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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. 

Oct 28, 2020

Chris welcomes Annalee Kruger, Founder and President of Care Right. Annalee is a geriatric family consultant and discusses challenges that seniors face and how having an aging plan can help.

Karen Gardner, Executive Director of Laurentide at Mashpee Commons, shares information about their senior living residence.


Oct 26, 2020

Chris welcomes Cyndy Jones (Founder), Nicole Spencer (Executive Director), and Kristen Boyd (Board Member) from Heroes in Transition to talk about the great work that they do to help veterans. They will be holding their 11th Annual Fall Gala At-Home Edition on November 6th.

Melanie Braverman (Co-Founder of Alzheimer’s...

Oct 21, 2020

Chris welcomes Amy Barao Kullar, Esquire, from Patricia Mello & Associates, LLC to talk about Medicaid planning. Medicaid (known as MA Health in Massachusetts) has requirements that must be met before coverage eligibility. Chris also talks with Christine Cross, Executive Director, Bridges by EPOCH at Mashpee, about...

Oct 18, 2020

Brian talks about the market in two acts – one of uncertainty over the next few months, and the other providing more stability after the elections and the Covid-19 vaccine trials progress. Chris welcomes Bob Tranchell from The Federal Savings Bank who shares how a HECM can make a house function like an IRA or 401k,...

Oct 14, 2020

AMR continues the long-term care discussion. Joy Tower, Regional Director, and Mary Ellen Greenfield, Culinary Director, of Maplewood join to talk about their senior living residences. Scott and Chris attended the national FPA Annual Conference 2020 to stay current on the latest financial planning resources....