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Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

Aug 30, 2021

Chris talks with Dorian Mintzer, M.S.W., Ph.D., a well-known authority on retirement speaking and coaching. They discuss the importance of retiring from something and to something. Longer lifespans can be an opportunity to use skills in a new way.

Don’t internalize all of the myths about aging, keeping active and...

Aug 25, 2021

Jeff Perry hosts for Chris this week.

With students getting ready to go back to school, Jeff Tomaneng talks about ways that people save for college and how a 529 plan works.

Brian explains Fed tapering, which has been in the news recently. Tapering is the slowing down of quantitative easing that the Federal Reserve has...

Aug 20, 2021

Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider.

They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion,...

Aug 18, 2021

Chris, Jeff, and Cathi talk about the book “The Millionaire Next Door” and the difference between Wealth and Affluence. Wealth represents accumulated assets, whereas affluence is a lifestyle based on a high income. Wealth can be inherited or earned through a disciplined savings plan for people of any financial...

Aug 16, 2021

Chris and Cathi talk about National Financial Awareness Day on Saturday, August 14th.

Jeff Perry discusses the $1.2T Infrastructure bill and what’s included. He also talks about the $3.5T budget plan and what has to happen for it to be approved.

Chris answers a question from the client mailbag: “As a retiree, where...