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?

More Than Money with Gene Dickison

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?

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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 . . .

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• 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?

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