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

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Radio Show

Cost Basis on Trust Assets? Guaranteed Lifetime Income? Driving for Uber? Social Security for a Spouse? Helping the Church Building Fund?

In this More than Money show Gene:

Gene answers audience questions:

  • Listener asks for guidance on how much is a good down payment when buying a home?
  • Listener is becoming an Uber driver and asks if she should buy or lease her car?
  • Listener is pleasantly surprised to learn she can collect social security on her husband’s account!
  • Listener wants to help church building fund with dollars from her IRA?
  • Listener asks if she should ‘shop’ for a reverse mortgage or are they all the same?
  • Listener asks how to determine the cost basis on investments his wife received from a trust set up for her by her grandmother?
  • Listener asks to understand difference between lifetime income riders offered by variable annuities and fixed index annuities?

Gene talks about:

  • September 12th Radio Show – Remembers 9/11 and raises money for Keystone Warriors
  • September 10th – golf with Gene to benefit ARCH of the Lehigh Valley
  • Workshop topics – if you have requests – let us know

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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