January 27, 2024 – Hear Gene’s Advice to Fathers Wanting to Help Their Daughters – Grant Cardone says real estate is safer than a savings account. What?!?! – Lots of questions around the topic of Special Needs Trusts
Manage episode 398258287 series 1094528
Gene and Alyssa answer lots of listener questions:
- Is it possible for grandmother to help her grandchildren become millionaires?
- She has done amazingly well, but at age 71 she now wants a financial advisor. How does she find one?
- Is it a good idea to move an IRA into a credit union CD?
- Does Point Phillip Hotel really have the best brisket around?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
86 episodes