Preview Mode Links will not work in preview mode

Financial Talk Show airing Saturdays at 3pm, Eastern on NEWSRADIO WXTK 95.1 FM Cape Cod. 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. 

Jun 28, 2021

Jeff Perry shares lessons from his personal financial journey. He suggests:

  1. Writing down goals, amending them annually, and reviewing them quarterly to stay accountable.
  2. Do not get emotionally involved in an investment and know what you are investing in.
  3. Get professional help to review various scenarios and make sure you are on track.