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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 27, 2023

Host and IAR Jeff Perry, JD, is joined by AMR’s Marketing Director Cathi Ingersoll to present AMR’s upcoming Financial Planning webinar “SECURE Act 2.0 - 5 Most Important Takeaways.” AMR’s team of advisors will provide important takeaways for how this Act affects retirement savings and more.

Jeff is joined by AMR Wealth Advisor Jeff Tomaneng, CFP®, to discuss the most common problem in relationships related to money. Tomaneng talks about money values and the value of good financial communication within couples. The Jeffs then get into the benefits of having joint accounts with your spouse, but a reluctance for shared purchases and accounts for unmarried couples.