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September 16, 2023 – “$96,700 – $97,800 – $99,000 – Our Total for Folds of Honor Keeps Climbing! – Our goal is $100,000+ (last year’s record $111,000) and you won’t quit and neither will we! – 610-746-7007 or Megan@AskMtM.com or www.MoreThanMoneyOnline.co
Manage episode 377303877 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:
- Helping his daughter with her first house. Why does the bank want a ‘gift letter’?
- Do we have to take RMDs from our inherited IRA or not?
- He’s seeing a big capital gain this year. Will it affect his IRMAA and Medicare premiums?
- They are cashing in stocks to buy their beach home. Can they cut their taxes somehow?
- 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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