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

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October 12, 2019 - Gene Speaks Strong Words about American Freedom! Ken Fisher speaks Offensive and Racist Words! Investment Scams Red Flags! Happy Birthday Megan! Bucket O’ Listener Questions

Gene answers tons of listener questions:

·        What happens to his IRA after his bank merges?

·        At age 74 he has $5,000 in stocks.  Is that too much?

·        Their advisor is suggesting annuities and Gene agrees?

·        Sending their RMDs directly to their church.  Will it save them on their tax bill?

·        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



Ask Gene
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