Phone: 610-746-7007  Address: 4505 Hanoverville Road, Bethlehem, PA 18020

Ask Gene
* required field

You Just Retired and the Stock Market Just Tanked! What Retirement Plan Option is the Best to Choose? Should a 65 Year Old See 15% Returns on his Investments? $75,000 or $18,000 to Settle Mom’s Estate? Workshops – Check the Schedule!

In this More than Money show Gene:

Gene answers audience questions:

  • Listener wants to understand how to protect his and his wife’s retirement if the stock market should tank right after they retire?
  • Listener wants to understand how to pick from the many pension options she is faced with on her retirement as a school teacher?
  • Sixty-five (65) year old listener is being told by his ‘friends’ at work he should be seeing 15% annual returns on his investment.  Are they right?
  • Listener’s mom passed away and the first attorney wanted to charge him $75,000 to settle her estate.  He got a ‘2nd Opinion’ and ended up paying under $18,000.  He wanted everyone to know!
  • Listener wonders how her financial advisor can keep track of thousands of mutual funds, hundreds of clients, etc.?

Gene talks about:

  • Social Security Workshop – May 16th
  • Laughing at My Nightmare – Run, Walk, Roll 5K and Live Radio Show – June 17th
  • Women and Retirement Workshop – June 20th
  • Free 2nd opinion reviews for social security, estate plans, life or long term care insurance, and retirement

 

Do you have a non-profit who would benefit from participating in a Live More than Money Radio Special?

Contact our More than Money World Headquarters (610-746-7007) or email Jo (JoAnne@AskMtM.com)

Photo Gallery

Segments
Ask Gene
* required field