First in Massachusetts; MV Savings Bank with James Anthony
The 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 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
Retirement with the Jeff's
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
Retirement Red Zone with Scott Birmingham
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
Bridges 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, 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
Are you ready for retirement?
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
Decoding College Financial Planning
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
College Visits; What to ask?
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
Fear, Conspiracy & Navigating Alternative Investments
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
Treasury Bonds & Housing; Where are we?
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