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March 24, 2018 - 101 year old Mum gets LTC benefits! Where should Listeners go for Trust Companies? Converting IRA to Roth for 57 year old Listener?

Gene answers bucket o’ audience questions:

  • Should 57 year old listener convert IRA to Roth?
  • Listener’s 101 year old mum receives LTC benefits - taxable?
  • What are the differences between buying individual bonds vs. bond mutual funds?
  • Listener asks where to get the best ‘deal’ on rising interest rate CDs?
  • Several listeners ask questions about finding the right trust company?


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


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