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July 8, 2023 – Radio Audience Supports Colleges Funding Student Loan Forgiveness! – How does she report the bad acts of her advisor? – Invite our MtM golfers to your fund raising golf tournament!
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Gene and Alyssa answer tons of listener questions:
- He has an account in his own name. Should he name his wife a joint owner or beneficiary?
- Why does his financial advisor want to know so much about his life?
- The insurance salesman took her pension and earned huge commissions. What is her recourse?
- He got out of the stock market last September and is in money markets. When should he get back in?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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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