102 minutes | Sep 26th 2020

September 26, 2020 – Listener is Very Unhappy with her Long Term Care Insurance Premiums Going Sky High! – What Options Does She Have? What Options Do You Have? – Bucket O’ Listener Questions

Play
Like
Play Next
Mark Played

Gene answers tons of listener questions and thanks everyone for their help with Folds of Honor.

  • Should 83 year old widow make substantial gifts to her grandchildren?
  • Should listener ditch her financial advisor because her son has his knickers in a twist?
  • What is the ‘super, secret way’ to get tax free money to their estate?
  • 20 year old listener wants to start her own business.  What can I say to her dad?
  • Will a financial advisor be able to help listener who has made a lot of financial mistakes?
  • What is the new ‘ten year rule’ for people who inherit IRAs?

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.

Play
Like
Play Next
Mark Played