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January 13, 2024 – Bitcoin ETFs – Yes or No? – Presidential Election Primaries Begin! – Gene Applies for Social Security – Excellent Experience!
Manage episode 395620765 series 1094528
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 a few listener questions, but mostly say thank you over and over:
- Are there some things he should know about buying a new truck?
- Is he being scammed on a boat buy out of Florida?
- Does it ever make sense to take social security before age 70?
- Since IRAs have less protection than 401(k)s should we avoid rolling funds over into IRAs?
- 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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