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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. 

Aug 20, 2021

Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider.

They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion, determine it is more beneficial to pay taxes now or later.