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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. 

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  2. Family Meetings

Family Meetings

Feb 16, 2024

Family Meetings – Chris Boyd and Jeff Perry welcome Robert Mauterstock of
Plan4Life to discuss when and why family members should be included financial
planning meetings. The trio discusses real-life situations where including family
members in meetings with financial advisors makes the most sense. Bob offers advice on
what types of information should be shared with your children and in what context. The
importance of estate planning is also highlighted.

 

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#FinancialTips

#FinancialInsights

#EstatePreparation

#FinanceForFamilies

 

 

Family Financial Planning

Estate Planning Advice

Financial Advisors Meetings

Involving Family in Finance