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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 ( to schedule your free Confidently review with a More than Money Advisor


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Ask Gene
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