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Financial Talk Show airing Saturdays at 6AM, Central on TALKRADIO 98.3WLAC Nashville and 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. 

May 26, 2021

Chris and Keats talk about three tax proposals and how they may affect estate planning:

  • President Biden’s Income Tax, Capital Gains, Social Security
  • Sander’s For the 99.5% Tax Act
  • Van Hollen’s Sensible Taxation and Equity Promotion (Step) Act of 2021

Chris and Cathi discuss financial mistakes to avoid in your 50s and 60s, including:

  • Spending Retirement Money Before Retirement
  • Retiring Too Soon
  • Relying Entirely on Social Security or Pension
  • Not Having an Estate Plan
  • Being Too Conservative with Investments
  • Doing Nothing