January 20, 2024 – Listener is Extremely Disappointed in Gene – in the nicest way possible – Ken Fisher is very wealthy, but some experts says he’s not acting as a fiduciary! – Is there a resource that compares care facilities?

More Than Money with Gene Dickison

January 20, 2024 - Listener is Extremely Disappointed in Gene – in the nicest way possible - Ken Fisher is very wealthy, but some experts says he’s not acting as a fiduciary! - Is there a resource that compares care facilities?

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Gene and Alyssa answer lots of listener questions:

• Social Security offered him a lump sum with a lower monthly benefit.  Good idea?
• How does he know what taxes to withhold from his social security benefit check?
• His wife’s annuity pays 2% and is finally – after 7 years – maturing.  What should she do with the funds?
• They’ve had their life insurance policies for many, many years.  Should they keep them?
• Lots more . . .

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