More than Money
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?
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Sinopsis
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 . . . 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 (610-746-7
