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Episode Info

Episode Info:

Gene answers tons of listener questions:

  • Can listener still send money from his IRA to his church and not be taxes?
  • Is an SEP or a Solo 401(k) a better retirement plan for a self-employed person?
  • Should listener shift from CDs to dividend paying stocks?
  • Listener wants to know why it’s better to work with an investment advisor than DIY?
  • Many excellent listener questions

For our More than Money Audience

Free Second Opinion Meeting

          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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