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January 27, 2024 – Hear Gene’s Advice to Fathers Wanting to Help Their Daughters – Grant Cardone says real estate is safer than a savings account. What?!?! – Lots of questions around the topic of Special Needs Trusts
Manage episode 398258287 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 lots of listener questions:
- Is it possible for grandmother to help her grandchildren become millionaires?
- She has done amazingly well, but at age 71 she now wants a financial advisor. How does she find one?
- Is it a good idea to move an IRA into a credit union CD?
- Does Point Phillip Hotel really have the best brisket around?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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