Sep 28, 2023
Chris Boyd and Jeff Perry invite James Anthony from Martha's Vineyard Savings Bank to discuss the bank's groundbreaking achievement: becoming the first bank in Massachusetts to earn B Corp Certification.
Key Takeaways:
- What is B Corp Certification? The hosts and James demystify what it means for a company, especially a...
Sep 27, 2023
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...
Sep 26, 2023
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...
Sep 25, 2023
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...
Sep 19, 2023
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...