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Tag: retirement

May 16, 2015 – Bob Mauterstock, Jeff Davis, and David Augustinho

By on May 18, 2015 in Radio Show with 0 Comments

This week’s show is full of good information as Chris welcomes several guests to “Something More.” Author and advisor Bob Mauterstock talks about his book, Passing the Torch. He tells of important conversations retirees should have with their adult children to include them in the planning process. David Augustinho of the Cape Cod and Islands […]

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April 25, 2015 – Bret Stephens

By on May 14, 2015 in Radio Show with 0 Comments

Chris has a full show this week. He talks a bit about financial issues such as IRAs, variable annuities, long term care insurance, and mistakes people make which undermine their retirements. He also talks with author and journalist Bret Stephens about US foreign policy and the urge for isolationism vs the need for engagement. Madeline […]

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No Matter What Your Age, Your Social Security Statement Matters

By on May 13, 2015 in Newsletter Articles with 0 Comments
No Matter What Your Age, Your Social Security Statement Matters

Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features and benefits that Social Security offers. Since then, millions of Americans have reviewed their personalized statements to see a detailed record of their earnings, as well as estimates of retirement, survivor, and disability benefits […]

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Retirement Withdrawal Rates

By on May 13, 2015 in Featured, Newsletter Articles with 0 Comments
Retirement Withdrawal Rates

During your working years, you’ve probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable accounts. Your challenge during retirement is to convert those savings into an ongoing income stream that will provide adequate income throughout your retirement years.

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May 2, 2015 – Kathy Schatzberg

By on May 5, 2015 in Radio Show with 0 Comments

Kathy Schatzberg is Chris’ guest on this week’s “Something More.” They discuss the Marathon Bomber case and specifically the death penalty option. Later on, Chris offers some financial planning perspective and advises listeners not to let fear get in the way of their planning. Other topics include the virtues of free trade and the Trans […]

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April 11, 2015 – Mike Burton Co-Hosts

By on April 13, 2015 in Radio Show with 0 Comments

Mike Burton of Slade Mortgage co-hosts this week’s edition of Something More with Chris. They chat about the spring housing market and get down to the basics of the mortgage process. Debt ratios and credits scores are some of the topics which they examine. The second hour focuses on annuities and some of the hidden […]

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Points to Consider If Your Retirement Goal Seems Out of Reach

By on March 16, 2015 in Newsletter Articles with 0 Comments
Points to Consider If Your Retirement Goal Seems Out of Reach

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may seem like a daunting, even impossible mountain to climb. What if you’re investing as much […]

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December 20, 2014- Issues in the News

By on December 22, 2014 in Radio Show with 0 Comments

Chris flies solo on this week’s show and encourages listeners to call in with their thoughts as he takes on the issues of the week. The stock market, oil, the Fed, Russia, Cuba, Sony and North Korea are all food for thought on this week’s edition of Something More. Listen Here

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November 15, 2014- Special Guest Host Mike Burton

By on November 17, 2014 in Radio Show with 0 Comments

While Chris is on a business trip to Chicago, Mike Burton of Slade Mortgage sits in the host chair. Mike welcomes guest Karin Bar, housing counselor from Housing Assistance Corp in Hyannis, for a discussion of the many programs offered by HAC. Learn about the Homeforever program, the Downpayment Assistance program, and the new homes […]

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October 25, 2014 – Randy Hunt and Dan Wolf

By on October 27, 2014 in Radio Show with 0 Comments

Randy Hunt is Chris’ guest co-host on this week’s Something More. They start off discussing market conditions and investments before moving into a discussion of Randy’s accomplishments as State Representative of the 5th Barnstable District. They also chat about issues relevant to his re-election race. Mike Burton is here with all of the mortgage news […]

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