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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, 2024

Election and Investing – Senior Portfolio Manager Brian Regan joins Jeff Perry for a
lively discussion about how the upcoming election may impact the markets and investors.
The podcast starts out with a review of how the stock market has performed under prior
Presidents. Brian shares detailed commentary of the likely...


Oct 25, 2024

Retirement Confidence – In this episode, Chris Boyd and Jeff Perry discuss the 34th
Annual Retirement Confidence Survey conducted by the Employee Benefit Research
Institute and Greenwald Research. Chris and Jeff dig into topics surveyed which include
responses about Social Security, pensions, IRAs/401Ks,...


Oct 21, 2024

End of Year Planning – Chris Boyd and Jeff Perry review financial planning and tax
strategies investors may wish to consider prior to the end of the year. Topics discussed
are RMD’s, estate planning, life insurance, charitable giving, deferring income,
accelerating expenses, capital gains/loss harvesting and...


Oct 18, 2024

College Planning – Part 2 – Chris Boyd and Jeff Perry introduce part two from their
recent College Planning webinar. In this segment, Chris and Jeff introduce Cozy
Wittman of College Inside Track. Cozy offers her thoughts on how to find the best “fit”
for your student in the college selection. In addition,...


Oct 14, 2024

College Planning – Part 1 – Chris Boyd and Jeff Perry introduce the first of two
episodes from their recent College Planning webinar. In this segment, Chris and Jeff
discuss the current and future cost of college and whether college is still worth the cost.
Chris and Jeff then turn to the different ways to save and...