Oct 4, 2024

Critical Financial Steps to Take Before You Retire – Chris Boyd and Jeff Perry discuss
a list of items that should be considered before you retire. On the top of the list is
figuring out what role working part-time will play after you retire from your fulltime
work. The conversation turns to Social Security planning...

Sep 30, 2024

Why Investors Missed Out on 15% – Chris Boyd and Jeff Perry open this episode with
an update on the opening of a new office location in Hyannis for the AMR Team. They
also discuss the recent Federal Budget deal and what it may mean after the November
election. Chris and Jeff next review a recent Morningstar...

Sep 27, 2024

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets – Jeff Perry
asks Chris Boyd about a recent news article that Chris was quote in. The
GoBankingRates article discusses how retirees can be prepared for inflation with forward
thinking and some simple financial strategies (see article at the link below)....

Sep 23, 2024

The Fed, Interest Rates, and the Market – Senior Portfolio Manager Brian Regan joins
Chris Boyd and Jeff Perry for a lively discussion about the recent interest rate cut by the
Federal Reserve. Chris asks Brian about the normalization of the yield curve and what it
may be telling investors. Brian also responds to...

Sep 20, 2024

Planning Retirement Income – Chris Boyd begins this episode with a reminder of the
upcoming webinar on college planning (see link below). Jeff Perry joins Chris to delve
into the complicated subject of planning income for your retirement. The discussion
starts with a review of how pensions and social security can...