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Gene and Alyssa answer buckets o’ questions:
- He found out his partner has been lying to him about her finances for years. Should he stay?
- He retired and started consulting. Can he set up a retirement plan?
- He doesn’t want a 529 plan for either of his young children. Is he right?
- She made a gift to son and daughter-in-law. Did she do it right?
- Lots more . . .
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- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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85 episodes