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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. 

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  2. Fall Financial Moves to Make

Fall Financial Moves to Make

Sep 27, 2021

Jeff Perry hosts this week as we mark the beginning of the Fall season discussing Fall financial tips/moves to make. 

Jeff is joined by Cathi Ingersoll, Jeff Tomaneng, and Scott Birmingham to discuss topics such as estate planning and Roth conversions.