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

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October 6, 2018 - Keep Line of Credit or Pay it Off? ‘Is it Better to have an Advisor or Do It Yourself? ‘Pros and Cons of Continuing Care Retirement Communities? Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • How does a couple in the 40’s pay down debt and save for retirement?
  • If income tax diversification is a good idea – is life insurance the way to go?
  • What piece of the listener’s 401(k) should go into the Roth option?
  • Dave Ramsey’s Financial Peace University?
  • Tons more questions!

Gene talks about:

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

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

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