))
August 31, 2024 – Remember 9/11 – Folds of Honor Radiothon Begins September 5th! – To Pledge to Folds – Go to the Banner at www.MoreThanMoneyOnline.com – Thank you for helping us help the families of our military vets and first responders
Manage episode 437939611 series 1094528
Contenido proporcionado por Gene Dickison. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Gene Dickison o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Gene and Alyssa answer buckets o’ questions:
- She asks what happens if a child passes before a parent, but is still named in the will?
- He is 81 and wonders how to invest $275,000?
- He is 70 and asks if he should move his investments out of the stock market until things ‘settle down’?
- He is asking where he can get information about retiring to a country outside of the United States?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
93 episodios
Compartir
