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November 18, 2023 – Happy Thanksgiving! Drive Around Christmas on December 2nd! – Invest In You (IIY) – December 6th – Holiday Hope Chest Gift Wrapping – Convert your paper savings bonds to electronic!
Manage episode 384864219 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:
- Are money markets the same as bank accounts?
- How does a reverse mortgage work if the owner goes into a nursing home?
- Has her bond fund really lost 20% in three years?
- He loaned $10 to his college roommate 50 years ago – can he still get that back with interest?
- 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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