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

Ask Gene
* required field

June 8, 2019 - Happy Birthday Mom! Should 401(k)s and IRAs be Kept Separate? Bank on Yourself - Is it for Real? What are the Income Taxes When Selling a Life Insurance Policy? Bucket O’ Listener Questions

Gene answers tons of listener questions:

  • Cryptocurrencies, Bitcoin, and Blockchain?
  • Getting money out of an IRA prior to age 59 ½ using IRS reg 72(t)?
  • What should listener do about very bad financial advisors?
  • Can a taxpayer use a 529 plan to pay for their own education?
  • Tons of great listener questions?


For our More than Money Audience


Free Second Opinion Meetings

          Social Security Review

          Medicare Review

          Investments Review

          Retirement Review

          Life Insurance Review

          Long Term Care Insurance Review

          Estate Planning Review

          Income Tax Review

          Complete Financial Picture Review


Do you want a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email ( to schedule your

free review

Photo Gallery



Ask Gene
* required field