Shows
Something More with Chris BoydTariffs and how they relate to an estate planning checkupAttorney Keats Boyd joins Chris Boyd and Jeff Perry for a lively conversation on the recent tariff policies of the Trump administration and how they could relate to your estate planning. In addition to tariffs, estate planning topics discussed include the “Golden Funnel,” multi- generational wealth, estate taxes, income taxes, using a LLC for your estate planning, and more. To reach Attorney Keats Boyd, please call his office at 508-775-7800 or click the link below: https://www.boydandboydpc.com/ For more information or to reach TEAM AMR, click the follow...2025-04-0750 minSomething More with Chris BoydDogs of the DowDogs of the Dow – In this episode, Chris Boyd and Team AMR look into the Dogs of the Dow strategy where an investor annually invests in the ten stocks with the highest dividend yield listed on the Dow Jones Average. Senior Portfolio Manager Brian Regan offers commentary of why this strategy is not the best option for investors who wish to own individual stocks. The conversation includes dialogue about investing for value versus growth. Chris Boyd and Brian share their thoughts on preferred methods of evaluating and investing in stocks. For more information or...2025-01-1738 minSomething More with Chris BoydAlphabet SoupAlphabet 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 estate agents/brokers compensation has changed. Attorney Boyd also discusses his upcoming seminars and how to register (see link below). Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th...2024-09-0237 minSomething More with Chris BoydEstate PlanningEstate 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. Attorney Boyd also mentions his upcoming seminars and how to register (see link below). Chris and Jeff also remind listeners of the upcoming webinar about college planning on September 24 th (see link below). For information on estate pla...2024-08-2328 minSomething More with Chris BoydScams and Schemes with Bob PowellIn 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 going unreported. Common Scams- The discussion covers various scams such as AI-generated deep fakes, phishing emails, romance scams, and "pig butchering" investment scams, illustrating the sophistication and creativity of modern scammers. Risk Factors- Identifying factors that increase vulnerability to scams, including cognitive decline, social i...2024-06-1038 minSomething More with Chris Boyd17th Anniversary & Changing Times17th Anniversary & Changing Times – The Something More with Chris Boyd Radio Show has been on WXTK 95.1FM for 17 years! Chris Boyd and Jeff Perry have a wide- ranging conversation about how the radio show has changed and developed over the years. With a little bit of reminiscing and looking into the future, Chris offers his personal thoughts and business perspective on why the Something More with Chris Boyd Show is soon moving entirely to podcasts. Listeners are encouraged to follow the show on their favorite podcast channel and also to listen live to th...2024-05-0626 minSomething More with Chris BoydTax Day is upon usTax Day is upon us – With April 15 th quickly approaching, Chris Boyd reminds listeners of important income tax filing dates for individuals and businesses. Chris Boyd and Jeff Perry discuss the proper income tax withholding strategies and why receiving a big tax refund is not a good thing. Jeff shares his comments on how to avoid common income tax scams while suggesting using an unique IRS personal identification number for tax filing. Chris offers listeners a complimentary 2024 Personal Finance Facts resource. For more information or to reach Chris Boyd or Jeff Perry, click th...2024-04-0527 minSomething More with Chris BoydThe Survey SaysThe Survey Says – Chris Boyd and Jeff Perry dig into the recently published CNBC All- America Economic Survey, which is a bi-partisan poll across the United States covering key measures of economic confidence and other business/economic issues. In this latest poll are issues of President Biden’s proposal for a Corporate Income Tax increase, banning the social media app TikTok, and voters’ thoughts on a Trump versus Biden election rematch. Chris and Jeff have some fun sharing their views on each of the subjects. As a reminder, Chris mentions that the Something More w...2024-04-0130 minSomething More with Chris BoydNew Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & TeamCEO Chris Boyd of Asset Management Resources (AMR) announces an exciting merger of AMR with Wealth Enhancement Services (WEG). Chris shares his reasoning and process of selecting WEG to partner with. Chris goes on to discuss his primary reason for the merger is to enhance service and resources for the AMR clients. Jeff Perry and Scott Birmingham discuss with Chris some of the benefits clients will see in the coming weeks and months, including additional expertise for unique and complicated issues. Scott also shares his thoughts on financial planning software that should...2024-01-0124 minSomething More with Chris BoydA Money Makeover; Chris Boyd's Portfolio Review7Has your life changed since you started your financial plan? In this segment, Chris Boyd outlines a complementary offer to 10 listeners for a portfolio review and the creation of a financial plan. Chris is joined on air by AMR’s Lead Financial Planner Scott Birmingham and Investment Advisor Representative Jeff Perry. The trio goes into detail regarding how a financial plan should identify your goals and objectives while balancing both priorities of performance and personal risk management. Chris explains a two-meeting process where the client’s interests are paramount. Chris, Scott, and...2023-12-2924 minSomething More with Chris BoydReflecting on ChristmasChris Boyd invites Reverand Vincent Daily to discuss the meaning and spirit of Christmas. Reverand Daily is the Spiritual Director of Pope Saint John XXIII National Seminary. In this episode Reverand Daily, Chris Boyd, and Jeff Perry discuss a wide variety of subjects related to finding and spreading peace and joy, especially during Christmastime. The conversation goes on further to discuss modern television shows, movies, and podcasts and how they are reaching people in a new way. Reverand Daily, Chris and Jeff also share personal reflections on their own faith. #ReflectingOnChristmas #ChrisBoyd #ReverendVincentDaily #ChristmasSpirit #FaithAndJoy #SomethingMoreWithChrisBoyd #ChristmasReflections #PeaceDuringChristmas #ModernFaithMedia...2023-12-2525 minSomething More with Chris BoydAmerican Red Cross: Strengthening Communities and Saving LivesBarbara Cotton who is the Executive Director, Southeastern Massachusetts for the American Red Cross joins Chris Boyd and Jeff Perry to discuss the 5 Lines of Service that Red Cross volunteers work to deliver. Director Cotton shares stories about providing relief services to local Cape Cod families after fires and other support provided to those in crisis. The conversation goes further to ways the Red Cross helps families and communities prepare for emergencies, including weather related situations and the subsequent need for community shelters. Other areas discussed are blood donations, CPR training, services...2023-12-0824 minSomething More with Chris BoydRemembering Charlie Munger: Lessons from a Wise InvestorBrian Regan, Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode to discuss the life and recent passing of Charlie Munger who was an American businessman, investor, and philanthropist. Until his recent death, Mr. Munger was vice chairman of Berkshire Hathaway, which is controlled by Warren Buffett. Brian starts off by sharing some of the personal and professional history of Mr. Munger and how he and Warren Buffet became close friends and business partners. Brian shares many of the financial lessons that he has learned from...2023-12-0423 minSomething More with Chris BoydNavigating the New Rules: Inheriting an IRA After Secure Act 2.0With all the changes in the rules concerning inheriting an Individual Retirement Account (IRA) since the passage of the Secure Act 2.0, Chris Boyd answers a series of listener and client questions. Co-host Jeff Perry starts off with a question whether someone taking a Required Minimum Distribution (RMD) from an IRA can also contribute (and deduct) to an IRA from earned income. The questions turn to how a beneficiary IRA distribution is handled before and after the effective date of the Secure Act 2.0. The dialogue continues with specific case scenarios and which rules apply...2023-12-0220 minSomething More with Chris BoydNavigating the US-China Relationship: Insights with Attorney Andrew SingerAttorney Andrew Singer joins Chris Boyd and Jeff Perry to discuss the current relationship between the United States and China. Attorney Singer who has studied in China and is the author of “China Sings to Me” discusses the evolution of the bilateral relationship between the United States and China after four decades of formal relations. He expands on the vitriol and blowback that people and organizations face who are trying to further a positive dialogue. Jeff quotes statistics from a Pew Research study that shows that most Americans have a negative view of Chin...2023-12-0125 minSomething More with Chris BoydMastering Investment Portfolio Construction with Brian ReganBrian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to...2023-11-2724 minSomething More with Chris BoydEstate Planning Essentials: Mistakes to Avoid and Family InvolvementIn this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the common documents used in estate planning. The conversation develops into the emotional side of the estate planning process and the suggested practice of including family members in the discussion. Scott shares a personal story where his own planning came into play and the lessons he learned. The...2023-11-2725 minSomething More with Chris BoydHoliday Shopping, Giving, and Financial PlanningWith 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...2023-11-2419 minSomething More with Chris BoydEd Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and RetirementCEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider accelerating IRA withdrawals now under the current tax rates. As the end of the year is fast approaching, Chris and Ed discuss the best options for Roth...2023-11-2429 minSomething More with Chris BoydEconomic Insights: Inflation Trends, Employment Data, and the Global LandscapeIn 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...2023-11-2020 minSomething More with Chris BoydExploring History: The Mayflower, Wampanoags, and the Origins of ThanksgivingAs 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 conversa...2023-11-2026 minSomething More with Chris BoydReal Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity ZonesIf 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 Tr...2023-11-1731 minSomething More with Chris BoydUnpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and SellersCEO 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...2023-11-1722 minSomething More with Chris BoydRetirement Readiness: Nest Eggs & Navigating RisksIn 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 questi...2023-11-1325 minSomething More with Chris BoydMassachusetts Tax Law Updates: Year-End Financial StrategiesWith 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...2023-11-1320 minSomething More with Chris BoydSaluting Service: Veteran Insights with John Alexander on Veterans DayTo 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...2023-11-1024 minSomething More with Chris BoydWhat to watch and what to ignore-"Washington Wise" host Michael TownsendCEO 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 ge...2023-11-1028 minSomething More with Chris BoydNew factoring into stock and bond marketsIn 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 an...2023-11-0625 minSomething More with Chris BoydEnd of the year; time to OptimizeAs 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 ea...2023-11-0623 minSomething More with Chris BoydThe Cost of Long-Term CareThe 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...2023-11-0324 minSomething More with Chris BoydChanges to Mass Estate Tax LawsCEO 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...2023-11-0324 minSomething More with Chris BoydBudget Deadline and a new speaker; what is happeningAsset 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 co...2023-10-2724 minSomething More with Chris BoydMarket update; Interest Rates, Unemployment, and other economic dataAsset 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...2023-10-2724 minSomething More with Chris BoydAre you really retired?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 working2023-10-1625 minSomething More with Chris BoydSemi-Retired Kind of LifeChris 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 lis...2023-10-0824 minSomething More with Chris BoydLiving with AlzheimersDr. 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...2023-10-0622 minSomething More with Chris BoydHey Boomers-you need a plan!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 lea...2023-10-0624 minSomething More with Chris BoydCredit Cycles Decoded: Investing Smart in High-Interest TimesSomething 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...2023-10-0227 minSomething More with Chris BoydFour Threats to the Distribution Phase of RetirementSomething 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, t...2023-09-2922 minSomething More with Chris BoydOn the Brink- The Government Shutdown & DebateSomething 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...2023-09-2821 minSomething More with Chris BoydThe New Fed Budget; What does it mean?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 li...2023-09-2724 minSomething More with Chris BoydBridges and Housing- Cape Cod Special Edition featuring Paul Nedzwicki CC Chamber 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, Ca...2023-09-1924 minSomething More with Chris BoydDecoding College Financial PlanningDelve 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...2023-09-1529 minSomething More with Chris BoydTrusts and Divorce with Keats 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...2023-09-1127 minSomething More with Chris BoydSomething More with Chris BoydAMR 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 fi...2023-08-3121 minSomething More with Chris BoydSomething More with Chris BoydAre 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 savi...2023-08-2922 minSomething More with Chris BoydSomething More with Chris BoydDave Sampson, VP of Cyber Risk and Strategy at Thrive joins to talk about Artificial Intelligence (AI) and cyber security risk. AI is a machine learning mechanism that feeds data into software through algorithms that analyze data and determines how to dynamically provide with feedback, or even actions, based on what it known or what you are telling them. It is a rapidly evolving technology – there are huge benefits, but also negatives that can happen if we are not watchful. The ability for AI to impersonate a person is real – scams will become more sophisticated so t...2023-08-2426 minSomething More with Chris BoydSomething More with Chris BoydIs there a viable presidential candidate in the crowd? Chris and Jeff discuss the August 23rd Republican primary debate. 8 members, who met certain thresholds, joined the debate of 12 candidates. They analyzed the performance of the candidates from their perspective. Currently, former President Trump is widely leading his GOP rivals in the polls. The next debate will be held on November 5th at the Regan Library. If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901. Something More wi...2023-08-2425 minSomething More with Chris BoydSomething More with Chris BoydSarah Daly and Kristen Boyd, along with Maria Raber, are chairs of this year’s 2023 Heroes In Transition gala. The 14th gala’s theme is Legacy of Love and will be held on Friday, September 22nd at the Coonamessett Inn in Falmouth. Heroes in Transition started in 2009, when Ken and Cyndy Jones lost their only son Captain Eric Jones in an Afghanistan helicopter crash. Since then, they continue to keep Eric’s legacy of service alive to active military members and veterans and their families through various programs that help develop a sense of community and resiliency for th...2023-08-2415 minSomething More with Chris BoydSomething More with Chris BoydFrank Frederickson joins Jeff Perry for a special Something More with Chris Boyd Cape Cod episode. Frank recently retired after 43 years with the Yarmouth Police Department, 12 as the Police Chief. Chief Frederickson showed his exceptional ability to lead in 2018, when Officer Sean Gannon was murdered and his canine was injured. Frank has taken on a new role as Director of Governmental Affairs for the Massachusetts Fraternal Order of Police. He talks with Jeff about some of the challenges that police face, what he plans to focus on, and how he is getting started. That includes...2023-08-1025 minSomething More with Chris BoydSomething More with Chris Boyd Chris Fitzgerald, General Manager of the Falmouth Commodores joined Something More with Chris Boyd to talk about the Cape Cod Baseball League and the Commodores. The Cape Cod Baseball League (CCBL) is comprised of 10 teams. They play 44 games per season (June and July) and the top 4 in each division go to the playoffs. 1 in 6 MLB players played in the Cape Cod Baseball League. Each team recruits 30 NCAA players from around the country. It’s a moving target with some players coming late due to college playoffs, some getting selected to play in Team USA, some get...2023-07-2023 minSomething More with Chris BoydSomething More with Chris BoydChris and Jeff talk about books and podcasts – and the Something More with Chris Boyd podcast now available on YouTube! They discuss the latest IRS scam where unclaimed tax notices are being mailed on what appears to be IRS letterhead. People are asked to fill out their Social Security number, etc. and provide a copy their driver’s license. Unfortunately, there are so many nefarious individuals out there trying to take advantage of trusting people. If you receive anything that does not appear to be legitimate, don’t respond immediately. In this case, get the actual...2023-07-0618 minSomething More with Chris BoydSomething More with Chris Boyd Attorney F. Keats Boyd, III, 2023-06-2131 minSomething More with Chris BoydEstate Planning Tax StrategiesCEO Chris Boyd is joined by brother Keats Boyd, who is an estate planning attorney on Cape Cod and president of Boyd & Boyd, P.C. Keats shares with us tools and techniques people can use for tax strategies if they make over a million dollars a year. They discuss estate planning contract considerations for second marriages, irrevocable trusts, and more.2023-02-1050 minSomething More with Chris BoydFinancial Planning Meets Estate Planning; Economy; Millionaire TaxHost and AMR CEO Chris Boyd, CFP®, is joined by his brother F Keats Boyd III, President of estate planning law firm Boyd & Boyd, P.C. Chris and Keats discuss synergies of financial planning and estate planning in the context of tax strategies. They go over estate planning considerations, the Massachusetts millionaire tax, and what this might mean for those with wealth and for those who aspire to build wealth in this nation. They also discuss the domestic and global implications of the most recent Fed rate hike, the current economic environment and how it might apply to your p...2023-02-0851 minSomething More with Chris Boyd15 Year Anniversary ShowOn this 15 Year Anniversary show, host, Chris Boyd, CFP®, is joined by AMR's Chief Investment Officer, Brian Regan, CFA®, and Chris's brother, F. Keats Boyd, III, President of Boyd & Boyd, PC. It's a fun, celebratory show packed with many guest callers and great commentary from the team.2022-05-091h 39Something More with Chris BoydEstate Planning & Generational Giving with Keats Boyd, J.D.Attorney Keats Boyd, J.D., joins us from Boyd & Boyd, P.C. to discuss estate planning as an estate settlement firm. Keats dives into topics from the best way to search for an estate planning firm to estate planning strategies. More on how to save money in estate planning situations, wills vs trust funds, and generational giving are discussed in further detail. 2021-11-2251 minSomething More with Chris BoydSomething More With Chris BoydNicole Spencer, Executive Director and Kristen Boyd, Board Member of Heroes in Transition join Chris. Heroes in Transition provides transitional support, home modification assistance, and financial assistance to veterans, military members, and their families. Kristen Boyd and Sarah Daley are Co-Chairs of the “Stronger Together” 12th Annual Heroes in Transition Fall Gala. The gala will be held on Saturday, November 6th at the Seacrest Resort in Falmouth, MA to raise funds in support of the troops. Tickets may be purchased at heroesintransition.org, which include a buffet dinner, speakers, and a live auction. 2021-10-0510 minSomething More with Chris BoydSomething More With Chris BoydChris and Brian discuss the increased cost in housing, cars, and other goods. Does this mean inflation? Brian answers clients' questions: “How high can the market go?” "Why are airline and cruise line stocks not going up?” Our interns Ryan Boyd and Ilya Boyd share their experience while working at AMR this summer.2021-08-1151 minSomething More with Chris BoydSomething More With Chris BoydScott reviews AMR's 360 financial planning process. This process intends to understand one's comprehensive picture in order to provide the best financial guidance in consideration of a clients financial and life goals. Jeff and Cathi discuss National Give Something Away Day. Don't forget to tell us about your favorite financial book by commenting to our July 15th Facebook post. You could win a copy of Susan B. Turnbull's "The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will" or a Something More with Chris Boyd coffee mug!2021-07-1951 min
Something More with Chris BoydSomething More With Chris BoydBill Zammer, owner of the Flying Bridge and other local restaurants made a significant contribution to the Cape Cod community. In tribute to him, Chris plays a “Something More With Chris Boyd” radio segment from September 2008, in which he interviewed Bill regarding his success.2021-07-0923 minSomething More with Chris BoydSomething More With Chris BoydF. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust. MAIN REASONS FOR AN ESTATE PLAN: Passing wealth at death Incapacity care planning Probate avoidance Asset protection Tax avoidance income and estate tax avoidance 2021-05-2448 minSomething More with Chris BoydSomething More With Chris BoydChris and Brian discuss the $2Trillion infrastructure bill and what's covered in it. F. Keats Boyd III, President of Boyd & Boyd P.C. joins to discuss the potential tax implications of the bill. Chris and Brian discuss investing in real estate - from home ownership, to property management, to REITs - and AMR's real estate portfolio. 2021-04-1225 minSomething More with Chris BoydSomething More With Chris BoydF. Keats Boyd, III, President of The Law Offices of Boyd & Boyd, P.C., joins Chris to share steps for establishing a stay-at-home plan for seniors: establish a revocable trust-based estate plan, a single-story living plan, and a care plan. They also discuss nursing home care, Covid-19, how Medicaid plans work, and more. 2021-03-2250 min
Something More with Chris BoydJ. Christopher BoydChris welcomes author Marcia Mantell for a lively discussion about Social Security. They address these important questions: Is Social Security going bust? Who is eligible for social security? What if you haven’t worked 40 quarters? Are spouses eligible? What if your divorced or widowed? What is the impact on Medicare eligibility? 2021-02-1552 min
Something More with Chris BoydSomething More With Chris BoydAlisa Magnotta, CEO, Housing Assistance Corp., talks about the demand for housing on Cape Cod and the changes that they have made to operate during the pandemic. Their Workforce Housing Fund helps people who are facing housing challenges during this time. Chris and Cathi talk about highlights from the 2020 radio program, including: - AMR and guests sharing insights on the markets, investing, and financial planning. Special topics focused on long-term care planning, widowhood, and divorce. - Many guests discussing the pandemic and programs to assist during this time. - Local business...2020-12-3146 min
Something More with Chris BoydSomething More With Chris Boyd70% of charitable giving occurs in November and December. Chris and F. Keats Boyd, President of Boyd and Boyd, P.C., discuss three smart ways to give this year: RMDs, Cash, and Appreciated Assets. They also talk about the difference between Spousal and Beneficiary IRAs, and why it might make sense to consider harvesting tax gains this year. 2020-12-1151 minSomething More with Chris BoydJ. Christopher BoydIs your 401(k) working as hard as you do? Chris and Scott talk about things to consider. AMR is offering a complementary 401(k) review. Learn more at https://amrfinancial.com/getting-started/ Mark Skala President of Cape and Islands United Way talks about the need and ways to give – their Annual Fund, Power of the Purse virtual event, or Puritan’s donation and discount. The AMR team wishes everyone a happy and safe Thanksgiving! 2020-11-2551 minSomething More with Chris BoydSomething More With Chris BoydChris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home Edition on November 6th. Melanie Braverman (Co-Founder of Alzheimer’s Family Support Center of Cape Cod tells about the services that they provide to help patients with cognitive decline and their caregivers.2020-10-2651 minSomething More with Chris BoydSomething More With Chris BoydA widower shares her story – both her financial and personal experiences. Keats Boyd III, President of boydandboydpc.com talks about proactive planning for accessing digital assets (social media, online photos and books, etc.) of a deceased family member.2020-09-2349 min
Something More with Chris BoydSomething More With Chris BoydKeats Boyd III, President of boydandboydpc.com, shares tips on #estate planning. There are many actions that need to be taken after the loss of a spouse – including taking inventory of estate documents, getting appraisals, re-titling documents, filing tax returns, and administering the trust. Chris answers a client’s question about investing in stocks.2020-09-1650 min
Something More with Chris BoydSomething More With Chris BoydCathi shares results of the state re-opening survey. Chris welcomes Brigadier General Christopher Faux of Joint Base Cape Cod. Scott and Chris share highlights from the recent AMR “Financial Planning in Pandemic webinar.2020-05-2554 min
THE 2% CLUBYour Success Matters - Chapter One - What does success mean to you?Check out chapter one of Christopher Boyd's brand new course, "Your Success Matters". For more information, or to order the entire course in print, go to www.yoursuccessmatters2020.com/success-course/
All Rights Reserved May 2020 Boyd Business Development
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Support this podcast: https://anchor.fm/christopher-boyd2/support2020-05-0407 min
Something More with Chris BoydSomething More With Chris BoydChris and F. Keats Boyd III, President at the Law Offices of Boyd & Boyd, P.C., discuss the importance of estate documents that one should have and estate planning opportunities to consider. 2020-04-2852 minSomething More with Chris BoydSomething More With Chris BoydChris and his Kristen Boyd welcome Sara Hines from Eight Cousins Bookstore in Falmouth and Val Royal from Brewster Bookstore to talk about books and reading. Both are independent stores, and sell books, audio tapes, and gifts for all members of the family. Local bookstores offer a community service by helping to match books to readers and hosting events (author signings, story times, book clubs). Sara and others started the Cape & Islands Book Store Trail in 2019, with participation from 21+ independent book stores on the Cape. AMR recently held a Q1 Economic & Market Outlook seminar for clients. The w...2020-01-2951 minSomething More with Chris BoydSomething More WIth Chris BoydChris and Keats Boyd take calls from the audience, and discuss the December jobs numbers and other financial news. Now that we are in the back end of economic expansion, it is a good time to review your portfolio asset allocation. Keats and Chris review the SECURE Act, and some of the tactics to protect personal and inherited retirement accounts.2020-01-141h 42Something More with Chris BoydSomething More With Chris BoydChris welcomes Attorney Keats Boyd to talk about the SECURE (Setting Every Community up for Retirement Enhancement) Act, a series of rules that modify how retirement accounts are handled. Some extend the age in which for IRA contributions can be made or requirement minimum distributions must be taken. Others have more adverse effects, that can possibly be minimized with proper planning. Chris, Brian, and Scott from AMR discuss financial news including Brexit, China Tariffs, impeachment and the upcoming election, the Santa Claus Rally and Window Dressing, and Roth IRAs.2020-01-0252 minSomething More with Chris BoydOctober 12, 2019 - Scott Birmingham and Atty. F. Keats Boyd IIIHave you maxed out your 401K? Taken your Required Minimum Distribution? Planned for Charitable Giving? Chris and AMR's Scott Birmingham discuss year end planning issues. Then Chris' brother, Atty. Keats Boyd, joins the show to discuss if Congress will terminate the Stretch IRA as a result of the proposed SECURE Act. #stretchIRA #SECUREAct #charitable giving #RMDs #lossharvesting #401Ks2019-10-1751 minSomething More with Chris BoydSaturday, September 21, 2019 - Atty F. Keats Boyd IIIChris discusses current events & global aging & its economic impact before being joined by Atty. Keats Boyd to discuss the upcoming estate planning seminars. For more information or to register for a seminar, visit https://amrfinancial.com/seminar/. #estateplanning #demographics #globalaging #financialplanning #portfoliomanagement2019-09-2348 min
Something More with Chris BoydSaturday, May 4, 2019 Atty. F. Keats & the staff of Boyd-Boyd & Boyd PCSMwCB celebrates 12 years of broadcasting & it's seminar season! Chris & Lisa welcome Atty. F. Keats Boyd & his new team to the show! Did you know that it is National Elder Law Month? Atty. Boyd kicks off his 2019 Spring & Summer seminar season calendar, the 5 building blocks to think about when dealing with estate planning. He also shares ideas on revocable v.s. irrevocable trusts, income tax, SALT deductions & more! Interested in a seminar, visit; www.boydandboydpc.com.2019-05-0650 min
Something More with Chris BoydSaturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PCIn the first hour, Chris welcomes Atty's F.Keats Boyd III & Thomas Wertman of Boyd & Boyd PC to the show! They discuss Estate Planning, thresholds for Estate Tax, & what is "basis step-up." Atty. Wertman shares information on Estate Administration & the importance of having a professional involved, including what some of the pitfalls can be. Check out boydandboydpc.com for new webinars and follow their YouTube channel at boydandboydpc. Great show! #boydandboydpc #estateplanning #estatetax #estateadministration2019-02-1148 min
Something More with Chris BoydSaturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLCChris kicks off the second hour the "January effect" in the markets, takes calls from our listeners in response to the trivia question from the first hour, which state has the highest percentage of millionaires per household.....#1 Maryland, #6 Massachusetts. Chris also reflects on recent financial shows, and the word "guarantee". He encourages the listeners to always be your "chief quarterback" & details what the meaning of a "surrender charge." #Januaryeffect #trivia #markets #cryptocurrency #millionaires2019-01-1649 min
Something More with Chris BoydSaturday, January 12, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLCIn the first hour, Chris recaps the weekly numbers & answers a great call from "Elliot" on cannabis investing. He also shares a great article from Ed Mazur titled "New Years Resolutions on Saving Money in 2019" including unexpected income, debit management & having "slush money." Chris closes the show with TRIVIA! Chris asks where does Massachusetts rank in the list of states with the highest concentration of millionaires? Listen to the second hour for answers! Great show! #cannabisstocks #savingmoney #millionaires #budgeting #Edmazur2019-01-1447 min
Something More with Chris BoydSaturday, January 5, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLCChris kick's off the second hour with a continued discussion on "The Offer"-a complimentary consultation/portfolio analysis offered by AMR! He details different scenarios as to why clients come to us & why the "Offer" is so helpful to your financial well-being. Chris talks "political news", the "shutdown", market volatility & the Apple earnings announcement & more! Interested in the Offer, email us at radio@amrfinancial.com. #Apple #shutdown #portfolioanalysis #markets2019-01-1149 min
Something More with Chris BoydSaturday, October 20, 2018 Atty. F. Keats Boyd III from Boyd & Boyd PCIn the first hour, Chris welcomes his brother, Atty. F. Keats Boyd III for National Estate Planning Awareness Week! They discuss trusts, beneficiaries, stretch-outs, retirement & income tax plans. Did you know 6 in 10 Americans do not have a will? Listen in! Visit: www.boydandboydpc.com for a free health care proxy template. #boydandboydpc #estateplanning #trusts #wills #healthcareproxy2018-10-2247 min
Something More with Chris BoydSaturday, April 28, 2018-F. Keats Boyd III from Boyd & Boyd PC, Robert Powell from TheStreet.com, Mike Burton from Slade Mortgage & Michelle DeSilva from Cape Cod Cares for the TroopsChris has a packed & exciting show featuring his brother and co-host Atty. F. Keats Boyd III from Boyd & Boyd PC to launch their upcoming seminar season! In the first hour, Robert Powell-"Mr.Retirement", journalist and writer for Retirement Daily on TheStreet.com calls in. He shares with the listeners details of his new electronic newsletter and how to subscribe. They share their insights from the 2018 FPA Annual Conference. Mike Burton calls in with the Slade Mortgage Minute featuring a piece that was shown on NBC Nightly News on Reverse Mortgages. Keats shares information on tax law changes and t...2018-04-301h 41
Something More with Chris BoydSaturday, March 31, 2018 Chris Konstantinos-Director of International Management-Riverfront Investment Group & F.Keats Boyd III from Boyd & Boyd PCListen in for 2 previously recorded "Best Of" interviews with Chris Konstantinos, Director of International Management from the Riverfront Investment Group, a Global Asset Allocator & F. Keats Boyd III from Boyd & Boyd PC. In the first interview they share their thoughts on the 2018 Equity Outlook, "price matters", creditable trend lines, bond markets, US Equity Market data, International stocks and more! In the second hour, Chris interviews his brother, F. Keats Boyd III on the 2018 tax law changes he titled "This Changes Everything." Great interviews!2018-04-051h 31
Something More with Chris BoydSaturday, January 27, 2018 Maryann Murphy, MSW,CPO, Speaker, Trainer, Professional Organizer & F. Keats Boyd fromBoyd & Boyd PCWhat an exciting and informative show! Chris welcomes Maryann Murphy, MSW, CPO, Organizer, Trainer, Professional Organizer & Author to the show to launch her new book, STOP Wasting Your Precious Time "60 Easy Strategies for Eliminating your Biggest Time Wasters at Work!" She shares with the listeners a series of strategies to assist you with information overload, interruptions & distractions, unproductive meetings, and more! Interested in a preview copy, go to www.maryannmurphy.com, & click on Stop Wasting Time book. In the second hour, F. Keats Boyd talks about his latest seminar, " This Changes Everything." A seminar focused on the new tax law...2018-01-291h 41
Something More with Chris BoydSaturday, November 18, 2017 Jung-Ho Pac-Cape Symphony-Artistic Director & Conductor, Atty. F.Keats Boyd-Boyd & Boyd PCChris has an exciting show! Chris talks with Atty. F. Keats Boyd from Boyd & Boyd PC on the current situation with the new tax law changes in the Senate. Keats explains to the listeners changes in the different tax "brackets" proposed by the House and Senate, as well as other proposed tax law changes. Rob Foos calls in with the Slade Mortgage Minute. He discusses the costs of home ownership, and how to be prepared for the mortgage process. In the second hour, Jung-Ho Pac, Artistic Director & Conductor shares the Holiday Pops concert schedule! He also shares the financial side o...2017-11-211h 38
Something More with Chris BoydSaturday, September 9, 2017 Guest F. Keats Boyd III & Mike Burton from Slade MortgageChris welcome listeners to call the show at 508.771.8900! He discusses a variety of topics including Hurricane Irma, impacts on the economy from natural disasters, fuel costs, inflation and more. Chris reflects on the 9-11 anniversary. Chris talks markets and reads from the mailbag! Mike Burton calls in with the Slade Mortage Minute. In the second hour, Chris welcomes his brother, F. Keats Boyd III from Boyd & Boyd PC to announce the roll out of "Estate Planning" seminar season! You can find their schedule on www.boydandboydpc.com. Note Saturday seminars are at 2 pm not 10 am as listed on the web...2017-09-121h 41
Something More with Chris BoydSaturday, August 19, 2017 Mike Burton and Lisa Laine Host!Mike Burton from Slade Mortgage & Lisa Laine from AMR host the show! Mike discusses the financial markets for the week including mortgage rates. He shares great information on reverse mortgages and first time home buyer loans. Mike shares with the audience the tax benefits of owning a home. Lisa shares the great benefits of volunteering. The 2nd hour is a special tribute. Following the passing of their father, F. Keats Boyd, Jr., the founder of Boyd & Boyd PC, Chris & Keats (III) share their thoughts about their special dad before a re-airing of Chris' 2009 interview of his father. We hope you...2017-08-301h 41Something More with Chris BoydSaturday, May 20, 2017 J. Christopher Boyd and Attorney F. Keats BoydIt's seminar season with the Boyd brothers! Chris welcomes Attorney F. Keats Boyd from Boyd & Boyd P.C who specializes in Estate Planning. Chris encourages the listeners to call in with questions! He shares with the audience a client experience pertaining to estate planning & irrevocable trusts. Keats shares with the listeners information regarding nursing home care, and the costs associated with it. Chris discusses the upcoming educational seminars by Boyd & Boyd P.C. surrounding wills & trusts, estate & tax planning. In the second hour, Chris shares his thoughts and commentary encompassing the markets and economy. He talks about last weeks...2017-05-221h 42Something More with Chris BoydAugust 6, 2016 - Attorney Keats Boyd and Mashpee ChamberChris begins this week's show with a conversation with Mike Burton of Slade Mortgage about markets and mortgages. Next, Chris shares some insights he learned at the First Trust conference he recently attended in Chicago. In a world of 24 hour news and nonstop political division, he turns the focus on to some of the things that make America great. In the second hour, Chris welcomes his brother, Attorney Keats Boyd, back to the show. Keats talks about recent case law that is important for estate planning. How can people protect their heirs from unexpected risks? Finally, Mary Lou Palumbo i...2016-08-091h 42Something More with Chris BoydJune 4, 2016 - Co-Host F. Keats Boyd III and Jamie ReganChris welcomes his brother, estate planning attorney F. Keats Boyd III, to the co-host seat on this week's Something More. They talk about their upcoming joint seminar on how to avoid common IRA mistakes. They also welcome guest Jamie Regan, a realtor with Robert Paul Properties. Jamie discusses the current state of today's real estate market. Mike Burton is here with the Slade Mortgage Minute.2016-06-061h 42Something More with Chris BoydMarch 26, 2016- Bill Chapman and Attorney Keats BoydChris is joined by Bill Chapman of Chapman, Cole, and Gleason Funeral Homes in the first hour of this week's "Something More" to discuss planning for final expenses and the steps necessary to plan a funeral. In the second hour, Chris welcomes frequent show contributor Attorney Keats Boyd back for an estate planning discussion. Chris and Keats talk about different types of trusts, elder law, and the use of insurance in estate planning. Finally, Scott Liebkemann is here with the Slade Mortgage Minute.2016-03-281h 42Something More with Chris BoydFebruary 27, 2016Something More with Chris Boyd - 1st hour John McAvoy, President of the Financial Planning Association of Massachusetts, discusses the financial planning process & the beneficial role of this industry organization. Mike Burton calls in with the Slade Mortgage Minute. In the 2nd hour - Chris and his brother Keats Boyd, of Boyd & Boyd PC talk politics. 2016-02-291h 41Something More with Chris BoydSeptember 12, 2015 - Attorney Keats Boyd Co-HostsEstate Planning Attorney Keats Boyd joins Chris on this week's edition of Something More. They begin the show with a discussion of the candidacy of Donald Trump before moving on to Keats' area of expertise: estate planning. Chris answers questions from the mailbag and offers market commentary before speaking with Mike Burton for the Slade Mortgage Minute.2015-09-141h 42Something More with Chris BoydAugust 22. 2015 - The Boyd Brothers, plus a BurtonChris welcomes his brother, Estate Planning Attorney Keats Boyd, and show sponsor Mike Burton of Slade Mortgage to this week's "Something More." Topics include commentary on the market correction, what caused the sell off, and tips on what investors should do; trust busting, upcoming Boyd and Boyd seminars, estate planning documents for college students; as well as mortgage rates and reverse mortgages.2015-08-281h 09Something More with Chris BoydMay 9, 2015 - The Boyd BrothersChris is joined in studio this week by his brother, estate planning attorney F. Keats Boyd III. Keats shares his expertise with our listeners on the potential benefits of creditor protection for heirs in estate planning, the potential need for an IRA Trust, and invites listeners to Boyd and Boyd's upcoming Estate Planning seminars. Chris gives an overview of the FPA MA annual conference and has a brief conversation with financial planning commentator Michael Kitces. Mike Burton closes out the show with a discussion of interest rates during the Slade Mortgage Minute.2015-05-111h 42Something More with Chris BoydJanuary 31, 2015 - Keats Boyd Co-hostsChris is joined by his brother, attorney Keats Boyd, on this week's edition of Something More. They discuss the blizzard, the markets, politics, and estate planning. Keats shares information about the Boyd and Boyd starter plan and IRA trusts.2015-02-021h 41