))
October 7, 2023 – What Does the House of Representatives do without a Speaker? – Where can you get solid advice on the best use of your social security benefits? – Is a ‘Medallion Guarantee’ the same as a notary?
Manage episode 379305441 series 1094528
Content provided by Gene Dickison. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gene Dickison or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Gene and Alyssa answer tons of listener questions:
- She was sold three (3) annuities and now finds they are not what she was sold. What now?
- They need to know the mechanics of a 529 educational fund so they can best help their grandchildren?
- His advisor has not done a good job. Can he still retire?
- Should she set up a gift of her home and retain a life estate?
- 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.
76 episodes
Share
