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February 3, 2024 – Gene blurts out, ‘I love you!’. And 20 life tips from the world’s happiest 100 year olds! – Some advisors seem to be copying More than Money – Not a surprise, really – Should investors be worried that the world will run out of gold?
Manage episode 399400479 series 1094528
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Gene and Alyssa answer lots of listener questions:
- Their son (54) does not handle well. Is putting his sister in charge the best idea?
- Is splitting a portfolio into stocks and index ETFs a sound diversification strategy?
- Will a revocable trust protect her when her significant other passes?
- The bank gave this elderly man bad IRA advice when his wife died. What can he do now?
- Lots more . . .
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- 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
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Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.
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