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All Episodes

Something More with Chris Boyd — 988 episodes

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Title
1

Mailbag Episode: Real Questions on Taxes, Real Estate & Retirement Planning

2

Caught Between Growth and Risk: Navigating Today's Market Signals

3

Leadership Matters; sometimes more than investors realize

4

War, Markets, and the Strait of Hormuz: What Investors Need to Know Now

5

When Power of Attorney Isn't Enough: Real‑World Estate Challenges

6

Planning for the phone call that changes everything: Financial caregiving for aging parents

7

Are You Making These Retirement and College Savings Mistakes?

8

Should You Sell When Markets Go Down? Smart Decisions in Volatile Times

9

How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)

10

What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies

11

Turbulent Times: Markets, Oil, Inflation, and the Yield Curve

12

When Conflict Hits the Headlines: How Investors Can Stay Steady

13

Diving Deep on Social Security decisions with Marsha Mantell (part two)

14

What's in the Mailbag? Real Questions, Smart Financial Decisions

15

Social Security – Lightly Toasted, Not Burnt with Marsha Mantell

16

Mortgage Matters: Rates, Refinancing, and Smart Strategies for Today's Market

17

AI, Interest Rates, and the Road Ahead

18

AI vs. The Human Financial Planner:

19

Portfolio Positioning for 2026: Lessons, Risks, and Opportunities

20

Retire Overseas: Cost, Culture, and Considerations

21

Maximize Your Money in 2026: Retirement, Taxes & More

22

New Year, New Goals: Is it Time for a Second Opinion on Your Plan?

23

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce

24

Doctors do no harm: Navigating Wealth Management for Medical Professionals

25

Media Power Plays & Market Signals: Warner Bros Deal + In the News

26

Rebalancing for the Future: Why Your Portfolio Needs Attention Now

27

Predictions for 2026: Interest Rates, GDP, Stocks, Housing, and Economic Trends

28

Year-End Tax Strategies: Making the Most of the One Big Beautiful Bill

29

Stress Less, Live More: A Blueprint for a Fulfilling Retirement

30

Financial Planning or Product Pitch? How to Spot the Difference!

31

The Season of Giving: Charitable Strategies and Tax Tips for Year-End

32

Medicare Made Simple: Navigating Open Enrollment with Marcia Mantel

33

Planning for Long-Term Care: Costs, Risks & Smart Strategies

34

Markets, Fears & AI: What's Driving Today's Rally?

35

Shutdowns, 50-Year Mortgages, and Universal Life Insurance Pitfalls

36

"K" Shaped Economy: Market Momentum vs. Economic Headwinds

37

Stock Market Highs, Risks, and Uncertainty: Navigating Market Volatility

38

Market Crashes, AI, and Risk Management: A lot has changed since 1929

39

Smart Moves Before Year-End: Tax Strategies for Retirees & Investors

40

Markets, Shutdowns, Trumps trip to Asia

41

Retire Often: Mini-Retirements for a Richer Life with Jillian Johnsrud

42

Unlocking Business Wealth: Exit Planning & Financial Planner Standards with Paul Brahim

43

Compelling Reasons you Need a Financial Advisor

44

Touching the Third Rail of Politics - 7 ways to save Social Security

45

Year-End Financial Moves That Matter: RMDs, Roths & Tax-Smart Strategies

46

Tariffs, Tech & Turbulence: Navigating Q4 with Confidence

47

Beyond the Numbers: Finding Purpose in Retirement with Fritz Gilbert

48

Who You Gonna Call? ... Not Ghostbusters

49

Concentrated Stock & Capital Gains: Strategies to Manage Risk and Taxes

50

From Pensions to Long-Term Care: Insurance Planning That Works

51

The 0.01% Rule and Why Upward Mobility Feels Out of Reach

52

From Highs to Headwinds: Navigating the Economy's Crosscurrents

53

Digital Wrangling: Securing Your Online Legacy

54

In the News - Google's Court Ruling, Stablecoin Regulation, and Presidential Power

55

Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance

56

Maximize Your Match: Celebrating National 401(K) Day

57

Peace of Mind: Navigating Healthcare As You Age

58

Gold Fever: Myths, Memories, and Market Reality

59

Love, Legacy & Liquidity: How to Protect Your Wealth and Your Relationships

60

Fed Under Fire: Politics, Powell, and the Future of Monetary Policy

61

5 Questions to Answer Before Retiring Early

62

Alternative Assets in Retirement Plans: Good or Bad Idea?

63

Boomers, Benefits & the Budget: What's Next for Social Security?

64

Taxes, Tech & Tangents

65

Long-term Care Insurance: One size does not fit all

66

Mail Bag: Avoiding beneficiary IRA taxes, OBBB, tax deductions, and 529 planning

67

Portfolio Pitfalls: 5 Mistakes You Can't Afford to Make

68

Memories Over Money: A New Take on Wealth Transfer

69

When to Buy Municipal Bonds

70

OBBB Is Law, So What's In It?

71

Brian Regan is Focused on the 2nd Half

72

Taxes, Timing, and Total Wealth – A Holistic Approach

73

2025 At The Half – A Mid-Year Market Check-In

74

The Purpose Code

75

Climbing the Wall of Worry

76

Time to open the Mailbag; RMD's

77

IRA Age Milestones

78

Things to consider before buying a second home

79

Targets of Fraud

80

Best Books?

81

5 Biggest Stealth Retirement Costs

82

Don't Assume

83

One Big Beautiful Bill

84

Navigating Economic Waves: A Portfolio Strategy

85

IRA Beneficiaries: Who Inherits What and When?

86

Mail Bag; Expenses in retirement, caring for your estate, 49 and no retirement savings

87

College Planning

88

BUFFETT!

89

Yellin & the News

90

Raising a financially literate child

91

Annual reviews and why you need one

92

Mr. Market is both charming and bipolar

93

Federal Employees: Retirement & Layoffs

94

What's the Buzz? Recent Lessons

95

Do I need to know about NUAs?

96

GO SOMEWHERE - Colin Stroud

97

What A Week! So, Is It Over?

98

Tariffs and how they relate to an estate planning checkup

99

New Trump Tariffs and the Stock Market

100

What to do when a parent dies?

101

Recession?

102

Social Security: To start or not to start, that is the question

103

Donor Advised Funds

104

5 signs it is time to retire

105

It has been 5 years

106

Tax Time

107

Markets and Tariffs

108

Navigating aging care with Back Nine Nurses

109

Married Women Need to Pay Attention

110

Is 80% enough?

111

Family Planning – not what you are probably thinking?

112

Challenges to an early retirement

113

Fires - Are You Properly Covered?

114

How much can I take?

115

Free Yourself

116

What's new for Social Security in 2025?

117

To convert or not…that is the question

118

Will your wishes be followed

119

Navigating life's milestones

120

Trump's Taxes, Tariffs, Immigration & the Market

121

Dogs of the Dow

122

Want to Buy or Sell a Business?

123

Social Security Fairness

124

The rise of the ETF

125

A New Year

126

Do you have a Goal?

127

Annual Reviews/Know Your Numbers

128

Don't go broke in retirement

129

Not never, but be cautious

130

Retirement Income Strategies for the Long Haul

131

Elevate & Empower

132

Unpacking Social Security & Government Pensions

133

Bulls, Bears, and Pigs

134

Beware of Frauds and Scams

135

Small Business Saturday and Giving Tuesday

136

Mail Bag with Brian Regan; pros and cons of concentration

137

The Future of You

138

Lessons from Clients

139

Year-end tax planning

140

Where are Mortgage Rates headed?

141

The Case for International Investing with Nick Paul, MFS

142

Meaning of Money

143

RMD's and things to remember

144

Election and Investing

145

Retirement Confidence

146

End of Year Planning

147

College Planning – Part 2

148

College Planning – Part 1

149

The Survey Says; Retirement Lifestyle Study

150

Does China care about our elections?

151

Critical Financial Steps to Take Before You Retire

152

Why Investors Missed Out on 15%

153

10 Ways Retirees Can Be Better Prepared When Inflation Skyrockets

154

The Fed, Interest Rates, and the Market

155

Planning Retirement Income

156

What's moving the markets now?

157

Mail Bag; SIPC Coverage, SS Survivor Benefits, Retirement Second Opinions, Super-Funding a 529 Plan

158

Aging Plans with Annalee Kruger

159

International Day of Charity

160

Alphabet Soup

161

Take a moment, step back, and ask how do I want to be remembered?

162

Why we ask the questions we ask

163

Estate Planning

164

Is Money the Main Concern of Retirement?

165

Planning for College-Cozy Whitman

166

New RMD Rules are here

167

So Much in the News- Should investors worry?

168

Chris & Brian review the outlook for risk and opportunities

169

Social Security ins and outs Part 2 with Marcia Mantell

170

ERISA and Medicare with Marcia Mantell

171

Investment Fallacies

172

How likely are you to need Long-Term Care?

173

Which of these things doesn't belong

174

Including family in your financial planning

175

Inflation falling, markets rising

176

Lessons from the Morningstar Investor Conference

177

First half review of the markets for 2024

178

Misconceptions about your Money

179

Retirement: Income & Taxes

180

Gary Quinzel on Markets, Economy, and Election

181

Behavioral Wealth and Personal Finance

182

Pensions

183

Is Inflation Easing?

184

Scams and Schemes with Bob Powell

185

"R" or "D" who is better for your portfolio?

186

Feelings vs. Facts

187

The work-from-home stocks

188

Memorial Day Weekend and In the News

189

Duffy Health Center Update

190

Best Night - Cape Cod

191

What is it worth? The Value of an advisor

192

Cape Cod Housing Challenges

193

8 Ways to become poor in your Retirement

194

Should you worry about a declining birth rate?

195

What is the economic data telling us?

196

5 Conversations with your Financial Advisor

197

Earnings and what really matters

198

Mail Bag- Still working exception to 401Ks

199

The Retirement Smile

200

17th Anniversary & Changing Times

201

AI and the Human Element of Marketing

202

In the News this Week

203

Investors who are more like Gamblers

204

Wrap up - Stop Sabotaging Your Retirement Plans

205

In the News this week

206

Special Needs Planning

207

Financial Literacy

208

What's my Number?

209

Stop Sabotaging Your Retirement Plans

210

Looking Back/Looking Forward

211

Level 5 - Abundance

212

Should we worry about the dollar? Mailbag Questions

213

Market Observations/First Quarter- How are you looking?

214

Level 4 - Freedom

215

In the News

216

Mail Bag- Whole life insurance policy for college expenses

217

Tax Day is upon us

218

Level 3 - Security

219

The Survey Says

220

Paper Soldiers

221

Retirement Planning for Women

222

Level 2 - Strategy

223

The 5 Levels of Wealth

224

In the News

225

The Big 3 Risks to your Retirement

226

1,000!

227

More Rules of Thumb

228

What if you don't need your RMD?

229

Picking up the Pieces

230

In the News

231

Rules of Thumb

232

In the News

233

Tax Guide Offer

234

Are Interest Rates high or does it just feel like it?

235

What Warren Buffet says

236

Tax Talk 2024

237

Family Finances in 2024

238

Debt & Deficits

239

Do Financial Advisors Really Improve Retirement Readiness?

240

Government shut down

241

Mailbag Questions-Timeshare Beware

242

5 Worst things that harm your retirement plan

243

MailBag Questions- Illiquid Investments

244

Family Meetings

245

Valentine's Day and Healthy Marital Finances

246

In the news this week

247

"Live Long, Die Short"

248

State Street Global Advisors- Survey Says

249

Should you consider downsizing in retirement?

250

In the Financial News this week

251

What is moving the Market

252

Having Debt in Retirement?

253

The Magnificent 7! (not the movie)

254

In the News

255

What about Diversification for your $39B fund Mr. Gates?

256

Income Tax Dates and Planning

257

Long-Term Care Expenses

258

Investing in an Election Year

259

Bitcoin ETFs

260

Portfolio Concerns and Market Trends

261

Smart Money Moves and Practical Saving Tips

262

Wealth Enhancement Group's Client-Centric Approach

263

New Year's Financial Resolutions and Portfolio Review

264

Avoiding mistakes in retirement financial planning

265

2024 Market Outlook

266

$1M does not go as far as it used to

267

Market Trends, Inflation, Global Events, and More #YearInReview

268

New Year, New You: Mastering Goals

269

New Horizons: AMR & WEG Unite! A Dynamic Future with Chris Boyd & Team

270

New Year, New Finances

271

A Money Makeover; Chris Boyd's Portfolio Review

272

Santa Claus Rally?

273

Reflecting on Christmas

274

Lessons from people who hate retirement

275

Market Review and update

276

Retirement Checklist – Part 2

277

Something many people don't want to discuss

278

Data - Data – Data

279

Tax Season is right around the corner

280

Navigating Presidential Powers: From Patents to Politics

281

Risk Across Generations: A Financial Perspective

282

American Red Cross: Strengthening Communities and Saving Lives

283

Retirement Ready: The 10-Year Checklist

284

Remembering Charlie Munger: Lessons from a Wise Investor

285

Addressing Antisemitism: A Conversation with Rabbi Jonah Steinberg

286

Navigating the New Rules: Inheriting an IRA After Secure Act 2.0

287

Navigating the US-China Relationship: Insights with Attorney Andrew Singer

288

Estate Planning Essentials: Mistakes to Avoid and Family Involvement

289

Mastering Investment Portfolio Construction with Brian Regan

290

Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement

291

Holiday Shopping, Giving, and Financial Planning

292

Economic Insights: Inflation Trends, Employment Data, and the Global Landscape

293

Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving

294

Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones

295

Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers

296

Retirement Readiness: Nest Eggs & Navigating Risks

297

Massachusetts Tax Law Updates: Year-End Financial Strategies

298

What to watch and what to ignore-"Washington Wise" host Michael Townsend

299

Saluting Service: Veteran Insights with John Alexander on Veterans Day

300

New factoring into stock and bond markets

301

End of the year; time to Optimize

302

The Cost of Long-Term Care

303

Changes to Mass Estate Tax Laws

304

Budget Deadline and a new speaker; what is happening

305

Market update; Interest Rates, Unemployment, and other economic data

306

Mental Wellness and Housing; Mark Skala, Cape and Islands United Way

307

Roth IRA or HSA; Making the right choice

308

Divorcing after 50

309

Economy and Market Update; Geo-Politics, AI, Student Loan Repayment

310

Are you really retired?

311

Rising National Debt and Budget Deficits; Higher potential Bond rates

312

Financial Infidelity

313

Oil production with geo-political events

314

Semi-Retired Kind of Life

315

Living with Alzheimers

316

Hey Boomers-you need a plan!

317

Credit Cycles Decoded: Investing Smart in High-Interest Times

318

Four Threats to the Distribution Phase of Retirement

319

On the Brink- The Government Shutdown & Debate

320

Economic Ebb & Flow: Decoding GDP, Stocks, and Shopping Shifts

321

First in Massachusetts; MV Savings Bank with James Anthony

322

The New Fed Budget; What does it mean?

323

Retirement with the Jeff's

324

Retirement Red Zone with Scott Birmingham

325

Bridges and Housing- Cape Cod Special Edition featuring Paul Nedzwicki CC Chamber

326

Are you ready for retirement?

327

Decoding College Financial Planning

328

College Visits; What to ask?

329

Fear, Conspiracy & Navigating Alternative Investments

330

Treasury Bonds & Housing; Where are we?

331

Navigating Market Volatility

332

Trusts and Divorce with Keats

333

Are You in the 10%? Breaking Down Income Brackets and Where We Stand

334

Cape & Veteran's Outreach Center

335

Stretching Wealth in the Age of Longevity: Planning for a Century and Beyond

336

Market Update-Jobs?Inflation?

337

Investing on Artificial Intelligence

338

Are You Ready for the Retirement Red Zone?

339

Will AI save us or hurt us? Maybe a bit of both?

340

What did you think of the Republican presidential primary debate?

341

Cape Cod Special - Heroes in Transition Gala "Legacy of Love"

342

What's My Magic Retirement Number?

343

I'm Getting Divorced - Now What?

344

Are You Thinking About Retiring Early?

345

What Does Your Property & Casualty and Life Insurance Cover?

346

If You're Thinking About A Divorce...

347

Using Debt Intelligently - Is There Such a Thing?

348

College - Investing in the Future for College & What if your Financial Plan Doesn't Work?

349

CAPE COD EPISODE - Frank Frederickson, Govt. Affairs Director for the MA Fraternal Order of Police

350

What does fundamental analysis mean in measuring a given stock or the market?

351

Do You Have Control Over Your Finances?

352

How often should I review projections for my long-term financial plan?

353

Are you getting the most out of your financial advisor?

354

Positioning The Investment Portfolio - What Do We See Going Forward

355

Jeffrey Kleintop on the Global Economy - Opportunities & Risks

356

What Condition Our Economic Condition Is In

357

What To Do If You Win the Lottery

358

Medicare - Things to Know When Planning for Retirement

359

Cape Cod Baseball League and Falmouth Commodores Celebrate 100 Years

360

Is Money Causing You Stress?

361

Top Retirement Planning Mistakes

362

Retirement is an Outdated Concept

363

Don't Be Fooled By These Common Money Myths

364

What Does Your Homeowner's Insurance Cover?

365

What...another IRS scam?

366

Don't let personal biases drive investment decisions

367

So Where's the Recession?

368

Converting a 401(k) to IRA; What Money Matters Cause Marital Strife

369

Don't Make These Retirement Mistakes

370

Having the Crypto Convo with Ric Edelman

371

Do you have basic estate planning documents in place?

372

When do you need life insurance?

373

Super Concentrated Stock Market ; Father's Day Advice

374

Robert Powell, award-winning retirement planning journalist

375

Jeff Tomaneng, CFP®, Asian-American Voices in Financial Planning; Market Downturns; Republican Presidential Candidates

376

Scott Birmingham, Retirement Readiness Survey; Chris & Jeff, SEC Targets Crypto

377

Cape Cod Edition: Kristen Mitchell-Hughes, Cape Cod Chamber; Mark Skala, Cape & Islands United Way

378

Social Security poll; Withdrawing from retirement accounts for cashflow needs

379

Memorial Day Special: Rep. Steven Xiarhos, Gold Star Father; Michelle DeSilva, Cape Cod Cares for the Troops

380

Market performance & bias; lessons learned - allocation

381

David Walker, Former Comptroller General of the United States

382

Debt Ceiling; Financial Literacy; Social Security Reform

383

HerMoney's Jean Chatzky; Personal Finance

384

Mother's Day; Lessons Learned from Mom

385

Leveraging Debt; Realistic Rate of Return; Institutional Investing

386

Cape Cod Special: Nicole Spencer of Heroes in Transition, Ruck4HIT Race

387

16 Year Anniversary!; Federal Reserve; US Debt Ceiling

388

Economic/Market Update; Corporate Earnings; Investment Endorsements by Celebrities

389

Cost to Retire Comfortably; Importance of Local Elections; AMR Update

390

Social Security/Medicare (Part 2)

391

Social Security/Medicare (Part 1)

392

Politics with Texas State Rep Lamar Smith; Financial News

393

Reverse Mortgages with Bob Tranchell of The Federal Savings Bank

394

Financial Literacy; Money Supply; Roll Returns

395

Defining Easter with Pastor Ben Feldott; Financial Literacy Month

396

Real Estate and Mortgage Conditions with Annie Hart Cool and Savannah Fabbio

397

Financial Planning Advice; Gordon Moore, Moore's Law; Economy

398

Unethical Business Practice; RMDs; Client Lessons Learned

399

Climate Change; Risk Management; Credit Lending Measures; What Happens When a Bank/Firm Fails?

400

Demographics with Ken Gronbach; Tax Strategies

401

Recent Bank Failures, Market Response, CPI/Fed Expectations

402

Medicare Reform Pt. 2; How to Evaluate Your Financial Advisor; Massachusetts Heraldry

403

Market Conditions/Economy; Social Security & Medicare Reform

404

Boston (band) Bassist Tracy Ferrie; Portfolio Positioning & More

405

SECURE Act 2.0, 529 Plans, Roth; Will there be a Recession?

406

Geopolitics & Markets; Investment Ratios; Preparing for Retirement

407

SECURE Act 2.0 Webinar Info; Money Issues in Relationships

408

Financial Lessons Taken from Seinfeld

409

CPI; Stock Valuation; Cyber Security

410

Saving Goals; US Employment Data Implications; ChatGPT AI

411

Incomes and Costs of Living; Cashflow Planning

412

Estate Planning Tax Strategies

413

Financial Planning Meets Estate Planning; Economy; Millionaire Tax

414

Economic Outlook; Long Term Care Planning; Debt Management

415

GDP & Economic Reports; Bernie Madoff Ponzi Scheme & Ethical Business Practice

416

US Debt Ceiling; Preparing for a Long Retirement

417

2022 Analysis; 2023 Outlook; Investing/Financial Planning

418

Stock/Bond Investing; Diversification

419

CPI/Inflation; Big Lottery; 60/40 Asset Allocation

420

Worth Having a Financial Advisor?; Geopolitical Tensions on International Investments

421

Complimentary Portfolio Review; Employment & Federal Reserve; Secure Act 2.0

422

Secure Act 2.0; Cape Cod Times Needy Fund; AI; Protecting Your Money in 2023

423

2022-2023 Economy & Markets; Complimentary Portfolio Review

424

The Cape Cod Foundation; Origins/Stories of Hanukkah; Required Minimum Distributions

425

CPI/Federal Reserve; Inflation Effects on Retail Sales; FTX & Binance

426

ESG Investing; Santa Clause Rally; Are Commentators Worth Following?; Something More

427

Meaning of "Something More"; Employment Rates; ESG Investing

428

Cape & Islands United Way; Market & Financial News

429

Sheriff Cummings of Barnstable County; Holiday Shopping/Planning/Budgeting

430

Housing Security, Champ Homes; New World Order or Continued Global Economy?

431

Consumer Debt, Holiday Budgets; AAA: 2023 Travel Trends

432

Market Conditions and the Economy; Holiday - Toys for Tots

433

Founder & Chairman Dan Wolf of Cape Air; Entrepreneurship; Politics

434

The First Thanksgiving; Election Results

435

Economy, Inflation, Energy, CPI Report; Cryptocurrency

436

Veterans Day with Cape & Islands Veterans Outreach Center

437

Upcoming Massachusetts Elections with Matt Pitta

438

Q3 GDP, Earnings, Economy; Lost Retirement Accounts; 7 Things NOT To Do in Retirement

439

Long-term Care Planning

440

Tommy's Place - Non-profit for Kids Fighting Cancer; Immigration in America

441

Fear-Based Decisions; Market Update; Tax Bracket Adjustments; Europe

442

American Red Cross; Heroes In Transition Annual Gala; Massachusetts Election Questions

443

CPI Report; Q4 Economic & Market Outlook; Social Security Benefit Increase

444

Hurricane Ian Insurance Takeaways; National Financial Planning Month

445

European Economic Impact on US; "Liquidity Event"; US National Debt

446

Federal Reserve Discussion; Sandwich Town Clerk on Upcoming Elections

447

Customer Service Week; Financial Planning Logistics

448

Resources Review; RMDs; IRAs; MA Tax Refund; Reevaluating Risk Tolerance

449

9/21 Fed Meeting; Inflation; Bond Investing; Central Banks

450

College Planning & Admission Trends; High Risk Bonds

451

Market Environment, CPI, Inflation, Yield Curve

452

Investing Expressions to Heed or Not to Heed?; Protecting Retirement Income from Inflation

453

Job Market; Natural Gas/Oil; Rental Real Estate; Buffett Indicator; Market Drivers

454

Ideas Adjusting your Stock and Bond Portfolio; Client Insurance Inquiry

455

Chris's Birthday Celebration; Labor Day; Economic Market Drivers

456

Student Loan Forgiveness; 20 Ideas to Adjusting Your Stock and Bond Portfolio

457

Market and Economy; Meme Stocks

458

Cape Cod Canal Region Chamber of Commerce; Estate Planning Consideration

459

Inflation Reduction Act; Financial Advice from America's Founding Fathers

460

Summer Fun on Flexible Budgets; Dealing with Challenges in Retirement

461

Markets, Economy, Looking Ahead; Semiconductor Supply Chain; Inflation Reduction Act

462

Morningstar's Christine Benz & Jeffrey Ptak

463

Economic Market Retrospect & Outlook; Investor Psychology

464

Fear-Based Decision-Making; Purchases Retirees Almost Always Regret

465

Markets and Financial News; Real Estate and Home Mortgages

466

What Millionaires Do in Bear Markets; AMR's Financial Plan; Stress Testing your Financial Plan

467

Putting Context to Inflation; Bond Yields

468

Investor Psychology; Tips on Coping with Inflation; What to do When Leaving your Job

469

Inflation & PCE, US Dollar, "Finding Your Financial Advisor"

470

Preparing for Retirement; Bucket Strategies; Life Insurance

471

Economic & Market Update; Preparing for Retirement

472

Cape Cod Base Ball League - Falmouth Commodores; July Fourth Festivities

473

Community; Market Conditions; Inflation Fighting Ideas

474

Cape Cod's July 4th - CC Chamber of Commerce

475

Cape Cod Housing Market Outlooks Pt. 2

476

Cape Cod Housing Market Outlooks

477

Market Conditions; Financial Planning; Dr. David Kelly Clips

478

Market Outlook; On-Air Calls

479

Cape Cod Chamber of Commerce; AMR Webinar Review; Client Question

480

Market Outlook; Inflation; 2022 Travel Trends

481

Risk Tolerance; Reverse Mortgages; Business Etiquette Week

482

The Movies; OPEC & Oil Production; Financial Advisors

483

Memorial Day; Market Outlook; Client Questions; Summer Plans

484

Economic/Market Outlook; Memorial Day

485

Economic Conditions; Cutting Spending During Inflation; Upcoming AMR Events

486

Armed Forces Day; Ten Things Learned From 40 Years of Financial Planning; Bear Markets

487

Equity Market Challenges; Ten Things Learned from 40 Years of Financial Planning; National Guest Clips

488

Current Economy, Stock Market; Political Environments

489

15 Year Anniversary Show

490

Mailbag of Questions; 15 Years on the Radio

491

Retirement Planning; Financial Literacy

492

15 Year Anniversary; Expensive Politics; National Volunteer Month; Secure Act 2.0; Home Equity Line of Credit

493

Stock Updates; Living Paycheck to Paycheck; 4% Rule

494

Cape & Islands United Way

495

Quarterly Economic & Market Outlook

496

Financial Literacy 2.0

497

Financial Literacy

498

Secure Retirement; Geopolitics; Upcoming 15 Year Show Anniversary; The Great Resignation; Sullivan & Sullivan Auctioneers, LLC

499

Treasury Yield; Inflation & Money Supply; Economy

500

Client Portfolio Question; Tax Traps

501

Something More Mentoring; Economic Conditions Domestic + Abroad

502

Market News; Something More Mentoring; HIT Ruck Race

503

Helping Ukraine; Cybersecurity

504

Inflation & Retirement; Audit Triggers; Client Mailbag

505

Markets in Current Economic Conditions

506

Special Guest - Kristi Curling, People's Home Equity

507

Spending Your Kids Inheritance; Real Estate Mortgages

508

Ukraine/Russia War Geopolitical Implications

509

Ukraine/Russia; Client Mailbag; Special Guests from CC Chamber of Commerce and Tennessee Titans

510

Credit Freeze; Special Guest Bob Powell, CFP®

511

Budgeting & Debt in Retirement; Market News; Defining Alpha & Beta

512

Internet Scams; Mistakes when Hiring a Financial Advisor

513

What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

514

Preparing for the Unexpected; Celebrities who got Scammed

515

Talking to Your Kids about Money; Market News Updates

516

Tom Brady's Retirement; Talking to Your Spouse/Parents/Kids about Money

517

Tax Season Prep; What to Look For in a Financial Advisor

518

Market Fluctuations; Investing in Bonds/REITs; Real Estate in the Metaverse

519

Spouses Managing Incomes; Life Insurance

520

Complimentary Portfolio Review; Economic & Market Update

521

Economic & Market Update Webinar; Market News with CIO Brian Regan, CFA®

522

MLK Day, Pondering Financial Success in 2022

523

AMR Complimentary Portfolio Review; 2021 Top Financial News

524

2021 Market Performance; AMR Complimentary Portfolio Review

525

Setting Goals; 2021 Top News Events

526

AMR Complimentary Portfolio Review

527

Christmas Special: Reverend Jane Herring

528

Year-End Financial Planning Reminders; Budget Managing; Holiday Favorites

529

Fed Press Conference; Economic Trends; Closed-End Funds

530

Champ Homes; Cape Cod Foundation; Red Cross MA

531

Charitable Giving; Blockchain/Cryptocurrency; Housing Boom

532

Stock Volatility; iBonds; Philanthropic Giving

533

Protecting Finances from Inflation; Guide to Wealth; Remembering Phil Saviano

534

Market Volatility; Year End Planning; ETFs

535

Mutual Funds 101; Infrastructure Bill; ESG

536

Meet the AMR Team; Annalee Kruger with Care Right Inc.

537

Earnings Deep Dive with Brian Regan, CFA®

538

Zillow iBuying Failure

539

Cape Symphony with Michael Albaugh

540

Estate Planning & Generational Giving with Keats Boyd, J.D.

541

Assets to Give to Charity; Bonds 101; Annuities

542

Inflation; Infrastructure Bill; Investing Impacts

543

Stocks 101; How AMR Advisors Became Certified Financial Planners

544

AMR - Mailbag Q&A

545

Cape & Islands Veterans Outreach Center

546

Federal Reserve; America's Cash Glut; Bad Investment Habits to Break

547

Best of SMwCB - Qtrly. Economic & Market Update

548

Best of SMwCB - Risk Profiles, Market Drivers

549

Planning for Retirement; How AMR Advisors Became Certified Financial Planners

550

Client's Tax Questions; Adam Minsky, Student Loan Forgiveness

551

Holiday Budgeting; Cost of Owning a Pet

552

AMR Qtrly. Economic & Market Update

553

Ways to Become a Millionaire, Richest People in the U.S.

554

Bruce Monrad, Northeast Investor's Trust

555

How has the Pandemic Affected Retirement?

556

What to do with your 401(k)

557

Cape Cod - Heroes In Transition Fall Gala

558

Risk Profiles, Market Drivers

559

Analyzing Evergrande and Mailbag Questions

560

Fall Financial Moves to Make

561

ESG Investing; Couples Financial Planning; Qualified Charitable Distributions

562

House Tax Proposal; Social Security

563

911 Remembrance and Nashville News

564

Financial and Government Changes Since 911

565

Dorothy Savarese, Chair and CEO, Cape Cod 5; Mark Skala, CEO, Cape and Islands United Way

566

AMR commemorates 911; Brigadier General James LeFavor

567

Market concerns and overseas investments

568

Unemployment, Hottest Jobs

569

HR2

570

Dorian Mintzer, M.S.W., Ph.D. Revolutionize Retirement

571

529 Plans and Fed Tapering

572

How to Prepare for Retirement

573

AMR, Wealth vs. Affluence, Financial Trivia

574

AMR, National Financial Awareness Day, Infrastructure Bill and Budget Plan, Client Mailbag

575

AMR, Inflation, Market High, Travel Stocks, Interns

576

Michael Townsend, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

577

Kathy McNamara, CEO, Cape Cod Community College Education Foundation

578

Nicholas Membrillo, Senior Mortgage Lender at Peoples Home Equity in TN

579

AMR and Gretchen Arvanitopoulos, VP at CORD (Cape Organization for rights of the Disabled)

580

AMR, US Debt Ceiling and Infrastructure Deal

581

Life Expectancy, Widowhood, Annuity Costs, Unlimited Wealth

582

AMR, Economic & Market Update; Inflation

583

AMR - SMART goals, oil & energy prices, favorite financial book

584

AMR, 360 Financial Planning

585

AMR; Financial Planning For Divorce; Mailbag

586

AMR; Financial Planning Strategies in an Uncertain Tax Environment

587

William Zammer Tribute - Cape Cod Special Segment

588

AMR Margaritas & Money; Secure Act RMD Proposal

589

AMR, Stock Valuations, Real Estate Investments

590

AMR, Market Trends: S&P, Inflation, Foreign Investments

591

AMR; Jeff Perry's Financial Journey; Global Beatles Day

592

AMR, Saving for College, 529 Plans

593

Jayson Tinsley, Financial Aid at University of Maryland Global Campus

594

AMR, incapacity planning: family dynamics, preparation checklist

595

Annalee Kruger, Founder and President of Care Right, Inc., Caring for an Aging Family Member

596

AMR - Saving for Vacation, Mailbag Q&A; Chuck Nazarro, Chuck Nardozza, Managing Director of Travel Sales, AAA

597

AMR; Dave Sampson, Thrive; AMR, Shrinkflation

598

AMR - Memorial Day Observance and All Things Amazon

599

AMR, Financial Tips for Recent Graduates; Glenn Frank, "Your Encore Retirement Planning Guide - How to Balance Time, Money and Joy"

600

AMR, Topical Financial News: Exxon Mobile, Crypto-currency, Inflation

601

F. Keats Boyd, III, President of Boyd & Boyd PC, Estate Planning & Taxes; AMR, Financial Mistakes to Avoid in 50s & 60s

602

AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics

603

AMR 360 Financial Planning

604

AMR Active Allocation

605

Women's Financial Issues; Demographic Trends; Market Updates

606

AMR Spring Cleaning - Part 2

607

AMR, Spring Clean Your Finances

608

AMR, After the Pandemic; President Biden's Address to Congress

609

AMR, speculative investing, mailbag, Jeff Perry joins AMR

610

AMR's Quarterly Market & Economic Update webinar highlights; speculative investments

611

AMR, How to Create A Paycheck In Retirement

612

Jenny Jackson, Coldwell Banker Barnes, Nashville Real Estate Market

613

Deborah Schilling, William Raveis Real Estate, Cape Cod Real Estate Market

614

Ryan Tufts, Harbor One Mortgage, Refinancing; AMR, When to Buy a House?

615

AMR, $2T Infrastructure bill; F. Keats Boyd, Boyd & Boyd, P.C., Infrastructure bill tax impact; Brian, Real Estate Investing

616

AMR, Brian's Pet Peeves; Isabeau Miller, Beckon Homes

617

AMR, Investing Techniques

618

AMR, Being Tax Efficient

619

Maryanne Bombaugh, MD MSc MBA CPE, Covid-19 check in

620

AMR - Tax Planning; Bond Interest Rates

621

F. Keats Boyd, III, Law Offices of Boyd & Boyd, P.C., Stay-At-Home Plan for Seniors

622

AMR - Buying A New Car, Market Asset Areas

623

AMR, American Rescue Plan Act - inflation and debt

624

AMR - Contingency Planning, Affect of Pandemic on Retirement Planning

625

Douglas MacDonald, CEO and President, Murray and MacDonald Insurance Services

626

Author Marcia Mantell, Social Security Part 2

627

Author Marcia Mantell, Social Security

628

AMR - financial buckets, what to look for in a financial planner, the cost of love; Hira Rafiq, Verde Floral Design

629

AMR covers Robinhood, coronavirus vaccines, 360 Financial Planning and buckets

630

AMR, Financial Planning for Life Milestones Part 3

631

AMR discusses last week's market fluctuation and Bitcoin

632

Life Milestones Part 2 - AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage

633

Life Milestones Part 1 - Chris and Cathi, AMR; Annie Hart Cool, Sotheby's International; Ryan Tufts, Harbor One Mortgage

634

AMR, Financial Housekeeping Tips; Bill Blaisdell, Cape and Islands Veteran's Outreach Center

635

AMR, Quarterly Economic and Market Update; Complimentary Portfolio Review offer

636

AMR - Principles of Long-Term Investing, Portfolio Review; Sheriff Cummings, Barnstable County

637

AMR, Investing for Return

638

Brian Regan, 2020 Investment Lessons; Cheryl Rogers, President, On Course Training and Fitness

639

Chris, 2020 market highlights, AMR Complimentary Portfolio Review

640

Alisa Magnotta CEO, Housing Assistance Corp.; Chris and Cathi, 2020 Radio Program Highlights

641

Brian, Stimulus Program; Chris, AMR Complimentary Portfolio Review; Scott, 360 Financial Planning

642

Chris, Mike and Scott, Year-End Tax Tips; Barbara Cotton, Executive Director, American Red Cross-Southeastern MA

643

Chris and Brian, Purchasing Individual Stocks

644

AMR - stock buybacks, managing holiday debt

645

F. Keats Boyd, President, Boyd & Boyd, P.C., philanthropic giving

646

Kristin O'Malley, President and CEO, Cape Cod Foundation; Lisa Guyon, Exec. Director, WE CAN; AMR, How Couples Share Finances

647

AMR shares actions to take before year-end and how couples management finances.

648

Susan Huettner, Esq., Law Offices of Susan A. Huettner, PC; Scott, Divorce Financial Planning; Chris and Brian, AMR 2020 Portfolio Tactics

649

Chris & Brian, Covid-19 vaccines & Janet Yellen; Douglas MacDonald, President, Murray & MacDonald Insurance

650

AMR 401(k) complementary 401(k) Review; Mark Skala, President of Cape and Islands United Way

651

Skip Schweiss, President-elect of the Financial Planning Association; Brian Regan, AMR, NY Times Deal Book Summit

652

Robert Vandy, President, Advisors Insurance Brokers; Tammy Leone, Director, Cape Kid Meals

653

AMR - Chris & Brian - market review, Chris & Cathi long-term care recap

654

Bill Blaisdell, Joe Taylor, Anthony Encarnacion, Veterans Outreach Center; Chris & Cathi, MA Covid-19 Order #54

655

Chris and Brian, market reaction to elections, muni bonds, lessons learned

656

AMR - retirement savings, biological aging, Trump vs. Biden

657

Chris, voting & coronavirus numbers; Brian, investing in bonds

658

Annalee Kruger, Right Care; Maureen Gardner, Laurentide Mashpee Commons

659

Cyndy Jones, Nicole Spencer, Kristen Boyd, Heroes in Transition; Melanie Braverman, Alzheimer's Family Support Center of Cape Cod

660

Amy Barao Kullar, Esquire, Patricia Mello & Associates, P.C., Medicaid

661

AMR Q4 Economic & Market Outlook; Bob Tranchell, HECMs, The Federal Savings Bank

662

Joy Tower, Regional Director, Mary Ellen Greenfield, Culinary Director, Maplewood Senior Living; Chris and Scott, national FPA conference and social security question

663

Chris Boyd, traditional long-term care insurance; Robert Vandy, President of Advisors Insurance Brokers, hybrid insurance solutions

664

Joanna Lovely, Maplewood @ Mill Hill; Mike & Marcia Perna, Medicaid article; AMR, financial scams

665

Kurt Raber, Tim Sawyer, Todd Carson, Catalyst Architecture Interiors

666

Heath Hurd, Medicare: Countdown to 65

667

Matt Burke, Co-President, Cape Cod Five

668

Sheila McGlynn Faust, widowhood; Keats Boyd, III, digital assets

669

AMR, Widowhood Part 2 - Steps to take after the loss of a spouse

670

F. Keats Boyd, III, Boyd & Boyd P.C., Estate Planning for Widows and Widowers

671

AMR team, preparing finances for widowhood

672

Dan Wolf, Founder & CEO of Cape Air

673

Brandon Monk, Head of U.S. Plasma Derived Therapies, Takeda Pharmaceuticals

674

Scott Birmingham, AMR, Retirement Readiness

675

Bob Tranchell, HECM Senior Vice President, The Federal Savings Bank

676

AMR - markets under political administrations and insurance tips; Paul Tardif, Esq., promissory note for sold property

677

Chris and Brian discuss market value, investment trends, and tax policy under different administrations

678

Vinny deMacedo, Director of Regional Partnerships, Bridgewater State University

679

Julia Shields-Rutyna, Director of College Planning, MEFA

680

Megan Witton, Staff Scientist, Atlantic White Shark Conservancy; Brian discusses gold and silver

681

Brian Regan. markets in the pandemic and Govt. assistance; Betsey Sethares, Exec. Director, Cape Cod Times Needy Fund

682

AMR Team, Republican Senate Coronavirus Relief proposal, best ways to access cash

683

AMR Team, Q2 economy and corporate earnings

684

AMR team; Randy Hunt, MA State Representative

685

Julie Wagner, Asst. Publisher & Editor, Cape Cod Life

686

Jeff Riley, Commissioner for Secondary and Elementary Education for Commonwealth; Patricia DeBoer, Superintendent of Mashpee Public Schools

687

Jeff Perry, Special Sheriff for Barnstable County

688

Kerin Delaney, Acting Executive Director, Falmouth Service Center; AMR Team, How Coronavirus is Changing Retirement

689

Attorney F. Keats Boyd, III, President, Law Offices of Boyd & Boyd, P.C.

690

Mike Gannon, Gannon's Tavern; Kristen Mitchell-Hughes, Cape Cod Chamber

691

Brian Regan, AMR, H1 2020 Economic and Market Review

692

Brian Regan, AMR CIO, Real Estate Property; Annie Hart Cool, Sotheby's International Realty Cape Cod

693

Steve Buller, CFA®, Portfolio Manager, Fidelity

694

Bob Tranchell, The Federal Savings Bank; Judy Laster, Woods Hole Film Festival; Brian Regan, AMR Market Update

695

Christian Weller, PhD, UMass Boston McCormack Graduate School of Policy & Global Studies

696

Bill Blaisdell, Gina Giambusso, Joe Taylor; Cape & Islands Veteran's Outreach Center; Chris, Investing for Preservation

697

Lisa Oliver, President & CEO, The Cooperative Bank of Cape Cod

698

Dr. Amy D'Aprix, Susan Turnbull, Bob Mauterstock - Legacy Planning & Family Conversations

699

AMR financial questions; Attorney Susan Huettner, Divorce & Family Law

700

Stephanie Kelly, Exec. Director of Samaritans Cape Cod & Islands; Advice for recent Grads; AMR Mailbag

701

Kurt Czarnowski, Social Security, Part 2

702

Scott Birmingham and Chris, Retirement Readiness

703

Kurt Czarnowski, Social Security

704

AMR "Financial Planning in Pandemic" webinar; MichelleDeSilva, Cape Cod Cares for the Troops

705

Brigadier General Christopher Faux; AMR "To Open or Not" survey results & "Financial Planning In Pandemic" webinar highlights

706

Adam S. Minsky, Esq., student loan attorney; Kristin O'Malley, President & CEO, Cape Cod Foundation

707

Brian Regan, AMR Portfolio Manager

708

Cyndy Jones, Heroes In Transition; Annie Hart Cool, Justice of the Peace

709

AMR Quarterly Economic & Market Outlook

710

James Anthony, President & CEO, Martha's Vineyard Savings Bank; Bob Tranchell, SVP, The Federal Savings Bank

711

Karen Gardner, CEO, Community Health Center of Cape Cod; Dr. Don Accetta, Founder of Allergy & Asthma Care Taunton

712

F. Keats Boyd III, Law Offices of Boyd & Boyd P.C.

713

Chris Boyd discusses Active Allocation

714

Annie Hart Cool, Front Porch Project; Father David Mastrangelo

715

Scott Vandersall, Cape Cod Five; Dan Schwenk, CPA; Chris & Brian, Asset Management Resources

716

Mike Swaney, MA-Hire Cape & Islands; Alisa Magnotta, Housing Assistance Corp.

717

AMR discusses the CARES Act, current market conditions, and portfolio considerations.

718

Robert Nelson, MA Small Business Administration; Bob Tranchell, Federal Savings Bank

719

Matthew Ko, portfolio specialist, Multi-Asset Division, T. Rowe Price

720

Graham Silliman, Managing Partner of Better Foods LLC; Wendy Northcross, CEO of Cape Cod Chamber of Commerce

721

Chris Boyd - financial consideration in today's environment; Jennifer A Goldman - work at home best practices

722

Ruth Provost, Boys & Girls Club of Cape Cod; Gretchen Murphy, Dowling & O'Neil Group

723

Chris and Brian - Coronavirus market impact

724

Barbara Cotton, Executive Director; Ken McGuire, Board Chair; Red Cross - Cape, Islands and Southeast MA chapter

725

March 9, 2020 - AMR Team talk about financial matters

726

March 9, 2020 - AMR Team talk about financial matters

727

Coronavirus and market impact

728

Wendy Northcross, CEO of the Cape Cod Chamber of Commerce

729

January 22, 2020 - Jeff Perry, Barnstable County Special Sheriff; Taylor White, Sandwich Town Clerk

730

Jeff Perry, Special Sheriff for Barnstable County; Representative WIll Crocker, Representative in 2nd Barnstable District; Judy Crocker, Republic State Committee Woman

731

Adam Howard, Visual Effects Supervisor; Matt Regan, Cape Cod CPR

732

AMR - financial news and mail bag questions

733

February 8, 2020 - Josh Flanders, Jacobi Reid - Bad Martha's Brewery

734

Chris and Brian - Financial News

735

Chris, Brian, and Scott - AMR Financial

736

Robert Vandy, Advisors Insurance Brokers

737

Kristin Boyd, AMR; Sara Hines, Eight Cousins Bookstore; Val Royal, Brewster Bookstore

738

January 25, 2020 - Daniel Schwenk, CPA

739

January 18, 2020 - Marie Stevenson

740

January 18, 2020 - Chris Boyd, Brian Regan, Scott BIrmingham; AMR FInancial

741

January 11, 2020 - Keats Boyd, Law Offices of Boyd & Boyd, P.C.

742

January 4, 2020 - Maryann Murphy; Jessica Riley-Norton, EVOKE Yoga

743

January 4, 2020 - Chris Boyd

744

December 28, 2019 - Attorney Keats Boyd, Law Offices of Boyd & Boyd, PC

745

December 28, 2019 - Jeffrey Tomaneng, Brad Wright, Kristin Beane - MA FInancial Planners Association

746

December 14, 2019 - Dr. Marie Bartham and Sheryll Reichwein, Heroes in Transition; Judith Goetz, Heritage Museums & Gardens

747

December 14, 2019 - Craig Mancusi, Rogers Gray

748

December 7, 2019 - Kristin Mitchell-Hughes

749

December 7, 2019 - Dan Smith

750

Mary Lou Palumbo, Mashpee Chamber; Kristin O'Malley, Cape Cod Foundation

751

November 30, 2019 - Mike Arone, State Street Global Advisors

752

November 23, 2019 – Mark Skala

753

November 23, 2019 – Jeff Perry and Steven Xiarhos

754

November 16, 2019 - Rob & Carol Cronin

755

November 16, 2019 - Hilary Green & Jamie Regan

756

November 9, 2019 - Veteran's Day Special (Hour 2)

757

November 9, 2019 - Veteran's Day Special (Hour 1)

758

November 2, 2019 - Jung-Ho Pak and Carol McLeod

759

October 26, 2019 - Cheryl Gayle of ESCCI

760

October 26, 2019 - Women's Club of New Seabury

761

October 19, 2019 - Will Crocker

762

October 19, 2019 - Sheriff Cummings

763

October 12, 2019 - Scott Birmingham and Atty. F. Keats Boyd III

764

October 12, 2019 - Andrew Gottlieb

765

October 5, 2019 - Financial Planning

766

October 5, 2019 - Market Review and Outlook

767

September 28, 2019 - AMR Staff

768

September 28, 2019 - Dan Schwenk, CPA

769

September 21, 2019 - Cyndy Jones and Nicole Spencer of Heroes in Transition

770

Saturday, September 21, 2019 - Atty F. Keats Boyd III

771

Saturday, September 14, 2019 Chris and the team from AMR

772

Saturday, September 14, 2019 Chris and the Team from AMR

773

Saturday, September 7, 2019 Peter Muise-Pres. & CEO, Patrick Neenan-VP of Residential Lending both of First Citizens Federal Credit Union & Alisa Magnotta-CEO-Housing Assistance Corp.

774

Saturday, September 7, 2018 MA-State Treasurer & Receiver General- Deborah B. Goldberg

775

Saturday, August 31, 2019 Kara Galvin-Executive Dir. of the C&I Workforce Dev. Board & Chris Flanagan-Exec. Dir. of the Home Builders & Remodelers Assoc.

776

Saturday, August 31, 2019 Lisa Guyon-Exec. Director & Karen Ryan-Comm. & Program Manager of WE CAN

777

Saturday, August 24, 2019 David C. Brown, Assist. Professor of Finance at the University of Arizonam AMR, ans

778

Saturday, August 24, 2019 Michelle Woodbrey CDP, CSA & Emily Rogue, LNHA-2Sisters Senior Living Advisors

779

Saturday, August 17, 2019 Bill Blaisdell & Gina Giambusso-Cape & Islands Veterans Outreach Center

780

Saturday, August 17, 2019 The Team of Asset Management Resources, LLC

781

Saturday, August 10, 2019 Susan Loucks, Executive Director- Neighborhood Falmouth

782

Saturday, August 10, 2019 The Team at Asset Management Resources, LLC

783

Saturday, August 3, 2019 FPA Members Bill Harris & Shaun Erickson, & State Representative, Matt Muratore

784

Saturday, August 3, 2019 Shawn DeLude, President-Nauset Disposal

785

Saturday, July 27, 2019 Julie Quintero-Schulz Director of Marketing-The Club at New Seabury

786

Saturday, July 27, 2019 Chris, Lisa and Scott from AMR

787

Saturday, July 20, 2019 John Lanza, Founder of The Money Mammals & Author-The Art of Allowance

788

Saturday, July 20, 2019 Mary Lou Palumbo-President, Mashpee Chamber of Commerce

789

Saturday, July 13, 2019 Chris Boyd from Asset Management Resources, LLC

790

Saturday, July 13, 2019 Bruce Monrad, Chairman & Trustee of Northeast Investors Trust

791

Saturday, July 6, 2019 Chris & the Team at Asset Management Resources

792

Saturday, July 6, 2019 Chris & the Team from AMR!

793

Saturday, June 29, 2019 Chris & the staff at Asset Management Resources, LLC

794

Saturday, June 22, 2019 Chris Adams-Chief of Staff, Cape Cod Chamber of Commerce & Bert Jackson-Dir. of Comm. Engagement, Cape Cod Blue Economy

795

Saturday, June 22, 2019 Chris Adams, Chief of Staff-Cape Cod Chamber of Commerce, & Bert Jackson, Dir. of Comm. Engagement-The Cape Cod Blue Economy

796

Saturday, June 15, 2019 Chris & the gang from AMR, & his son James Boyd

797

Saturday, June 15, 2019 Andrew Gottlieb, Executive Dir. Association to Preserve Cape Cod & Mashpee Selectman

798

Saturday, June 8, 2019 Dan Wolf-Founder & CEO of Cape Air; Mark Skala-President & CEO -Cape & Islands United Way

799

Saturday, June 8, 2019 Dan Wolf-Founder & CEO of Cape Air

800

Saturday, June 1, 2019 State Representative & CPA Randy Hunt

801

Saturday, May 25, 2019 Alisa Galazzi-CEO & David Quinn-Dir. of Housing Development-the Housing Assistance Corporation

802

Saturday, May 25, 2019 Brian Dobbis-Director of Retirement Solutions - Lord Abbett & Co.

803

May 18, 2019 - AMR Staff Discusses Financial Planning Process and Market Updates

804

Saturday, May 11, 2019 Special Sheriff-Barnstable County-Jeff Perry

805

Saturday, May 4, 2019 Chris & the Team of AMR!

806

Saturday, May 4, 2019 Atty. F. Keats & the staff of Boyd-Boyd & Boyd PC

807

Saturday, April 27, 2019 Susan A Huettner, Esq.-Family Law attorney

808

Saturday, April 27, 2019 Megan Murphy-Founder-The Kindness Rocks Project

809

Saturday, April 20, 2019 Mark Perry PhD., AEI Scholar & Eric Steinhilber, Sales Coordinator for Everleigh Cape Cod

810

Saturday, April 20, 2019 State Senator & Assistant Majority Whip , Julian Cyr

811

Saturday, April 13, 2019 Mary Pat Fox-President-VOTF & Margaret Roylance-Trustee & Chair of the VOTF Finance Working Group

812

Saturday, April 13, 2019 Anne Barrett Doyle Co-Director Bishop Accountability

813

Saturday, April 6, 2019 Allison Schrager-Economist & Author of "An Economist Walks Into A Brothel"

814

Saturday, April 6, 2019 Catherine Nicholas-MP, CIO & Portfolio Manager-Nicholas Investment Partners

815

Saturday, March 30, 2019 Chris, Brian & Scott from AMR

816

Saturday, March 30, 2019 Lauren Barker, CEO of CCYP & Craig Orse-CCYP board member

817

Saturday, March 23, 2019 Annie Hart Cool-Sotheby's International Realty & Jeff Kobold-Fairway Mortgage

818

Saturday, March 23, 2019 Annie Hart Cool-Realtor-Sotheby's

819

Saturday, March 16, 2019 Chris, Lisa & Brian from AMR

820

Saturday, March 16,2019 Lisa Oliver, President & CEO of The Cooperative Bank of Cape Cod

821

Saturday, March 9, 2019 Christin Marshall, Executive Director, EforALL

822

Saturday, March 9, 2019 Daniel A. Schwenk, CPA

823

Saturday, March 1, 2019 Michelle Woodbrey-President & CEO of 2Sisters Living Advisors

824

Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price

825

Saturday, March 2, 2019 Scott Birmingham from AMR & Chris Dillon, VP at T.Rowe Price

826

Saturday, February 23, 2019 Lisa and Brian of Asset Management Resources, LLC

827

Saturday, February, 23, 2019 Chris Konstantinos, CFA, Chief Investment Strategist & Director of International Equity-Riverfront Investment Group

828

Saturday, February 16, 2019 Mark Skala, President & CEO of the Cape & Islands United Way

829

Saturday, February 16, 2019 Joe Tenaglia-Asset Allocation Strategist-Wisdom Tree & Mark Skala-Pres. & CEO Cape & Islands United Way

830

Saturday, February 9, 2019 Chris & Lisa of AMR

831

Saturday, February 9, 2018 Atty's F. Keats Boyd III & Thomas Wertman of Boyd & Boyd, PC

832

Saturday, February 2, 2019 Chris & The Staff of AMR

833

Saturday, February 2, 2019 Bruce H. Monrad-Chairman of the Trustees of Northeast Investors Trust

834

Saturday, January 26, 2019 Andrew Cipro-RVP of Carillton Towers & Abe Sheikh, CIO of Cougar Investments, Dorothy Savarese, President & CEO of CC5

835

Saturday, January 26, 2019 Atty. Matthew Lee, Partner at Tocci & Lee

836

Saturday, January 19, 2019 Chris, Lisa and Jack from AMR

837

Saturday, January 19, 2019 Daniel A. Schwenk-CPA, LLC

838

Saturday, January 12, 2019 J. Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

839

Saturday, January 12, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

840

Saturday, January 5, 2019 J.Christopher Boyd-Chief Investment Officer-Asset Management Resources, LLC

841

Saturday, January 5, 2019 Chris Boyd-Chief Investment Officer-Asset Management Resources, LLC

842

Saturday, December 29, 2018 Chris Boyd-CFP, CASL & Chief Investment Officer at Asset Management Resources, LLC

843

Saturday, December 30, 2018 Chris & the Staff of AMR

844

Saturday, December 22, 2018 Chris, the Staff of AMR & Mike Burton from Slade Mortgage

845

Saturday, December 15, 2018 Chris and the Staff of AMR

846

Saturday, December 15, 2018 Atty. Adam Minsky of the Law Office of Adam S. Minsky-Student Loan expert

847

Saturday, December 8, 2018 Kristen O'Malley-President & CEO of the Cape Cod Foundation

848

Saturday, December 8, 2018 Kevin Matthews, SVPP of iHeart Media-Cape Cod

849

Saturday, December 1, 2018 Mike Burton co-hosts, Hilary Greene-Executive Director-Cape & Islands American Red Cross

850

Saturday, December 1, 2018-Mike Burton co-hosts from Slade Mortgage

851

Saturday, November 24, 2018 Kristen Mitchell Hughes-VP of Tourism-CCCC & the Slade Mortgage Minute

852

Saturday, November 24, 2018 Dennis McCurdy, CIC, CFP from McCurdy Insurance

853

Saturday, November 17, 2018 - Adam Burnett and Denene Shimkus of CHAMP Homes

854

Saturday, November 17, 2018 Daniel A. Schwenk, CPA, LLC

855

Saturday, November 10, 2018- Mike Burton co-hosts, WE CAN Executive Director, Dianne Gauthier

856

Saturday, November 10, 2018 Mike Burton hosts, with the staff of AMR

857

Saturday, November 3, 2018- Peter Tedeschi, Congressional candidate for the 9th District-MA

858

Saturday, November 3, 2018 Panel from HAC-Alisa Galazzi, Anne Van Vleck & David Quinn, & Wendy Northcross from the Cape Cod Chamber

859

Saturday, October 27, 2018 -Bill Blaisdell & Regina Giambusso from The Veterans Outreach Center of the Cape & Islands

860

Saturday, October 27, 2018 -Chris & The Staff of AMR

861

Saturday, October 20, 2018 Ret. 4-star General Michael Hayden, Fmr. Dir. of the CIA and NSA️ & the staff of AMR

862

Saturday, October 20, 2018 Atty. F. Keats Boyd III from Boyd & Boyd PC

863

Saturday, October 13, 2018 Michelle DeSilva from Cape Cod Cares for the Troops

864

Saturday, October 13, 2018 Mike Burton from Slade Mortgage co-hosts

865

Saturday, October 6, 2018-Cyndy Jones & Nicole Spencer from Heroes in Transition ️

866

Saturday, October 6, 2018-Cyndy Jones & Nicole Spencer from Heroes in Transition ️

867

Saturday, October 6, 2018 Bruce Monrad, Portfolio Manager, Chairman & Trustee from Northeast Investors Trust

868

Saturday, September 29, 2018 Chris and the Staff of AMR

869

Saturday, September 29, 2018-The staff of AMR & Stephen D. Oliner, Economist, Scholar & Senior Adviser of AEI's Center on Housing Markets & Finance

870

Saturday, September 22, 2018 Chris & The Staff of AMR

871

Saturday, September 22, 2018 Joseph R. Antos, Ph.D, AEI Scholar in Healthcare & Retirement Policy

872

Saturday, September 15, 2018 Mike Burton Co-hosts with Chris

873

Saturday, September 15, 2018 Eric "Rick" Hanushek, Senior Fellow at the Hoover Institute-Stanford University, Mike Burton, Slade Mortgage co-hosts

874

Saturday, September 8, 2018 The staff of AMR & Andrew Gottlieb-Executive Director the APCC is back in the studio!

875

Saturday, September 8, 2018-AMR staff & Dr. Aparna Mathur, Resident Scholar in Economic Policy studies at the American Enterprise Institute

876

Saturday, September 1, 2018 John Pappalardo, CEO-Cape Cod Fishermen's Alliance

877

Saturday, September 1, 2018 Bob Mauterstock, CFP, ChFC, CLTC-Owner & Founder of Gift of Communication & Plan4Life, LLC & Scott Liebkemann of Slade Mortgage.

878

Saturday 25, 2018 Ray Tamasi, President & Founder of the Gosnold Innovation Center

879

Saturday, August 25, 2018 Mary Gaffney, Esq.-Estate & Medicaid planning

880

Saturday, August 18, 2018 Neal Holmgren-Solar Rising & Mike Burton calls in with the Slade Mortgage Minute

881

Saturday, August 18, 2018 Alex Brill-AEI Resident Fellow & Neal Holmgren from Solar Rising, Mike Burton with the Slade Mortgage Minute

882

Saturday, August 11, 2018 Host Kathy Schatzberg, CEO of Bearwell Strategies, Marilyn Nouri- "Bay to Sound Neighbors", Anne Grammar-Grandmothers Against Gun Violence & Margy Mahrdt- Moms Demand Action for Gun Sense in America

883

Saturday, August 11, 2018 Host Kathy Schatzberg & Rabbi David Freelund from the Cape Cod Synagogue

884

Saturday, August 4, 2018 Mike Burton hosts with the staff of AMR!

885

Saturday, August 4, 2018 Mike Burton from Slade Mortgage hosts with Brian & Lisa from AMR! Guests Chuck Lindberg -Regent Real Estate & Rebecca Moore Esq.

886

Saturday, July 28, 2018 Host Chris Boyd-Market Commentary, Insurance

887

Saturday, July 28, 2018 Hour 1-The "Fix" Coalition members-Wendy Northcross, Marie Oliva, Susan Moran & Melinda Galant

888

Saturday, July 21, 2018 Mike Burton and the SMM, Chris's commentary on stocks, bonds & more!

889

Saturday, July 21, 2018 Kara Galvin, Director of Youth Services-CIWDB & Michael Looney, Director of Career & Technical Education-Mashpee Public School district

890

Saturday, July 14, 2018 Chris and the Staff at AMR

891

Saturday, July 14, 2018 Chris and the staff of AMR

892

Saturday, July 7, 2018 Mike Burton-Slade Mortgage & Mary Lou Palumbo from the Mashpee Chamber of Commerce

893

Saturday, July 7, 2018 Mike Burton Co-hosts! William Blaisdell-BOD & Treasurer & Regina Giambusso-Executive Director-Cape & Islands Veterans Outreach Center

894

Saturday, June 30, 2018 MA-Attorney General Candidates Dan Shores and James "Jay" McMahon

895

Saturday, June 30, 2018 Chris is joined by Brian from AMR, & Kristen Mitchell-Hughes from the Cape Cod Chamber of Commerce

896

Saturday, June 23, 2018 Chris & the staff of AMR

897

Saturday, June 23, 2018 State Representative, Randy Hunt and the staff of AMR

898

Saturday, June 16, 2018 Brian Regan, CFA from AMR co-hosts with Chris

899

Saturday, June 16, 2018 Brian Regan from AMR & Catherine Spinelli-Director of Development at the MSPCA of Cape Cod

900

June 9, 2018 - John Flores and Laura Roskos

901

June 9, 2018 - Mike Burton and the AMR Staff

902

Saturday, June 2, 2018 Lauren Barker-Chief Executive Officer-CCYP, Inc. & Mike Burton-Slade Mortgage

903

Saturday, June 2, 2018 Lisa Leigh Connors-Editor in Chief -Cape Cod Magazine & Chatham Magazine

904

Saturday, May 26, 2018- Ret. US Air Force four star General & Former Director of the NSA & CIA Michael Hayden

905

Saturday, May 26th, 2018 Brian Regan & Lisa Laine from the AMR office! Mike Burton co-hosts from Slade Mortgage

906

Saturday, May 19, 2018 Daniel J. Galli-CFP & Principal at Daniel J. Galli & Associates

907

Saturday, May 12, 2018 Mike Byrnes from Byrnes Consulting

908

Saturday, May 12, 2018 Lisa Laine & Brian Regan from AMR!

909

Saturday, May 5, 2018 Lisa J. Oliver-President & CEO of The Cape Cod Cooperative Bank, Mike Burton with the Slade Mortgage Minute

910

Saturday, 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 Troops

911

Saturday, April 21, 2018 Bob Jones-President & Founder of Cape Cod Village; Jack & Maggie Biggane-The Mollie Biggane Melanoma Foundation

912

Saturday, April 14, 2018 Mike Burton- Co-Host, Slade Mortgage & Annie Hart Cool- Realtor, Sotheby's International Realty

913

Saturday, April 7, 2018 Bob Mauterstock, Author & Speaker & Brian J. Regan-AMR Portfolio Analyst

914

Saturday, March 31, 2018 Chris Konstantinos-Director of International Management-Riverfront Investment Group & F.Keats Boyd III from Boyd & Boyd PC

915

Saturday, March 24th, 2018 Roy Behren-President & Managing Member-Westchester Capital and Hilary Greene-Executive Director, American Red Cross-Cape, Islands & Southeast MA

916

Saturday, March 17th, 2018 St. Patricks Day-Dodd Kittsley-Director-Davis Advisors, Andrew Gottlieb, Executive Director-APCC & Mashpee Selectman-Mike Burton calls in with the Slade Mortgage Minute

917

Saturday, March 10th, 2018 Former State Senator & CEO of Cape Air-Dan Wolf, Larry Brown of Cape Cod Academy, Erich Stephens from Vineyard Wind

918

Saturday, March 3, 2018 Debi James-Leonard Insurance

919

Saturday, February 24, 2018 Jeff Perry hosts with guests State Representative-Randy Hunt, Republican Senate candidates Beth Lindstrom and John Kingston.

920

Saturday, February 17, 2018 Bruce Monrad-Trustee & Chairman of Northeast Investors Trust, Barbara Milligan-Cape & Islands United Way & Cindy Horgan-Cape Cod Children's Place

921

Saturday, February 10, 2018 Rob & Carol Cronin-Owners, Cape Cod Chocolatier, State Representative-Randy Hunt

922

Saturday, February 4, 2018 Mike Burton from Slade Mortgage hosts

923

Saturday, January 27, 2018 Maryann Murphy, MSW,CPO, Speaker, Trainer, Professional Organizer & F. Keats Boyd fromBoyd & Boyd PC

924

Ray L'Heureux-Director of Sales and Marketing-Maplewood at Mayflower Place & Mike Burton with the Slade Mortgage Minute

925

Saturday, January 13, 2018 Barbara Cotton-Regional Development Officer, Big Brothers Big Sisters of Cape Cod & Jim and Rick Penn of Puritan Cape Cod

926

Saturday, January 6, 2018 Bill Pavelich-PerspectivEdge, Business Performance Advisor

927

Saturday, December 30, 2017-Hilary Greene-American Red Cross Executive Director-Cape, Islands and Southeastern Ma

928

Saturday, December 23, 2017 Cape Cod Mall GM-Jason Huer & Cape Cod Church Sr. Pastor Ben Feldott

929

Saturday, December 16, 2017 Chris Konstantinos-Director of International Management-Riverfront Investment Group

930

Saturday, December 9th, 2017- Dr. John Cox, President, Cape Cod Community College-Mike Burton from Slade Mortgage co-hosts

931

Saturday, December 2, 2017-"HAC" members-Anne Van Vleck-Chief Dev. Officer & Laura Reckford-Dir. of Community Relations

932

Saturday, November 25, 2017 Kristin O'Malley, President & CEO The Cape Cod Foundation

933

Saturday, November 18, 2017 Jung-Ho Pac-Cape Symphony-Artistic Director & Conductor, Atty. F.Keats Boyd-Boyd & Boyd PC

934

Saturday, November 11, 2017 David Augustinho-Executive Director-Cape & Islands Workforce Development Board - Bill & Linda Zammer-Cape Cod Restaurants, Inc.

935

Saturday, November 4th, 2017 Barbara Milligan-President and CEO-Cape & Islands United Way Mike Burton co-hosts

936

Saturday, October 28, 2017-Andi Genzer-Executive Director & Karen Ryan-Programming & Communications Manager-WE CAN. Mike Burton co-hosts

937

Saturday, October 14, 2017-Cyndy Jones-Heroes in Transition, Bruce Monrad-Northeast Trust Investors and the Slade Mortgage Minute

938

Saturday, October 14, 2017- Market Discussion and Chip Faulkner-Director of Communications-Citizens for Limited Taxation

939

Special Columbus Day weekend show! Jeff Perry series interviews continues for MA Senate candidates.

940

Saturday, September 30, 2017 Host Mike Burton from Slade Mortgage and Lisa Laine from AMR

941

Saturday, September 23, 2017 Marybeth Breed, CFP & Sarah Newcomb-Behavioral Economist, Morningstar, Inc.

942

Saturday, September 16, 2017 Jeff Perry interviews MA State Senate candidate-Geoff Diehl

943

Saturday, September 9, 2017 Guest F. Keats Boyd III & Mike Burton from Slade Mortgage

944

Saturday, September 2, 2017-State Senator Vinnie deMacedo

945

Saturday, August 26th Gary Sheehan-Cape Medical Supply

946

Saturday, August 19, 2017 Mike Burton and Lisa Laine Host!

947

Saturday, August 12, 2017 Special Host - MA State Senator Randy Hunt -5th Barnstable District & guest Kurt Czarnowski-Social Security Expert

948

Saturday- August 5th, 2017 Maryann Murphy-MSW,CPO-Organize Your Life-Speaker-Trainer and Professional Organizer

949

Saturday, July 29, 2017-Amy Corcoran, Director-New England-Bonhams International Auctioneers & Appraisers

950

Saturday, July 22, 2017 Robert Mauterstock, CFP and Author & Marian Oost-Lievense-Senior Select Living Solutions

951

Saturday, July 15, 2017 Alison O'Leary Co-Author-So Close to Home and Inns and Adventures & Mike ans Marcia Perna-NYT article

952

Saturday, July 8th, 2017 Herb Montgomery, CFP and the Slade Mortgage Minute

953

Saturday, July 1, 2017 Michael Duff-American Cancer Society & the staff at AMR

954

Saturday, June 24, 2017 Co-Host Mike Burton from Slade Mortgage & Lisa Laine from AMR

955

Saturday, June 17, 2017 Atty. Susan Huettner, Undersecretary John Chapman, and Bill deSouza from the Cape Cod Chamber of Commerce

956

Saturday, June 10, 2017 CPA & State Representative -MA-5th Barnstable District Randy Hunt

957

Saturday, June 2, 2017 Guests David Augustinho-Executive Director-CIWIB & Jacob Stapledon-Community Educator-Children's Cove

958

Saturday, May 27, 2017 Co-Host Mike Burton and guest Michelle DaSilva from Cape Cod Cares for the Troops

959

Saturday, May 20, 2017 J. Christopher Boyd and Attorney F. Keats Boyd

960

Saturday, May 13, 2017 Chris Boyd and Ryan Hill from Asset Management Resources

961

Special Edition-10 year Anniversary Show of Something More with Chris Boyd

962

Saturday, March 29, 2017 -Bill & Beth Russell co-owners of SERVPRO of the Upper Cape Cod & The Islands

963

April 22, 2018- Bryan Whalen-Group Managing Director of TCW & Cyndy Jones, Nicole and Steve Spencer-Heroes in Transition

964

February 11, 2017 - Paula Murphy and Bill Harris

965

February 4, 2017 - Wendy Northcross of Cape Cod Chamber of Commerce

966

January 28, 2017 - Robert Mauterstock on the Aging Process

967

January 21, 2017 - Ray L'Heureux and Karen Foley

968

January 14, 2017 - Social Security Consultant Kurt Czarnowski

969

January 7, 2017 - Happy New Year

970

December 31, 2016 - Year in Review

971

December 10, 2016 - Mike Perna and Hilary Greene

972

December 3, 2016 - Barbara Milligan

973

November 26, 2016 - Mike Burton and Herb Montgomery

974

November 19, 2016 - Cheryl Kramer

975

November 12, 2016 - Javes Evans of Thompson Bond Fund

976

October 29, 2016 - Mark Alliegro

977

October 22, 2016 - David Vieira and Paul Hebert

978

October 15, 2016 - Ryan Hill and Mike Burton

979

October 8, 2016 - Matt Paradise and Will Crocker

980

October 1, 2016 - County Commissioner Candidate Panel

981

September 24, 2016 - Common Core, Marijuana, and FAFSA

982

September 17, 2016 - Ed Mazur, Jeff Perry, and Capt. Peter Monteiro

983

September 10, 2016 - General Michael Hayden

984

September 3, 2016 - Mark Alliegro

985

August 27, 2016 - Tony Schiavi and Jim Crocker

986

August 20, 2016

987

August 13, 2016 - Julian Cyr and Sheriff Jim Cummings

988

August 6, 2016 - Attorney Keats Boyd and Mashpee Chamber