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Episode Info

Episode Info:

Gene answers tons of listener questions:

  • Is term life insurance always the right answer for a 38 year old with a family?
  • Will the new tax law cause their daughters to lose most of their IRAs to income taxes?
  • How is it possible to have a line of credit on our home that grows?
  • Why would their financial advisor tell them, ‘Don’t call us!’?
  • 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 time with us.

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