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February 24, 2024 – Save the Date! March 9th Live Radio Show from the More than Money World Headquarters! – Gene’s daughter is expecting a daughter of her own – very shortly! – We are planning a More than Money Blood Drive – Maybe you’ll join us?
Manage episode 407848033 series 1094528
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- Gene and Alyssa answer lots of listener questions:
- She is looking for ways to supplement their social security income. Why won’t he help?
- He thinks he will save a ton of money if he fires his financial advisor. Is he right?
- Their son is serving in the Marines and may have messed up his PA tax return. Can we help?
- Medicaid might take the family homestead. What can be done?
- 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.
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