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

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Radio Show

Social Security Workshop June 15th - Register Now! Options for Creating Income in Retirement Investment Portfolio Changes Upon Retirement Are there ‘safer’ stocks? Lots More!

In this More than Money show Gene:

Gene answers audience questions:

  • When does a financial power of attorney go into effect?
  • If the listener is in her mid-50’s is it too early to look at social security options?
  • Listener is retiring at end of this year and wants to know if his investments need to change?
  • Listener wants to know if he needs to add foreign stocks to his portfolio for diversification?
  • Do all stocks carry the same risk or are some stocks ‘safer’ than others?
  • Listener wants to know what investment records much she keep?

Gene talks about:

  • June 15th – Social Security Workshop – Register Now!
  • June 29th – Guaranteed Retirement Income – Circle the Date!  Details to Follow!
  • Options for creating income in retirement


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Ask Gene
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