Dec 30, 2023

New Year Resolutions – As the new year is upon us, Chris Boyd is joined by Scott
Birmingham and Jeff Perry to discuss an article on the Schwab website (see link below)
which highlights five steps that all investors should consider taking to help boost their
financial fitness in the new year. Chris, Scott, and Jeff...

Dec 29, 2023

7Has 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....

Dec 25, 2023

In the spirit of the holidays, Chris Boyd and Jeff Perry explore the stock market hopes for a “Santa Claus Rally.” The two discuss how and when the concept of a Santa Claus rally started and whether it is a valid market indicator. Chris and Jeff go on to review other frequently discussed times that markets are...

Dec 25, 2023

Chris 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,...

Dec 22, 2023

Lessons from people who hate retirement – In this segment Chris Boyd and Jeff
Perry review an article (see link below) from Bottomline magazine on why some people
are not happy in retirement. Chris and Jeff discuss the below list of the most common
mistakes made in retirement. Chris and Jeff also share their...