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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. 

May 24, 2024

What is it worth? – How does one put a value on collaborating with a good financial
advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin
the conversation by outlining the various roles of a financial advisor. Chris explains the
importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting
the right financial advisor. A wide range of topics are discussed including making the
decision when to retire, claiming social security, asset allocation, risk tolerance, estate
planning, tax planning, Roth conversions, retirement cash-flow projections, stress testing
a plan, and avoiding financial mistakes.
For more information or to reach Chris Boyd or Jeff Perry, click the below link: