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April 7, 2018 - More than Money Foundation for American Values Tons of Great Listener Questions!

Gene answers bucket o’ audience questions:

  • Should listener leave their current advisor?
  • Listener’s annuity salesman surrendered their contract and cost them $12,000 – is this right?
  • Savings bonds – maturities and taxation?
  • Listener has questions about buying a retirement home in Virginia?

 

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 (Gene@AskMtM.com) 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 (JoAnne@AskMtM.com)

 


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