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

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March 17, 2018 - Cyber Criminals Stealing Tax Refunds! Stock Market Roller Coaster! Buckets O’ Listener Questions!

Gene answers bucket o’ audience questions:

  • Investments directly somewhere other than the stock market?
  • Can three 529 plans become one plan?
  • Should real estate investments be held in an LLC?
  • Is 5% a good return for a conservative investment?
  • How does listener get his wife interested in their finances?


Gene talks about:

  • Do you want to confidently retire?  Do you want to invest confidently?  Do you want to die confidently?  Call today (610-746-7007) or email ( to schedule your free Confidently review with a More than Money Advisor


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 (



Ask Gene
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