Gene answers tons of listener questions:
- Biden proposes massive tax increases and his supporters are surprised? Gene calls it like he sees it.
- Great employment numbers and the ‘press’ wants to spin it as a bad thing. Gene calls it like he sees it.
- Should they use a 20 year guaranteed annuity payout to fund Roth IRAs?
- She didn’t file a PA inheritance tax return for her mom. Is she now in trouble?
- Lots more listener questions
Two New Free Services
- Have your current life insurance policies analyzed to see if they fit you or could you do better
- Have your current annuities analyzed to see if they fit you or could you do better
Added to These Free Services
- Social Security and Medicare Review with our SS/Med expert Mr. Mark Bacak
- Long Term Care Review with our partner Mr. Mike Pompei
- Reverse Mortgage Review with our partner Tiffany Shutta
- Estate Planning Document Review with an attorney in our office
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?
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.
Kathryn Frick joins us in the 9:30 segment for an update on her campaign for the Leukemia & Lymphoma Society’s “Woman of the Year.” Visit our event page to learn how you can contribute to her efforts!