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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

The 4% Rule for Retirement

Oct 30, 2023

Chris Boyd and Jeff Perry dig into the subject of the 4% rule of withdrawing funds from
retirement assets. The 4% rule is a popular retirement withdrawal strategy that
suggests retirees can withdraw the amount equal to 4% of their savings during the year
they retire and adjust for inflation or deflation each...


Bull and Bear cases for the markets

Oct 30, 2023

Chris Boyd and Jeff Perry welcome Chief Investment Officer Brian Regan for a review
of a recent Asset Management Resources webinar on the markets and the economy.
Brian reviews the year to date returns for various stock and bond benchmarks. When
discussing the 10-year Treasury, Brian reflects on the rate at which the...


Oct 27, 2023

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...


Oct 27, 2023

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...


Oct 23, 2023

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...