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January 13, 2024 – Bitcoin ETFs – Yes or No? – Presidential Election Primaries Begin! – Gene Applies for Social Security – Excellent Experience!
Manage episode 395620765 series 1094528
Treść dostarczona przez Gene Dickison. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Gene Dickison lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- Are there some things he should know about buying a new truck?
- Is he being scammed on a boat buy out of Florida?
- Does it ever make sense to take social security before age 70?
- Since IRAs have less protection than 401(k)s should we avoid rolling funds over into IRAs?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
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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