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

Ask Gene
* required field

October 26, 2019 - Through These Hands – Live On-Location Radio Show in Cherryville! Moving Medical Supplies and Equipment from Where They Are No Longer Needed To Where They are Desperately Needed – and You Can Help! Bucket O’ Listener Questions

Gene answers tons of listener questions:


·        Investing the proceeds from the sale of Dad’s house?

·        Should Mom’s estate take out RMD from her IRA before sending to the beneficiaries?

·        Listener wants to retire early and needs to know how to conservatively invest his 401(k)?

·        HELOC or early 401(k) withdrawal to pay for daughters apprenticeship program?

·        Helping fund church capital campaign with RMDs from their IRAs?

·        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