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

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October 13, 2018 - Pay Early Withdrawal Penalties on an Annuity? ‘Tax-Free Municipal Bonds? ‘Wife is Retiring in One Year at Age 62 - Questions? Tons of Great Listener Questions!

Gene answers tons of listener questions including:

  • Should she marry her boyfriend who is terrible with money?
  • Can parents add to daughter’s 401(k)?
  • Can 66 year old send money from IRA to church without paying income taxes?
  • Should 16 year old son be allowed to work part-time during school year?
  • 23 year old has questions about becoming a financial advisor?

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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