Something More with Chris Boyd

Something More with Chris Boyd

"Something More with Chris Boyd" is a financial talk show where we talk about not only those important dollar and cents issues, but also the quality-of-life issues that make the money matters matter. In addition to speaking about investment and planning concerns, we often invite guests to join us. You can also hear us on Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod or live streamed on the iHeart app.


February 26, 2024 23 mins

Brian Regan joins the show to review recent updates on Inflation and what investors should make of these reports.  Also discussed are Debt & Deficits.  With $34 Trillion in US Debt and perhaps as much as $2 Billion per day cost of the debt service, Brian shares thoughts on the ongoing challenges need practical solutions. 

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With big earnings and stock movements from semiconductor makers, Brian Regan shared some insights into the industry, as well as how to invest smartly even if you weren’t in on the ground floor of some big market movers.  Chris also references American College of Financial Services survey reported on by Barron’s which answers the question, “Do Financial Advisors Really Improve Retirement Readiness?”  

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February 23, 2024 28 mins

Could a Government Shut Down be only days away?  Chris shares insights about the risks of a 3/1/24 deadline and what it should mean for investors if we do have a shut down.  Complicating negotiations are enormous deficits and growing debt.  Chris weighs in on declining global trade, the challenges of target date funds, and other items in this week’s news.

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February 19, 2024 25 mins

More Mail Bag Questions – Chris Boyd and Jeff Perry dig into more questions from
podcast and radio listeners. In this episode Chris discusses how too many investors are
chasing yield, which may actually be adding more risk than is perceived. Chris and Jeff
share their thoughts regarding total return versus income. The segment concludes with a
dialogue of the dangers and costs of buying and owning a timeshare.




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Survey of the five worst things that harm your retirement plan – Chris Boyd and
Jeff Perry discuss a recent nationwide survey which asked workers and retirees about
mistakes and major life events, and how it impacted their retirement. Chris and Jeff
review the top five results and offer specific commentary on how to avoid making these
mistakes and other ways to enhance your retirement financial plan. A copy of this article
can be f...

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February 16, 2024 22 mins

Chris Boyd and Jeff Perry dig into questions from
podcast and radio listeners. In this episode Jeff asks Chris about the merits of
UITs/Defined Portfolios, Closed-End Funds, & other illiquid types of investments. Jeff
also questions Chris about investment portfolios with an overly simplistic design, broad
balanced funds, and portfolios with a concentration in a single fund family.





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February 16, 2024 29 mins

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of
Plan4Life to discuss when and why family members should be included financial
planning meetings. The trio discusses real-life situations where including family
members in meetings with financial advisors makes the most sense. Bob offers advice on
what types of information should be shared with your children and in what context. The
importance of estate planni...

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Valentine’s Day and healthy marital finances With Valentine’s Day quickly approaching, Chris Boyd and Jeff Perry dig into why and how go...

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February 9, 2024 26 mins

Live Long, Die Short” – Chris Boyd and Jeff Perry welcome Dr. Roger Landry to the show. After a tw...

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February 9, 2024 25 mins

In the news this week – Chris Boyd and Jeff Perry start off the segment with a review of the record high level of stock market prices.  Chris and Jeff next talk about the u...

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Should you consider downsizing in retirement? – All in the context of a
comprehensive financial plan, the question of downsizing your home in retirement is
dynamic and personal. Chris Boyd and Jeff Perry discuss the pros and cons of whether to
downsize your residence in retirement. Over the course of the episode, Chris and Jeff
cover the financial considerations of cash-flow, operating costs, capital needs, income
taxes, and estate...

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February 5, 2024 23 mins

And the survey says… – Chris Boyd, Jeff Perry and Brian Regan dig into the details
of the State Street Global Advisors survey of more than 1,500 investors to better

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February 2, 2024 24 mins

In the Financial News this week – Never a lack of breaking financial news on the
minds of investors. Chris Boyd and Jeff Perry review a few stories from the past week,
starting off with the Federal Reserve’s decision to keep the Fed Funds rate steady. Jeff
reviews several employment reports that may show a slowdown in hiring. The pair next
discuss a House of Representatives vote which passed a bipartisan tax bill that would

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February 2, 2024 30 mins

What is moving the Market – Senior Portfolio Manager Brian Regan joins Chris
Boyd and Jeff Perry to review what has been moving the stock and bond markets
recently. Topics in this episode include the Federal Reserve interest rate decision, rising
tensions in the Middle East, geo-political impacts on trade and energy prices. The
segment concludes with a summary of a recent webinar presented by Chris and Brian,
which includes a conve...

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January 29, 2024 25 mins

While millions of Americans spend their working days dreaming about retirement, many fail to take the crucial financial steps they should...

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January 29, 2024 27 mins

Brian Regan joins Chris Boyd and Jeff Perry for this segment. The conversations starts with how the stock market has been breaking records under the leadership of the

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January 26, 2024 31 mins

In the News – Chris Boyd and Jeff Perry dig into some of the top stories in the news this past week. They begin their...

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12Chris Boyd introduces the topic of diversification in the world of personal financial planning. He reviews why diversification is a cornerstone practice for most investment portfolios.  Jeff Perry weighs in with comments regarding a recent news story (link provided below) which outlines how the

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January 22, 2024 22 mins

Do you know your income tax dates? – With the new year comes tax preparation

time. Chris Boyd outlines the key upcoming dates related to income taxes. Jeff Perry

joins Chris as the conversation goes into tax planning and making contributions to

retirement plans. The duo offers suggestions for when it is appropriate to change your

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January 22, 2024 29 mins

How to pay for long-term care expenses – Chris Boyd and Jeff Perry go into great

detail about the challenges of planning for long-term care. Chris starts the segment by

grouping people into three distinct categories. These groups are people with wealth to

cover the cost, those who will need to rely on public benefits, and the remainder who can

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