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January 20, 2024 – Listener is Extremely Disappointed in Gene – in the nicest way possible – Ken Fisher is very wealthy, but some experts says he’s not acting as a fiduciary! – Is there a resource that compares care facilities?
Manage episode 396921294 series 1094528
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Gene and Alyssa answer lots of listener questions:
- Social Security offered him a lump sum with a lower monthly benefit. Good idea?
- How does he know what taxes to withhold from his social security benefit check?
- His wife’s annuity pays 2% and is finally – after 7 years – maturing. What should she do with the funds?
- They’ve had their life insurance policies for many, many years. Should they keep them?
- Lots more . . .
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