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July 8, 2023 – Radio Audience Supports Colleges Funding Student Loan Forgiveness! – How does she report the bad acts of her advisor? – Invite our MtM golfers to your fund raising golf tournament!
Manage episode 371130183 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 tons of listener questions:
- He has an account in his own name. Should he name his wife a joint owner or beneficiary?
- Why does his financial advisor want to know so much about his life?
- The insurance salesman took her pension and earned huge commissions. What is her recourse?
- He got out of the stock market last September and is in money markets. When should he get back in?
- Lots more . . .
Free Second Opinion Meetings
- Do you have questions about your financial situation?
- Are you on track to reach your financial goals – particularly your retirement goals?
- What should you be doing right now?
- Are you taking too much risk with your investments?
- Is your 401(k) or 403(b) being actively managed for you?
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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