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June 24, 2023 – Another $1,000 Matched for LLS! $3,500 So Far – See You on the 29th @ Blue Ridge Winery! – Positive stock results surprising many – Should fears of a recession be behind us? – Invite our MtM golfers to your fund raising golf tournament!
Manage episode 367109734 series 1094528
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Gene and Alyssa answer tons of listener questions:
- They are giving their granddaughter $100,000. Is a beach house a good investment for her?
- What level of gifts can her 93 year old mother give her without incurring income taxes?
- How do she know how to compare her passive investments with her active investments?
- His retirement spreadsheet has many assumptions built in. How does he know which ones are wrong?
- 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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