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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. 

Feb 10, 2025

How much can I take? – How retirees determine a safe withdrawal rate is one of the
most frequent questions clients ask their financial advisors. Chris Boyd, Jeff Perry, and
Russ Ball review a recent Morningstar article (see link below). The conversation
includes the pros and cons of relying on the standard rate of 4%...


Feb 7, 2025

Free Yourself – Chris Boyd, Jeff Perry, and Russ Ball dig into the value of time and
when engaging a financial advisor can have a meaningful impact on free time as well as
your financial plan. The trio share commentary how handing over the reins of your
portfolio can reclaim precious hours, rediscover your passions,...


Feb 3, 2025

What’s new for Social Security in 2025? – With some 73 million Americans relying on Social
Security for monthly income, there is a lot of interest in the recent changes to Social Security
benefits. Jeff Perry and Russ Ball discuss the recent updates, including the repeal of the Windfall
Elimination Provision (WEP),...


Jan 31, 2025

To convert or not…that is the question – If the title of this podcast captured your attention, let
us be clear from the outset that there will not be any religious recruitment efforts forthcoming.
What we will be digging into is the question of whether you should convert some or all of your
assets from a traditional...


Jan 27, 2025

Will your wishes be followed – Inspired by the HBO/MAX series The PITT, Chris Boyd, Jeff
Perry, and Russ Ball discuss the need for a comprehensive estate plan and how families can sadly
be torn apart without appropriate planning. Jeff reviews the foundational documents of an estate
plan. Chris and Russ outline the...