Chris Boyd and Jeff Perry interview Attorney Keats Boyd of Boyd and Boyd, PC on the recent changes to the Massachusetts Estate Tax laws. Attorney Boyd goes into detail concerning who and how the $2M threshold operates for residents and non-residents of Massachusetts. The trio also reviews the changes to the short-term capital gains rates which are now in effect for this year. Attorney Boyd ends the segment by putting all of these issues into the broader estate planning process and offers general advice regarding how often an estate plan should be reviewed. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Asset Management Resources Founder and CEO Chris Boyd discusses recent political events with Jeff Perry. The conversation begins with an introduction of the new Speaker of the House of Representatives Michael Johnson (R-Louisiana). In addition to the political headwinds, the conversation flows to the challenges that Congress is facing with the looming November 17 th budget deadline. Other issues discussed are President Biden’s proposal for aid to Israel and Ukraine. This dialogue naturally flows to the growing concerns of the 33 trillion dollars of national debt and how it ultimately will have broader consequences to spending and taxation. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Asset Management Resources Chief Investment Officer Brian Regan joins Chris Boyd and Jeff Perry for an in-depth dialogue on recent economic data and corporate earnings. The episode starts out with a review of the stronger than expected Q3 Gross Domestic Product (GDP) report. The conversation develops into a broad range of economic measurements, including interest rates, unemployment data and corporate earnings. Brian provides commentary on several recent corporate earnings reports, such as Google, Microsoft, and Amazon. For more information about the efforts of the Cape and Islands United Way, click the link below: https://www.capeandislandsuw.org/   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Mark Skala, who is the CEO of the Cape and Islands United Way, joins guest-host Jeff Perry for a thoughtful conversation regarding the significant real-life mental health and housing challenges facing the Cape Cod region. Mark outlines various grants and assistance that the United Way offers focusing on assisting organizations who provide respite services to those providing care to individuals suffering from Alzheimer’s disease. The conversation continues to the growing migrant crisis that Cape Cod is facing and the specific challenges that the migrant children are facing. For more information about the efforts of the Cape and Islands United Way, click the link below: https://www.capeandislandsuw.org/   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Jeff Perry and Scott Birmingham open the AMR Mailbag and tackle listener questions. The segment starts off with whether contributing to a HSA or a Roth IRA is a better choice for this specific listener’s circumstances. Jeff next offers his comments on how a Durable Power of Attorney works and when it is appropriate to have one in place. Scott next answers a question on how to choose a qualified Financial Planner as Jeff suggests three key questions to ask anyone in the financial services industry. The segment concludes with a lively analysis of how best to approach a withdrawal plan for your retirement assets. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Lead Financial Planner Scott Birmingham joins guest host Jeff Perry to discuss divorcing after age 50 and the most common mistakes people make. Scott goes into detail concerning the rise of “Gray Divorces” and offers real-life advice when confronting a pending separation. During the conversation Jeff and Scott reference a recent article published at Yahoo Finance, which outlines 13 common mistakes made when older couples divorce. This article can be reviewed at the link below: https://finance.yahoo.com/news/13-mistakes-avoid-divorcing-over-154803276.html   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chief Investment Officer Brian Regan of Asset Management Resources and guest-host Jeff Perry dive into the topics of an upcoming Asset Management Resources client webinar on the economy and markets. Brian starts the segment off with a detailed commentary concerning how geo-politics is impacting the stock and the bond market. While Jeff and Brian focus on the recent attack on Israel, the pair also discuss the Russian invasion of Ukraine and the related impacts to China and the United States. The segment concludes with a brief description of the other webinar subjects of Artificial Intelligence and student loan repayment. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia. The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce. The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financial need. The pair also discussed the positive impacts of boosting social security benefits, delaying retirement funds withdrawal, having a purpose in society and the social connections made while working part-time. Chris Boyd reminded listeners to check out their recent Retirement Red Zone webinar which can be found at https://www.youtube.com/watch?v=wOnIlD2z1RI   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Asset Management Resources Chartered Financial Analyst Brian Regan joins guest host Jeff Perry for an informative and timely discussion about how the bond market is impacting the stock market. The conversation starts with a review of the inversion of the yield curve and additional commentary by Brian on the recent movements of the 10-year treasury note. Jeff seeks Brian’s expert opinion regarding the likelihood of a recession in the near future. With a rising national debt and budget deficits, Brian and Jeff discuss the possibility of the United States Treasury potential need to pay higher rates on bonds to attract an adequate level of buyers to service our debt. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Jeff Perry hosts this segment and discusses marriage and money issues with Asset Management Resources lead financial planner Scott Birmingham. The pair have an insightful conversation about how issues such as financial infidelity, having a “mine” mentality, hiding money and failing to disclose spending can have a devasting impact on relationships. Scott and Jeff provide advice on how to create and maintain a healthy relationship by setting shared financial goals, having periodic family financial meetings, and using a “we” tone when discussing potential issues of financial differences. For future reading on this topic, Jeff suggests listeners review an article about this subject recently published in Bottom Line magazine. https://www.bottomlineinc.com/life/family- finances/how-to-handle-marriage-and-money If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

 Following the recent attack on Israel, Jeff Perry and Brian Regan of Asset Management Resources discuss how this geo-political event is impacting the stock and bond markets. Their dialogue extends to the effects on middle east oil production and the possibility of price increases in energy costs across the globe. Jeff and Brian broaden the conversation by considering potential issues if the war escalates with involvement by Iran and other middle east countries. The segment ends with the pair imparting some general financial advice for investors in times of geo-political concerns. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris Boyd and Jeff Perry discussed “The Rise of the Semi-Retired Life” as published in a recent article in Investopedia.  The segment began with a review of the data which shows that 1 in 4 “retired” people decide to re-enter the workforce.  The wide-ranging discussion included personal stories on the reasons people make the decision to work in their retirement, even when there is not a financial need.  The pair also discussed the positive impacts of boosting social security benefits, delaying retirement funds withdrawal, having a purpose in society and the social connections made while working part-time.   Chris Boyd reminded listeners to check out their recent Retirement Red Zone webinar which can be found at https://www.youtube.com/watch?v=wOnIlD2z1RI If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Dr. Molly Perdue who is the co-founder and Executive Director of the Alzheimer’s Family Support Center joined Chris Boyd and Jeff Perry for an informative interview on the extensive services they provide to individuals living with Alzheimer’s and other dementia-related diseases.  The lively conversation focused on the value of support groups, care planning, education, and social and cultural programming.  The segment concluded with information on the upcoming 2023 Walk for Alzheimer’s.  For more information, visit their website at https://www.alzfamilysupport.org/events If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris Boyd and Jeff Perry enjoyed a dynamic interview with Plan4Life’s co-founder Bob Mauterstock.  Bob is an accomplished speaker, author of 5 books, and sought after authority on the concerns of Baby Boomers and their need to develop a cohesive plan to preserve their financial security and pass on a meaningful legacy to their children.  During this interview, the discussion focused on the physical and cognitive challenges of growing older and how to best prepare for them.  Bob offered his own personal stories and provided meaningful advice concerning housing and caregiving issues for individuals and families.  To learn more visit https://plan4lifenow.com/bob-mauterstock/ If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Something More with Chris Boyd Featuring Chris Boyd, Co-host Jeff Perry, and Special Guest Brian Regan Topic: Navigating Credit Cycles in a High-Interest Rate Environment In this riveting episode, Chris and Jeff sit down with Asset Management Resouces Chief Investment Officer Brian Regan to unpack the intricate world of credit cycles and their ripple effects on investment strategies. The trio goes in-depth, shedding light on: Understanding Credit Cycles: Brian offers a master class on the various stages of credit cycles. He delves into how low rates often lead to economic prosperity, but as rates rise, it can pave the way for potential credit bubbles. Risks and Repercussions: The conversation then segues into the dangers of an over-leveraged economy, highlighting the perils of debt refinancing, potential defaults, and the eventual tightening of credit that can thrust an economy into a recession. The Deleveraging Phase: Brian outlines the pivotal deleveraging process, breaking down how it functions as a corrective measure in the aftermath of excessive borrowing, leading to financial stability and equilibrium. Investment Strategies in High-Interest Environments: Jeff and Chris probe Brian on the best approaches for risk-averse investing in a high-interest rate milieu. Brian offers nuggets of wisdom, whether it's exploring the avenues of brokered CD ladders, considering funds vs. individual bonds, or re-evaluating one's asset allocation. Being a Resource for Listeners: The hosts emphasize the importance of making informed decisions. They invite listeners to consider the podcast as a resource in navigating the complexities of investment, especially in uncertain economic times. This episode is a treasure trove of insights for seasoned investors and novices. Chris, Jeff, and Brian offer a holistic view of the credit cycle landscape and guide listeners on charting a safe path through the ebbs and flows of the financial world. Whether you're concerned about the current state of the economy, looking for low-risk investment strategies, or simply aiming to deepen your understanding, this podcast promises to be an invaluable guide. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: The Four Threats to the Distribution Phase of Retirement In this episode, Chris and Jeff delve deep into the critical phase of retirement - the distribution phase. Often overlooked, this phase poses its unique challenges, and Chris and Jeff aim to spotlight the four primary threats that retirees face during this time: Market Volatility:  Chris and Jeff start by discussing the unpredictability of markets and how an ill-timed downturn can significantly impact retirees' nest eggs. Drawing from real-life examples, they offer strategies to mitigate this risk and ensure a steady income stream even in turbulent times. Longevity Risk: With advances in medical technology and healthier lifestyles, people are living longer than ever. But is their retirement income set up to last as long? Jeff and Chris touch upon the importance of planning for a potentially longer retirement and its financial implications. Inflation's Invisible Hand:  The silent eroder of purchasing power, inflation is a threat that often sneaks up on retirees. Chris and Jeff discuss its subtle but potentially devastating impact, especially for those on fixed incomes, and provide tips to inflation-proof one's retirement funds.  Sequence Risk:  Chris and Jeff dig keep into Sequence Risk which is defined as withdrawing funds from a retirement account may hurt the overall rate of return.  While a very indivdualized decision, coming up with the right withdrawal plan can result in a more comfortable retirement. Chris and Jeff's insightful discussion, peppered with actionable advice, is a must-listen for anyone nearing retirement or in the distribution phase. They shed light on potential pitfalls and provide listeners with tools and strategies to navigate this crucial period confidently and securely. Whether you're a retiree, soon-to-be retiree, or just planning for the future, this episode is packed with valuable takeaways to ensure a smooth and worry-free retirement distribution phase. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Something More with Chris Boyd Featuring Chris Boyd and Co-host Jeff Perry Topic: On the Brink - The Government Shutdown & Debate In this timely episode, Chris Boyd and Jeff Perry delve into a pressing concern gripping the nation – the looming possibility of a government shutdown. As tension builds in Washington, the duo dissects: The backdrop of the Shutdown  The root of the Debate Impact on Everyday Americans Economic Consequences Possible Solutions and Outlook A Call for Unity  This episode is a deep dive into the intricate world of political decision-making and its vast implications. Chris and Jeff, with their insightful analysis, make the complexities of the government shutdown debate both understandable and relatable for their listeners. Whether you're a political junkie or a concerned citizen, this discussion offers a comprehensive look at a pivotal moment in the nation's governance.

Something More with Chris Boyd Featuring Chris Boyd, Jeff Perry, and Special Guest Brian Regan Topic: Economic and Market Update GDP Forecast: The discussion starts with an expected GDP growth rate of 4.9%. With his profound insights into economics, Brian unpacks what this figure might mean for businesses and everyday consumers. 10-year Treasury Rate: A notable concern is the rapid rise in the 10-year Treasury rate. The team dives into the potential implications of this surge and its broader impact on the financial markets. Federal Reserve Update: In a surprising move, it has tempered its expectations for future rate hikes. Brian provides context on this decision, shedding light on its implications for the future economic landscape. Impact on Stocks: With the Fed's announcement, there's a growing sentiment that riskier stocks might face a challenging period. Chris, Jeff, and Brian weigh in on which sectors might be hit hardest and strategies investors might consider. Consumer Behavior Shifts: A curious trend is emerging at retail giants like Costco. Discretionary items, typically hot-sellers, are seeing a decline. Instead, consumers are allocating more of their spending towards services and transportation. The trio unpacks what's driving this behavioral change and its potential long-term ramifications. Housing & Travel Trends: The consensus is that housing prices might experience a cool-down period. Conversely, travel is anticipated to normalize with the world trying to find its post-pandemic footing. Brian adds his perspective on how these trends might evolve in the coming months. Economic Growth Drivers: One positive note amidst all the fluctuations is the projected economic growth stemming from durable goods, particularly in sectors like aviation. The conversation explores how industries centered around durable goods like airplanes are poised to contribute to the economy's growth trajectory significantly. This enlightening session provides listeners with a comprehensive look at the current state of the economy, potential challenges ahead, and the silver linings that promise brighter days for specific sectors—a must-listen for anyone keen on staying updated on market trends and economic forecasts.

Chris Boyd and Jeff Perry invite James Anthony from Martha's Vineyard Savings Bank to discuss the bank's groundbreaking achievement: becoming the first bank in Massachusetts to earn B Corp Certification. Key Takeaways: What is B Corp Certification? The hosts and James demystify what it means for a company, especially a bank, to be B Corp Certified, explaining the rigorous social and environmental performance standards, accountability, and transparency involved. Why it Matters: James Anthony provides a behind-the-scenes look at Martha's Vineyard Savings Bank's journey to certification and why it chose this route. Learn about the positive impact this can have on customers, stakeholders, and the community. Finance with a Purpose: Explore how B Corp Certification changes the financial landscape for consumers, influencing everything from loan offerings to deposit accounts while driving a social and environmental mission. Impact on Quality of Life: The conversation extends beyond finance to discuss how socially responsible banking can improve the quality of life in communities. Find out how the bank's initiatives align with this vision. The Future of Sustainable Finance: The hosts and James discuss the bigger picture of what this could mean for the banking industry in Massachusetts and beyond. Is this the start of a new trend? Why You Should Listen: If you're interested in aligning your financial decisions with your values, this episode offers a fascinating look into the world of B Corp Certification in banking. With its mix of finance, sustainability, and community impact, this episode gives you the information you need to make more conscious choices with your money.   If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

As October rolls around, it's not just the leaves changing; the federal budget is too. In this timely episode of "Something More with Chris Boyd," hosts Chris Boyd and Jeff Perry provide a comprehensive rundown of the changes coming to the federal budget as the new fiscal year starts. Key Takeaways: The Federal Budget Explained: Chris and Jeff simplify the complexities of the federal budget, explaining how it's structured and why it matters to everyday Americans. Fundamental Changes to Watch: The hosts delve into the most significant adjustments in the new fiscal budget, touching upon areas like social programs, defense spending, and infrastructure. Impact on Taxpayers: How will the new budget affect your taxes? Chris and Jeff break it down, making understanding what you can expect in the upcoming fiscal year easier. Quality of Life Concerns: Beyond the financial implications, the hosts discuss how budget changes can have ripple effects on the quality of life for Americans, including healthcare, education, and public services. Investment & Savings Impact: Learn how federal budget shifts might influence the market and your investment and savings strategy. Why You Should Listen: The federal budget isn't just a concern for policymakers and analysts; it has real-world implications for financial planning and quality of life. This episode equips you with the necessary insights to understand better these changes and how they might affect you, thereby making your money matters genuinely matter. If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Joined by Jeff Tomaneng, CFP®, CIMA®, a seasoned wealth advisor from AMR, the trio offers invaluable advice and strategies for those approaching the final five years before retirement. Key Takeaways: The Importance of a 5-Year Plan: Jeff Tomaneng emphasizes the critical nature of detailed planning within the last five years before retirement, outlining a roadmap to ensure you're financially secure when you make that giant leap. Asset Allocation and Risk Management: Get expert tips on how you should be managing your portfolio during these crucial years. Learn about the balance between risk and reward and how to optimize for a comfortable and sustainable retirement. Quality of Life Concerns: It's not just about the money. Chris, Jeff, and Jeff explore the non-financial aspects that make retirement fulfilling, from choosing the right location to live to identify post-retirement pursuits that bring you joy. Why You Should Listen: Navigating the path to retirement can be complex and stressful. Whether you're five years away from retirement or just starting to consider it, this episode provides a wealth of knowledge to help you make informed decisions that could substantially impact your quality of life during your golden years. Don't miss this episode filled with actionable advice, expert insights, and the personal touch that makes "Something More with Chris Boyd" a must-listen for your financial well-being.   If you need help with financial planning issues, don't hesitate to contact Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris Boyd and Jeff Perry explore the all-important "Retirement Redzone." Joined by special guest Scott Birmingham CFP®, ChFC®, CDFA®, CAP®, CLU, a lead financial planner with extensive experience, the trio dissects the unique challenges and opportunities that come in the critical years leading up to retirement. Key Takeaways: The Retirement Redzone Explained: Learn what the term 'Retirement Redzone' means and why these years are crucial for setting the stage for a financially stable retirement. Seminar Insights: Chris, Jeff, and Scott discuss the highlights from their recent seminar on the Retirement Redzone, sharing key takeaways, audience questions, and actionable advice. Investment Strategies: Scott Birmingham offers expert recommendations on how to optimize your investment portfolio during the red zone years, balancing between risk and security. Tax Planning: The importance of tax-efficient strategies as you approach retirement and how the choices you make now can affect your long-term financial health. Social Security & Medicare: Understand how these pillars of retirement intersect with your personal savings and investment plans and how to make the most of them. Quality of Life Factors: The episode also covers the non-financial aspects of entering the Retirement Redzone, such as considering where to live, healthcare decisions, and mental preparation for this new phase in life. Why You Should Listen: If you are entering or are close to joining the Retirement Redzone, this episode is essential listening. With its blend of expert insights, practical advice, and attention to financial and quality-of-life factors, this podcast provides a comprehensive guide to navigating the years that will define your retirement experience. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

  Dive into a captivating special edition of "Something More with Chris Boyd" as we set our sights on the picturesque Cape Cod. In this episode, Chris Boyd is joined by Paul Nedzwicki, the Cape Cod Chamber of Commerce President, to shed light on local issues that hit close to home for many Cape Cod residents. From the bridges that need to be replaced and the unique housing challenges faced by locals, Chris and, Jeff Perry and Paul navigate the intricate landscape of this beloved coastal region.  Beyond the picturesque beaches and scenic views, Cape Cod has its challenges. If you have a seasonal spot on Cape Cod or live here year-round, we need to understand the intricacies of the local economy and infrastructure; this is an episode you won't want to miss. Join Chris, Jeff, and Paul for a journey through the heart of Cape Cod and its most pressing matters. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Retirement planning is more than just numbers—it's about envisioning your future, understanding your desires, and ensuring you're set up to lead the life you've always wanted. In this enlightening episode, Chris and Jeff will: Break down the complexities of retirement planning. Share insights and stories from their extensive experience in the field. Offer guiding principles to help you determine a realistic savings goal. Discuss crucial factors that impact your retirement requirements, from lifestyle choices to unexpected expenses. Whether you're at the start of your retirement journey or just looking for some assurance you're on the right track, tune in to get a clearer perspective on what you truly need to save for a comfortable, fulfilling retirement. Ready to discover your retirement number? Let Chris and Jeff guide the way. Join us for an episode packed with expert perspectives and the wisdom you need to make informed decisions for your future. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Delve into the intricate maze of college financing with your hosts, Chris Boyd and Jeff Perry, as they chat with Cozy Wittman from CollegeInsideTrack.com. Navigate the world of college affordability as they break down the differences between aid types, scholarships, and the nuances of merit-based support. Cozy sheds light on those tricky loans that often entangle students in a web of debt and shares insider tips on sneaky wording and clauses that every aspiring college student and parent should be wary of. Whether you're on the brink of making collegiate financial decisions or simply interested in understanding the complex terrain of college financial planning, this episode offers a wealth of knowledge. Dive deep into the conversation and equip yourself with insights to make informed economic choices for a brighter educational future, only on Something More with Chris Boyd! If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Join Chris Boyd and co-host Jeff Perry in a captivating discussion with Cozy Wittman of CollegeInsideTrack.com. As the daunting world of college planning continues to evolve in 2024, the trio dives deep into the essential questions every prospective student should be armed with during campus visits. Is there such a thing as having too many or too few schools on your list? With the landscape of education undergoing rapid change, Cozy shares insights into current trends, strategies, and tools to help families navigate the complexities of college selection. Whether you're a parent, a student, or simply interested in the state of higher education, this episode offers invaluable insights to help you stay ahead in the college planning game. Dive into the conversation and find out more about making the right college choices for a promising future! If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris and Jeff Perry shed light on a pressing topic: the influence of fear and conspiracy theories in the realm of alternative investments. Navigating the choppy waters of alternative investments can be daunting, especially when bombarded with misleading information and sensational claims. Chris and Jeff aim to equip listeners with the tools and knowledge to discern genuine opportunities from mere sales pitches fueled by panic and misinformation.  So, whether you're an experienced investor or just starting your financial journey, this episode offers invaluable insights into staying level-headed, vigilant, and well-informed. Remember, in the volatile world of finance, clarity and caution often go hand in hand. Join Chris and Jeff, and let's debunk, demystify, and navigate the intricate maze of alternative investments together. Stay smart, stay calm, and most importantly, stay informed. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Chris and co-host Jeff Perry are accompanied by CFA Brian Regan as they delve deep into what is happening with treasury bonds. Brian is talking about fixed rate mortgages and more housing conversations happening around the world.  What does the typical person with their 401k do when they're selecting a fund?  Buying high yield? Join us on this enlightening journey because, in the financial world, knowledge isn't just power – it's profit. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd  

Welcome back to "Something More with Chris Boyd," where finance meets real-world understanding. In this riveting episode, Chris and co-host Jeff Perry are joined by renowned CFO Brian Regan to dissect the pulse of the stock market. As recent fluctuations stir unease among investors, Brian offers expert insight into the causes, implications, and strategies to weather this volatility storm. Whether you're an investment pro, a stock market novice, or simply curious about the economic climate, this discussion will illuminate the intricacies of market volatility and how to stay afloat. Take advantage of this chance to catch up on the market's latest shifts and prepare for what lies ahead. Tune in, stay informed, and fortify your financial future with Chris, Jeff, and Brian. Because in the world of finance, understanding is your greatest asset. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

  In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot in the financial community. When divorce meets trust situations, how does the law interpret it? More importantly, this episode prompts us to reflect on a deeply personal question: How is your trust built? Tune in as we explore the complexities of trust structures, the nuances of divorce implications, and the importance of financial foresight. Whether you're a financial enthusiast, someone navigating the world of trusts and estates, or just curious about how the law intertwines with personal finances, this episode promises to enlighten and engage. Don't miss this deep dive into the ever-evolving landscape of financial planning and the legal decisions that shape it. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

Dive into the intriguing world of high earners on this episode of "Something More with Chris Boyd." Chris and cohost Jeff Perry pull back the curtain on the top 10% of income earners, offering insights into how these figures have evolved over time and what they signify in today's economy. Are you close to joining these ranks, or perhaps you're curious about how far that milestone may seem? From examining the criteria that set these individuals apart to pondering how the average American measures up against these numbers, this episode offers a comprehensive look at the financial landscapes of success. Join the conversation and discover where you might fit in this monetary mosaic. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

On this episode of "Something More with Chris Boyd," Bill Blaisdell & Jim Seymour sit down with Chris and Jeff and talk about 40 years of helping veterans that started with a couple of guys and truck assisting soldiers returning from Vietnam. Cape and Islands Veterans Outreach Center has helped tens of thousands of veterans over the years and are continuing to do so as food insecurity and housing issues grow. The 40th Anniversary Gala is coming up so if you can support them on this mission we ask that you do. Cape & Islands Veterans Outreach Center https://capeveterans.com/    If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd    

In this thought-provoking episode of "Something More with Chris Boyd," Chris and cohost Jeff Perry explore the implications of increased longevity on retirement planning. As lifespans extend and the idea of living past 100 becomes less of an anomaly, how can we ensure our wealth endures as long as we do? Delving into the delicate topic of mortality, they discuss strategies to make certain your finances keep pace with your prolonged golden years. Drawing inspiration from "Blue Zones," the new Netflix show that highlights regions where centenarians are common, they delve into the lessons we can learn from these longevity hotspots. With recent speculations suggesting that the first humans to live to be 150 have just been born, the need for extended financial foresight has never been clearer. Join us for a conversation that marries finance with the fascinating prospects of our ever-extending lifelines.   If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

In this episode of "Something More with Chris Boyd", join Chris and cohost Jeff Perry as they delve into the latest market update.  Why can slow economic news spell good news for the market? They touch upon the latest on jobs, inflation, and the uptick in CD rates. Jeff brings his favorite term to the table, describing parts of the market as "frothy" and possibly overextended. As September traditionally poses its own set of challenges for the market, the duo speculate on what might be around the corner for investors. Tune in for a comprehensive look at the financial world and strategies to navigate its ever-changing tides. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd

AMR will be hosting an education webinar on September 20th to help people prepare for retirement. The webinar “Are You Ready for the Retirement Red Zone?” will be held from 10am to 11:30am. You can register for the webinar at AMRfinancial.com. The program will be recorded and posted on AMRfinancial.com and the AMR You Tube channel. Even if you are already in retirement the subjects we will be talking about will be helpful in case you missed something when planning for retirement or need to make an adjustment to your the plan. Having a financial plan helps take the guess work out of whether you be ready for retirement when expected or if you should adjust your plan. A plan will also help identify that you and your partner have a common vision going into retirement. When preparing a financial plan do some stress testing to ensure that you plan can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they have saved for retirement. Sometimes caring parents put their own financial security at risk when helping their children. A financial plan can provide a roadmap.  In the September 20th webinar, we will be talking about what to be thinking of and preparing for as you approach or are recently in retirement. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd https://www.linkedin.com/in/j-christopher-boyd-cfp%C2%AE-b932169/ Asset Management Resources: https://amrfinancial.com/radio/ https://www.facebook.com/AssetManagementResourcesCC https://www.instagram.com/assetmanagementresources/ https://twitter.com/AssetMgmtRsrcs https://www.linkedin.com/company/asset-management-resources-llc/?viewAsMember=true Recorded August 24, 2023

Are you aware of what you need to do to become prepared for retirement? Chris and Jeff talk about the upcoming education webinar “Are You Ready for the Retirement Red Zone?”.   The Retirement Red Zone is defined as the 5 years before and the 5 years after retirement. This is an important time to prepare financially and otherwise for retirement so there are no critical errors. During the webinar,  professionals from Asset Management Resources will cover topics such as: Ø  Your retirement lifestyle Ø  Cashflow – where to take money from and when to maximize return and tax savings Ø  Healthcare – options and costs Ø  Leaving a lasting legacy – estate planning, philanthropic intentions The Retirement Red Zone webinar will be held on September 20th from 10 a.m. to 11:30 a.m. If you are interested in attending, please register at https://AMRfinancial.com. Take the guess work out of whether you will be ready for retirement when expected or if you should adjust your plan by having a financial plan in place. A plan will also help identify that you and your partner have a common vision going into retirement. Do some stress testing on  your financial plan to ensure that it can hold up in the event that a worst-case scenario occurs. Some people save so long for retirement that they don’t give themselves permission to spend money that they have saved for this purpose. Sometimes caring parents put their own financial security at risk when helping their children. A financial plan can provide a roadmap towards a secure retirement. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More with Chris Boyd: https://amrfinancial.com/radio/ https://www.facebook.com/SomethingMoreWithChrisBoyd https://www.instagram.com/somethingmorewithchrisboyd/ https://twitter.com/SMoreChrisBoyd https://www.linkedin.com/in/j-christopher-boyd-cfp%C2%AE-b932169/ Asset Management Resources: https://amrfinancial.com/radio/ https://www.facebook.com/AssetManagementResourcesCC https://www.instagram.com/assetmanagementresources/ https://twitter.com/AssetMgmtRsrcs https://www.linkedin.com/company/asset-management-resources-llc/?viewAsMember=true Recorded August 24, 2023