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Episode Info

Episode Info:

Gene answers tons of listener questions:

  • What should they do with the $62,000 left in their wonderful daughter’s 529 plan?
  • Annuity commissions vs. investment advisory fees – pros and cons?
  • Her 84 year old mom’s attorney is giving estate advice daughter disagrees with.  What gives?
  • Did the bank ‘screw up’ when they put her brother’s name on their mom’s account?
  • Many excellent listener questions

For our More than Money Audience

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          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?

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 free review.

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