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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. 

Jul 13, 2022

IAR and Host, Jeff Perry, JD, and Co-host and CEO, Chris Boyd, CFP®, are joined by AMR's Lead Financial Planner, Scott Birmingham, CFP®, to discuss ways you can prepare for retirement. Scott explains the complexity behind the amount of money you should save for retirement and what variables you should consider.

Wealth Advisor, Jeff Tomaneng, CFP®, joins the conversation about bucket strategies - creating diverse money buckets for your various financial needs and foreseen expenses.

Chris and Jeff get into life insurance, covering how to decide whether a person needs it or not, how much life insurance a person needs, renting vs owning life insurance, types of life insurance, and how to do it in the context of a financial plan.