April 20, 2024 – LLS – Leukemia Lymphoma Society – Women Visionary Elaine Zelker and Kristine Ortiz – Elaine Needs Help To Raise Funds for LLS – Go to our website and click on the banner – Kristine shares her story of cancer and friendship
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Innhold levert av Gene Dickison. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Gene Dickison eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Gene and Alyssa answer buckets o' questions:
- He asks if the advisor is trying to pull a fast one?
- If he retires at age 57 can he take cash from his 401(k) without paying a penalty?
- She just wasn’t that impressed with Gene the first . . . or second time. Was the third time a charm?
- Will selling one fund at a loss cut the taxes on the sale of a second fund with a gain?
- 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
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- Discover how to have your 401(k) professionally managed without leaving your company plan
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