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Manage episode 436353796 series 1094528
İçerik Gene Dickison tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Gene Dickison veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Gene and Alyssa answer buckets o’ questions:
- He turns 70 on October 12th. What is his best way to apply for social security?
- He is 81 and has always handled the family finances. Can we help give his wife peace of mind?
- She has $100,000 in short term bonds for her three sons. Should they stay there or is there a better investment?
- She is hoping someone can guide her 17 year old, hard-working son with his financial future.
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
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.
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