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June 22, 2024 – LAMN Event July 11th 5K – Run, Walk, Roll or just come out for a great time and meet Annabelle! – Our friend, Bobby Gunther Walsh, celebrates 40 years on WAEB AM790! – One of the most detailed SCAM letters you will ever encounter – What do
Manage episode 425392205 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:
- Gene’s friend, Rook, has questions about foreign currencies?
- Bob was surprised at the tax treatment of U.S. treasuries.
- She wants to know how the ‘look-back period’ works for gifts and Medicaid.
- How do they navigate the journey from their current home to a down-sized home?
- 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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