Preview Mode Links will not work in preview mode

Something More is a Financial Talk Show. 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. 

Jun 15, 2022

IAR and Host, Jeff Perry, JD, is joined by Paul Niedzwiecki, CEO of the Cape Cod Chamber of Commerce, to discuss current economic environments on Cape Cod. They talk about systemic problems on housing and the economy, mentioning labor supply shortages, population shifts, bridges, energy initiatives, and the Blue Economy. Paul explains how the Chamber is working to better such projects and programs, and gives his 2022 summer projects.

Director of Marketing, Cathi Ingersoll, and Lead Financial Planner, Scott Birmingham, CFP®, review AMR's most recent Financial Planning webinar, discussing key points from the team and guest speakers.

Scott answers a client question on whether converting a Roth IRA during a down market is a wise decision.