Mark Bacak is back to continue his discussion with Gene about all the ways you can retire confidently.
Gene answers tons of listener questions:
- Is investing in Bitcoin a smart move?
- Is it true you can’t have an HAS (Health Savings Account) if you are on Medicare?
- Will beneficiaries have to pay income tax on the cash value inside a life insurance policy?
- Both of wife’s parents passed in 2020 – how does she handle the PA inheritance taxes?
- Lots of Medicare 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.