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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. 

Apr 12, 2024

Level 4 - Freedom – Chris Boyd and Jeff Perry continue their series about the 5 Levels
of Wealth (see related article linked below). For this segment, they move onto level 4 –
Freedom. Chris and Jeff discuss how Freedom means having the ability to cover
your current and future financial needs, and when working is more of a personal
choice than a financial need. Jeff emphasizes that reaching the freedom stage still
requires long-term planning, budgeting and lifestyle discipline. Chris talks about
why it is important to stress-test your financial plan, especially for the potential
need of long-term care.

For more information or to reach Chris Boyd or Jeff Perry, click the below link: