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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. 

  1. All Episodes
  2. What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

What to Look for in a Financial Planner; Valentine's Spending; Couples Sharing Finances; Four Ways to Manage Personal Finance

Feb 16, 2022

The Team shares what to look for in a financial planner and the steps you should take when considering an advisor. Valentine's Day spending is discussed, sharing the difference in spending between generations.  

After, the team gets into how couples can share their financial accounts and responsibilities and the benefits of doing so. Along with that, AMR talks about four ways to manage personal finances by doing less.